This article is part of Essential First Steps in the Getting Started with Blockworx section.

Locating the Subscription area in Blockworx

1. Click on the main ADMIN tab in the Blockworx header area.
   
   
2. This will take you to the Admin area where you can click on the Subscription tab.
   
   

You can also click on the SET UP YOUR SUBSCRIPTION link in the Setup Tasks in the Admin area.

Setting up Your Subscription

The Subscription tab will list the subscription plans which are available for you to select from.

Choose your plan based on how many invoices in a month you will submit in Blockworx.

Each additional invoice you bill beyond the plan will incur an additional charge.

The plans also include a one-off sign-up fee, added to your first monthly charge.

1. Once you’ve made your decision, click on the plan you wish to select.
   
   
1. This will show as highlighted on the screen and you will see an option to move to the next stage of setting up your details for the plan.
   
   
2. There is also a link to access the Terms and Conditions of signing up to a Blockworx Subscription plan.
   
   
3. Clicking on the Terms and Conditions link will open the Blockworx Terms of Use in a new tab on your browser.
   
   
4. Make sure you are happy with these before proceeding to sign-up.
   
   
5. Closing this Terms and Conditions tab will return you to the Blockworx site on your Subscription tab.
   
   
2. Click on the orange button beneath the plan you have selected.
   
   
3. This will open a confirmation window where you will be asked to click on the orange OK button to agree to the terms and conditions.
   
   
4. Once you have done this, you will be taken to the Enter Your Direct Debit Details screen where you can begin to enter your payment information to set up your Direct Debit.
   
   
5. Once you have added your information, click on the green button labelled Submit Payment Details at the bottom of the screen.
   
   
1. You will be redirected to a 3rd party GoCardless site to provide your bank details to set up your Direct Debit.
   
   
6. Fill in the additional requested details and click on the green button labelled Set up Direct Debit at the bottom of the screen.
   
   
7. You will be transferred to another screen where you will be asked to check that the details you provided are correct.
   
   
1. If you need to edit the details you have provided, you can click on the Change link to be returned to the previous screen to do this.
   
   
8. Click on the Confirm button.
   
   
1. You will now be redirected back to Blockworx where you will see a confirmation that your Direct Debit has been set up successfully. You will be provided with details of the plan you have signed up to.
   
   
2. You will notice that this confirmation contains details on when your contract is due to end.
   
   
3. You will receive an email from GoCardless confirming that your Direct Debit has been set up successfully.
   
   
4. You will also receive an email every month from GoCardless to let  you know how much you are about to be charged and when the payment will be taken.
   

Changing Your Blockworx Subscription Plan

You can return to the Subscription tab at any time if you would like to change your plan.

If, for example, you find that you are being charged for additional invoices every month on top of the plan you selected you may wish to move to a plan with more invoices included.

Follow the steps below to do this:

1. In the Admin area click on the Subscription tab.
   
   
1. Your current subscription plan will be displayed towards the top of the tab.
   
   
2. Scroll down to the Upgrade your subscription area and click to select the plan you would like to upgrade to.
   
   
3. Once you have clicked to highlight it, the orange Upgrade button will appear at the bottom of the screen. Click on this button to confirm you would like to upgrade.
   
   
4. This will open a confirmation window where you will be asked to click OK to accept the terms and conditions.
   
   
1. As you have already entered all of your details previously for the GoCardless Direct Debit plan for your subscription, this will be upgraded without you having to enter these details again.
   
   
2. Clicking on OK on the confirmation screen will take you directly to the success message to confirm the details of the plan you have selected to upgrade to.
   
   
3. There will be no additional sign-up fee and you will be charged the new monthly subscription plan amount on your next invoice.
   

Your Subscription History

Once you have signed up to a Subscription Plan and DD agreement, you can access your Blockworx monthly invoices at any point in the Subscription History tab.

There will be a record of every invoice for your subscription in this tab.

1. Head to the Admin area and click on the Subscription History tab.
   
   
1. This tab will list every invoice which has been issued from Blockworx for the subscription plan you have selected.
   
   
2. You will note it lists the Goods and VAT amounts for each invoice and the Status which will let you know when it has been paid.
   
   
2. There is also an option to view and download each invoice.
   
   
1. To do this, click on the orange Actions button to the left of an individual invoice. This will offer you the option to download an individual invoice.
   
   
2. Click on the Download Invoice button and the file will download for you to be able to view or save this to your computer.
   
   
1. Information on when the Direct Debit payment was taken will be included on every invoice.
   
   
2. Please note that the invoice numbers are internally generated Blockworx numbers.