The various optional modules available and also the number of concurrent users is controlled though the licensing screen.
To access the screen, click the Licensing link in the Administration dashboard of the Admin menu. This will open a popup wizard. The wizard has a number of screens that can be completed which will display the various optional modules available and their pricing. Note that any module or upgrade is not licensed until after the final confirmation button is pressed, so it is possible to browse the availability and the effect on your pricing without commitment.
If you have any questions about pricing and the availability of modules, please contact our sales team.
Note that all optional modules and additional users can be cancelled at any time. Prepaid monthly fees cannot be refunded. Cancelling your subsciption for a paid license will allow your system to be used until the end of the current month. Cancelling it during the trial period will allow you to enter your credit card details immediately and continue with the system use.
Your current agreement
By default, a new account will be using the Standard edition. To license more than 4 concurrent users or to access an extended list of modules it is necessary to upgrade the system by pressing the Upgrade button. (Pressing the upgrade button does not yet commit the upgrade, there will still be a final confirmation)
Agreement details
| Minimum users | The minimum number of concurrent users that must be licensed in this agreement |
| Maximum users | The maximum number of concurrent users that can be licensed in this agreement. To exceed this amount, it is necessary to upgrade the agreement. If there is not an upgrade button, please contact sales. |
| Included users | The number of concurrent users that are included in this agreement with no user charge. |
| Current licensed users | The number of concurrent users currently licensed. This number can be changed up or down within the minimum and maximum specified. |
| Space used | The current amount of space that your system database is consuming, out of the total allowed in the agreement. Please contact us if space is becoming limited. There is no space limit for bona fida customers. |
| Included extensions | The extensions included in this agreement without additional per module charges. |
| Optional extensions | The list of modules that can be added to the agreement with payment of the appropriate fee. |
| Monthly price | The cost per month of licensing the module. Note that some modules may have an additional start-up fee. This will be displayed on the next screen. |
| Cancel all subscriptions | Press this button to cancel all subscriptions and return your system to the original license configuration. This will also cancel any credit card agreements that have been made with RBSWorldPay. It will not delete any data from your system. |
Payment method
The default payment method is credit card using WorldPay. Other payment methods may be available according to your location. See later in this chapter for more information on WorldPay
Monthly fees page
This shows the comparison of the current monthly fees (i.e. before this new licensing selection) and the new monthly fees.
The monthly fee may include three separate elements:
Check the values and press Next
Setup fees page
This page will only appear if there are any specific setup or opening fees for the modules to be licensed. Check the numbers and press Next.
Your monthly fee page
This shows the final price calculation.
| New opening fee | The sum of any opening fees plus the pro rata monthly fee from now until the end of the month. Note that because RBS WorldPay has an 8 day allowance for FuturePay transactions, if the current date is closer than 8 days to the end of the month, the opening fee will also include the following months’ fees in addition to the time to the end of the month. The next billing cycle will then start at the end of the subsequent month. |
| New monthly fee | The monthly fee that will be billed on the first of the next month in the billing cycle |
| Confirmation check box | By clicking the confirmation check box, you are confirming that you accept and agree to our standard terms and conditions which are available from our public web site. |
If data is correct, check the confirmation check box and press Confirm. This will confirm the license purchase.