> For the complete documentation index, see [llms.txt](https://docs.enginsight.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.enginsight.com/docs/manual/english/appendix/enginsight-saas-plans-invoices-and-payment-methods.md).

# Enginsight SaaS: Plans, Invoices, and Payment Methods

In the Software as a Service (SaaS) version of Enginsight, you obtain a license by subscribing to a plan. **Each organization** has its **own plans**. This means that you must subscribe to a separate plan with its own contingents and terms for each organization.

Newly created organizations therefore do not have an active plan initially. However, during a 14-day trial period, you can already work with a small license contingent.

<i class="fa-compass">:compass:</i> Navigate to **Settings** in your Enginsight SaaS instance to show the [Plans](#plans), [Invoices](#invoices), and [Payment Methods](#payment-methods) pages.

***

## Payment Methods

<i class="fa-compass">:compass:</i> Navigate to **Settings** → **Payment Methods** to show the **Payment Methods** view.

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Go to Customer Portal** to open the Customer Portal, where you can view and edit payment method details.

{% hint style="info" %}
Payment methods are managed and edited through the Stripe customer portal. You will be redirected from the Enginsight platform to Stripe.
{% endhint %}

## Plans

<i class="fa-compass">:compass:</i> Navigate to **Settings** → **Plans** to show available plans and manage subscribed plans.

The following plans are available for the SaaS version of Enginsight:

* Enginsight small Businesses
* Enginsight Pro - Security and Monitoring unlimited

{% hint style="info" %}
For each plan, one server license is already included.
{% endhint %}

### Subscribing to a Plan

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Go to Checkout** below a plan to subscribe to it.

{% hint style="warning" %}
**Please note**: Plans are always purchased for the organization you are currently in.
{% endhint %}

### Cancelling a Plan

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Cancel** below a subscribed plan to cancel it.

{% hint style="info" %}
There are no notice periods.
{% endhint %}

### Managing a Plan

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Manage Subscription** below a subscribed plan to open the plan's edit view. Here you can change the plan at any time.

{% hint style="warning" %}
**Please note**: The prices shown in the screenshot are for illustrative purposes only and are not binding. The prices and terms currently displayed in the Customer Portal apply.
{% endhint %}

#### Billing Intervals

Select the billing interval at which you want to pay the invoice for your subscribed options. The following options are available:

* Monthly billing
* Annual billing

{% hint style="info" %}
Payments already made are credited. The credit is applied only on the invoice. The Enginsight SaaS platform always shows the costs of the selected options.
{% endhint %}

#### License Management

Adjust the number of subscribed licenses manually. The following license contingents can be adjusted or enabled manually:

* Server license
* Client license
* Endpoint license
* GData Antivirus license
* Hacktor license

#### Billing Address

Enter the information that should be used for invoicing.

### Restricting Access to Plans

Use [roles](/docs/manual/english/administration/settings/roles.md) to restrict access to plans for individual [team members](/docs/manual/english/administration/settings/team-members.md) or entire [groups](/docs/manual/english/administration/settings/groups.md).

***

## Invoices

<i class="fa-compass">:compass:</i> Navigate to **Settings** → **Invoices** to show the **Invoices** view.

<i class="fa-computer-mouse">:computer-mouse:</i> Click **Go to Customer Portal** to view available invoices in the Customer Portal.

{% hint style="info" %}
Invoices are managed through the Stripe customer portal. You will be redirected from the Enginsight platform to Stripe.
{% endhint %}

### Restricting Access to Invoices

Use [roles](/docs/manual/english/administration/settings/roles.md) to restrict access to invoices for individual [team members](/docs/manual/english/administration/settings/team-members.md) or entire [groups](/docs/manual/english/administration/settings/groups.md).

***
