FAQ Project Plan 365

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How do I renew the Standard Subscription directly from the application?
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Subscriptions will automatically renew if the Auto-Renewal is enabled.

If the Auto-Renewal is disabled, you can manually renew the Standard subscription directly from our Project Plan 365 application by going to menu File – Account – Purchase and click the Renew Subscriptions button. You will be redirected to your default browser. Click on the View details button and select the number of subscriptions that you want to renew, enter a valid credit card and click on “Subscribe” button or click on Google Pay/Apple Pay option and confirm the payment.

A pop-up dialog will appear. Select the number of subscriptions that you want to renew, edit the billing info, then click the Place Order button. For more information, read the Renew Standard Subscription online help article.

How do I renew the Standard Subscription?
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Subscriptions will automatically renew if the Auto-Renewal is enabled. You can cancel your subscription by accessing the “Billing” tab in Project Plan 365 Portal.

If the Auto-Renewal is disabled, you can manually renew the subscriptions. To renew the Standard Subscription, go to our Project Plan 365 Portal and Sign In with your Owner account. In Account page click the Renew Subscriptions button. Click on the View details button and select the number of subscriptions that you want to renew, enter a valid credit card and click on “Subscribe” button or click on Google Pay/Apple Pay option and confirm the payment.

You can also renew the Standard Subscription directly from our Project Plan 365 app. Go to File menu – Account – Purchase and click the Renew Subscriptions button. Then, follow the steps mentioned above.

How do I remove my payment method?
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To remove your payment method, please go Project Plan 365 Portal - “Billing” tab and in the Payment Details section click the “Remove Payment Method” button. If auto-renewal is disabled, the payment method will be removed instantly.Note: If the Auto-Renewal is enabled, you will be asked to first cancel it or keep the payment method. To cancel the auto-renewal, click on Manage Plan button then follow the cancellation process.
Can I remove my credit card after starting a trial?
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To remove your payment method, please go Project Plan 365 Portal - “Billing” tab and in the Payment Details section click the “Remove Payment Method” button. Your credit card will be removed instantly. Note: In order to remove the credit card payment you need to first cancel the trial. You will be asked to first cancel it or keep the payment method. To cancel the trial, click on Manage Plan button then follow the cancellation process.
How do I start trial or purchase the Standard Subscription from App Store?
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To purchase the Standard Subscription from App Store, please follow the steps below:

  1. Download and install our latest Project Plan 365 application from Apple Store.
  2. Once you open the application a dialog will appear to Sign In or Create an Account.
  3. After clicking on Create Account button, select the “Standard” option from the Summary section, type in an email and password or click on any third-party option and click Continue.
  4. After Signing Up, a dialog will be displayed that presents you the 14-days trial information.
  5. Make sure the “Standard” option is selected from the Summary section and click Start Free Trial button.
  6. Insert your Apple ID and password and then click Buy.
  7. Confirm the subscription and accept the Subscription Terms.
  8. Wait for the confirmation message.
  9. Complete or skip the survey and create your first project.
How do I start trial or purchase the Business Subscription from App Store?
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To purchase the Business Subscription from App Store, please follow the steps below:

  1. Download and install our latest Project Plan 365 application from Apple Store.
  2. Once you open the application a dialog will appear to Sign In or Create an Account.
  3. After clicking on Create Account button, select the "Business" option from the Summary section, type in an email and password or click on any third-party option and click Continue.
  4. After Signing Up, a dialog will be displayed that presents you the 14-days trial information.
  5. Make sure the "Business" option is selected from the Summary section and click Start Free Trial button.
  6. Insert your Apple ID and password and then click Buy.
  7. Confirm the subscription and accept the Subscription Terms.
  8. Wait for the confirmation message.
  9. Complete or skip the survey and create your first project.
Why after I canceled the Business Trial, I cannot revert to Business Trial?
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If you cancelled the Business Trial, you cannot revert back to the trial on your own. Please submit an online ticket with your request at our Support.

How to cancel the Business Trial Subscription and revert to Standard Subscription?


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To revert to Standard Subscription after you started the Business trial please go to our Online Portal and in Account page click on Cancel Business Trial button. After that your trial will be reverted to Standard subscription.

How can I cancel my subscription on Project Plan 365?
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To cancel your subscription from App Store please follow the instruction from Apple Support. We have no access to your account and cannot reach them on your behalf.

To cancel your subscription from Microsoft Store please follow the instruction from Microsoft Store. We have no access to your account and cannot reach them on your behalf.

If you started a trial on our website and you don’t want to be charged when it expires, please go in our Online Portal and in Account page click on the Manage Plan button. In the dialog that appears, click on Cancel your free trial button. Select a reason or type one in then click on the Continue to cancel button for the next 3 steps. Click on Confirm Cancelation button. You will receive a confirmation email of cancelling the Auto-Renewal.

