How to Cancel or Manage A Product Module Subscription
Check out this video to learn how to manage your Suite Engine subscriptions.
Video Length: ~7 minutes, 20 seconds
Topic: How to manage Suite Engine product subscriptions and trial periods
Best For: Business Central users with active or trial Suite Engine extensions
What You’ll Learn
This video walks you through managing subscriptions for Suite Engine products (Channel Sales Manager, Channel Payments Manager, and other extensions) directly from Business Central. You’ll see exactly how to access the self-service payment portal, update payment methods, and cancel subscriptions when needed.
Should You Watch This?
Watch if you:
- Just downloaded a Suite Engine extension and want to understand your trial period
- Need to add or update payment information before your trial ends
- Want to cancel a subscription for a specific module
- Manage multiple Suite Engine extensions and need clarity on how billing works
Skip if:
- You’re looking for product feature tutorials (check the CSM How-To series instead, or peruse our Knowledge Base)
- You don’t currently use any Suite Engine extensions
Key Takeaways
Automatic Account Creation
When you download your first Suite Engine extension from Microsoft AppSource, the system automatically creates an account with a 30-day free trial. Additional extensions you download will connect to this same account.
Trial Period Flexibility
You can add payment information anytime during your 30-day trial, but you won’t be charged until the trial expires. If you cancel a module’s subscription before the trial ends, you won’t be billed for it.
Self-Service Management
You control everything through the Suite Engine payment portal, which you access directly from Business Central. No need to contact support for routine subscription changes.
Video Timeline
Getting Started (0:00-0:59)
- Subscription requirements for Suite Engine solutions
- How accounts and trials are created automatically
- What happens when you download multiple extensions
Account Management Overview (0:59-2:36)
- General discussion of how subscriptions work across modules
Finding Additional Resources (2:36-3:15)
- Where to locate other Suite Engine documentation and materials – Knowledge Base
Step-by-Step: Canceling a Subscription (3:15-5:01)
- Open the CSM setup page in Business Central
- Select the extension you want to manage (example shown: Shopify)
- Click “Process” in the ribbon, then “Go to payment portal”
- Choose the module you want to cancel in the payment portal
- Follow the cancellation prompts
Understanding Billing (5:01-5:37)
- When payment methods are charged (after trial ends)
- How cancellations affect billing
- What happens if you add payment info during the trial
Wrap-Up (5:37-7:20)
- Why subscription management doesn’t come up often
- Where to find more videos in the CSM series
When You’ll Need This Information
Scenario 1: Trial Period Ending Soon Jump to 5:01 to understand when you’ll be charged and how to add payment information.
Scenario 2: Need to Cancel Before Trial Ends Jump to 3:15 for the step-by-step cancellation process through the payment portal.
Scenario 3: Managing Multiple Extensions Start at 0:18 to understand how multiple extensions work under one account.
Scenario 4: General Understanding Watch from the beginning for complete context on how Suite Engine subscriptions work.
After Watching
- Have questions about specific features? Check out other videos in the Channel Sales Manager series.
- Need technical support? Contact Suite Engine support.
- Ready to activate? Add your payment method before your trial expires to continue using the extension.
Related Topics
If you found this helpful, you might also want to explore:
This video addresses infrequent but important tasks. Bookmark it for when you need subscription help rather than trying to remember the steps.
Learn more about CSM Here.
Get the App on Microsoft AppSource today or request a personalized demo here!
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