Subscription and tier
Your PLANA Business Cloud subscription is what determines which apps are installed, how many users you can have, and what level of support and SLA you get.
Where to see your subscription
Settings → Users & Companies → Subscription.
This view (added by the plana_saas module) shows:
| Field | Detail |
|---|---|
| Tier | Starter / Pro / Enterprise |
| Subdomain | Your workspace's URL prefix |
| Plan start | Activation date |
| Renewal date | When the next bill goes out |
| State | Active / Trial / Suspended / Cancelled |
| Owner | The contact who pays |
| Modules included | The full list for your tier |
Same data is also visible in BOS → Settings → Billing — the BOS view is more polished for non-accountant users.
Tier differences
See the Editions page for the full feature matrix. A summary:
| Capability | Starter | Pro | Enterprise |
|---|---|---|---|
| Apps | Accounting / Sales / CRM / Purchase / Inventory + Contacts | + Project / HR / Subscriptions / User Roles | + Reports / Multi-company / Dedicated infra |
| Hosting | Shared namespace | Dedicated namespace | Dedicated K8s node |
| Backup retention | 30 days | 90 days | 1 year |
| Support | + Matrix room | + Phone | |
| Response SLA | 1 business day | 4 business hours | 1 hour |
Changing tier
Talk to your account manager via the workspace Matrix room. Tier changes:
- Audit first — we verify every module your tenant uses is available on the target tier (Pro and Enterprise are supersets of Starter, so upgrades are non-destructive; downgrades may require uninstalling apps)
- Off-peak scheduled — typically Saturday night
- Live cutover — usually transparent; you may see a brief 1-2 minute window where new actions queue
- Verify — the subscription record updates; check Settings → Subscription post-change
Billing model
| Component | How billed |
|---|---|
| Subscription fee | Annual (or monthly with annual contract) — covers your tier |
| Per-seat (Pro + Enterprise) | Per active user / month |
| Add-ons | Optional integrations (Payhawk, PSD2, OCR, etc.) — flat monthly fee per add-on |
| Custom development | Project-based fee, scoped per request |
Invoices are issued by PLANA Digital (the legal entity). You can see and download them in BOS → Billing or in your email.
Users included
| Tier | Active users included | Beyond included |
|---|---|---|
| Starter | 5 | Not available — upgrade to Pro |
| Pro | 20 | Per-seat add-on |
| Enterprise | Negotiated | Negotiated |
Active = signed in within the last 30 days. Inactive users don't count.
If you exceed the included seat count on Pro, the next invoice adds the seat fee for the additional users.
Renewal
Annual subscriptions renew on the anniversary of activation. Two flows:
| Setup | Behaviour |
|---|---|
| Auto-renew (default) | Charges your card 7 days before renewal; emails the invoice |
| Manual renewal | You receive a renewal quote 30 days before; sign + pay to renew |
Configure in BOS → Billing → Renewal preferences.
Trial periods
New customers get 14 days of trial with full Pro-tier features. At the end of the trial:
- You sign a subscription and become active
- Or you don't, and the tenant enters a 30-day grace period before deletion
During trial:
- All features work
- All data you enter is preserved if you sign
- No charges; no invoice issued
Suspension
A tenant is suspended when:
- An invoice goes unpaid more than 7 days past due, OR
- You explicitly request suspension
Suspended state:
- Users can sign in (read-only)
- No new transactions can be posted
- Data is preserved
- A clear banner explains the suspension and how to resolve
To unsuspend: pay the outstanding invoice OR contact your account manager.
Cancellation
A tenant is cancelled when:
- The owner requests cancellation via Manage plan
- A subscription is not renewed and the grace period elapses
Cancelled state:
- 30-day grace period — owner can reinstate without data loss
- After 30 days, all data is deleted
- Backups remain in SOS per your tier's retention (30 / 90 / 365 days from cancellation date), then automatically purged
Reinstatement during the grace period is one click; after the data is deleted, reinstatement requires recreating the tenant from scratch.
What the plana_saas module does
For PLANA staff and the technically curious, plana_saas is the Odoo module that:
- Adds the Subscription record to your tenant
- Mirrors the platform-side subscription state to the ERP
- Handles tier change jobs (module installs, uninstalls)
- Routes provisioning callbacks from the platform back to the ERP
It does not bill you — billing is handled by Stripe via pulse-billing on the platform side. plana_saas just shows you the current state in your ERP for convenience.
Where to read more
- Editions — full feature matrix
- Backups — what retention you get
- Support channel — what SLA you get
- BOS → Billing — the polished view