You can also cancel Auto-Renewal for the trial period from the Billing page, in the “Subscription Information” section click the Manage Plan button. In the dialog that appears, click on Cancel your free trial button. Select a reason or type one in then click on the Continue to cancel button for the next 3 steps. Click on Confirm Cancelation button. You will receive a confirmation email of cancelling the Auto-Renewal.

Please note that if you don’t cancel your trial before it expires you will be automatically charged for the number of subscriptions you assigned in the trial period. The subscription period will automatically renew unless you turn it off no later than 48 hours before the end of the current period. To cancel automatic renewal or manage your subscriptions, read the Cancel Subscription online help article.

If you purchased a subscription from our website and you want to cancel the Auto-Renewal, go to Project Plan 365 Portal, click the “Billing” tab and in the “Subscription Information” section click the “Manage plan”. In the dialog that appears, click on Cancel your plan button. Select a reason or type one in then click on the Continue to cancel button for the next 3 steps. Click on Confirm Cancelation button. You will receive a confirmation email of cancelling the Auto-Renewal.

Note that if you cancel the Auto-Renewal, you will have to manually renew the subscriptions to avoid service interruption.

How to manage the subscription cancelation?
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To manage the subscription cancelation, in our Online Portal go to Billing page and click Manage plan. In the dialog, click Cancel your plan. Select or add a reason then click on Continue to cancel during each step, on the last step click on Confirm cancellation. After completing the process, a confirmation email will be sent.Note: You can also manage the subscription cancelation directly from the app by going to menu File - Billing, click Manage plan and follow the same steps as above.
Can I switch my plan during the annual subscription?
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You can upgrade to the Business Subscription while having a purchased Standard Subscription, however you cannot reverse back to the Standard Subscription until it expires.
How do I start a 14-Day Standard Trial?
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To start the Standard Trial, please go to our Project Plan 365 Free Trial page and click on the “Start free trial” button. Type your email address and a password, select the Standard Subscription option from the Summary panel, then click on the “Continue” button. Once you created your account, fill in all the required information and add a valid credit card number then click on the “Start trial” button or click on Google Pay/Apple Pay option and confirm the payment for your 14-day Standard Trial to start. In Account and Billing pages you will see the details about the Standard Trial. After this, you can invite other Team Members to join your organization in Team Members page.

In order to use the Standard Trial features, download and install our latest application from our Download page. Then, each team member needs to Sign In with his email and password inside Project Plan 365 app.

Note: Please know that you won’t be charged during the 14-day free trial. Your card will be automatically debited for the number of assigned subscriptions only if you don’t cancel Auto-Renewal before your trial expires.

The subscription period will automatically renew unless you turn it off no later than 48 hours before the end of the current period. To cancel automatic renewal or manage your subscriptions, read the Cancel Subscription online help article.

Why can't I get a refund if I’ve already filed a dispute with my bank?
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Once a dispute or chargeback is initiated with your bank, the case is handled directly between the bank and our payment processor. At that point, we are no longer permitted to issue a refund or take independent action on your account while the dispute is under review. This is a security and compliance measure enforced by the banking and card network systems.
Can I create more projects with Erix.AI after I have already created one?
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At this moment, creating a project with Erix.AI is available only once when first starting a trial.
What happens if I create an account but don't start a trial?
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If you create an account but don't start a trial, your account will be inactive. In order to use the application, you need to start a Standard Trial or a Business Trial.Note: If you do not start a trial after signing up, you will receive an email reminder from us to activate your account. Simply click on the Activate Account button from the email, select the desired payment method and click the Start Trial button.
Does Project Plan 365 for Mac run on Apple Silicone?
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Project Plan 365 runs natively on Apple Silicon (M1, M2, M3).​​​
Do I need to re-enter payment details when switching plans?
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No. If you’re still in your trial, no payment is collected. Your payment method will be charged only when the trial ends and the subscription starts.
Can I switch plans more than once during the trial?
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Yes. As long as you’re still in the trial period, you can change your plan at any time using the Manage plan dialog.
Where do I find the “Manage plan” option?
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You can find the Manage plan button in the Account or Billing tabs in our Online Portal, or in the Account/Billing section from File menu in the app.
Do I need to contact support to cancel my trial?
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No. You can complete the entire cancellation or plan switch process from your portal or app by going to Account or Billing page and clicking Manage plan.
What happens after cancelling my trial?
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Once cancelled, your access to app features will end and your account will no longer be active unless another plan is selected.
Can I cancel before the trial ends to avoid charges?
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Yes. You can cancel at any time during the trial to ensure you’re not automatically charged when it ends.
Are there any benefits offered before cancellation is completed?
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Yes. During the cancellation process, you’ll be reminded of the features you’ll lose and shown an exclusive offer designed to help you continue with a better experience.
Can I change my mind during the cancellation process?
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Yes. At any step in the cancellation flow, you can choose to keep your plan instead of continuing. Just click Keep your plan or close the dialog.
Is feedback required when cancelling my trial?
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You’ll be asked to select at least one reason for cancellation. There is also an optional field where you can provide additional feedback to help us improve our services.
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