SeroBooks is sold by subscription. Your plan decides which parts of SeroBooks your company can open and how many users and locations it includes. Your role (see Roles and permissions explained) then decides what each person may do within that.
SeroBooks subscriptions are bought, changed and cancelled on the web, not inside the app. The desktop app shows you what your plan includes, and sends you to the web whenever there is something to buy or renew.
Where to manage your subscription
| To do this | Go here |
|---|---|
| See plans and prices, or sign up | serobooks.app/pricing in your browser. The Sign up on serobooks.app link on the sign-in screen opens it. |
| See your current plan, its dates, and your payment history | The Package Subscription page of the Back Office: open Menu ▸ Admin ▸ Back Office, then Settings ▸ Package Subscription. |
| Change plan | Manage Subscription on the Package Subscription page. |
| Cancel | Cancel subscription or trial on the Package Subscription page. |
| Renew an expired subscription | Renew on serobooks.app from the sign-in screen (see below), or the Package Subscription page. |
Only people whose role holds the subscription and business settings permissions (the Admin always does) see Package Subscription in the Back Office.
The Package Subscription page
The page is headed Package Subscription Management — Manage your subscription plans and billing.
Active Subscription
Your current plan, marked Running, with:
| Item | Meaning |
|---|---|
| Plan name | The package you are on. |
| Start Date / End Date | The current period. |
| Remaining N day(s) | Days left in the current period. |
| Manage Subscription | Opens the plan-switching page to move to another plan. |
| Cancel subscription or trial | Shown for subscriptions paid by card. Asks Cancel? You keep access until your trial or paid period ends, and your card will not be charged again. |
If there is no current plan, the page reads No active subscription found — Choose a plan below to get started.
Other sections
| Section | What it shows |
|---|---|
| Upcoming Subscriptions | A plan that starts when the current one ends, marked Upcoming. |
| Pending Approval | A plan waiting to be confirmed, marked Pending. |
| All Subscriptions | Every subscription the company has had, with Package Name, Start Date, Trial End Date, End Date, Price, Paid Via, Transaction Id, Status, Created At and Created By. |
| Packages | The plans you can buy. |
| Add another product | Plans for Sero's other app. Subscribing adds it to this same company — one login, one set of numbers — and your staff keep the roles they already have. |
The free trial
A new SeroBooks company starts with a free trial. During the trial every part of SeroBooks is open, including the parts a lower plan does not include, so you can try everything. When the trial ends, the plan you chose applies.
The trial is started on serobooks.app with a payment card. Nothing is charged for the trial days; the plan's price is charged when the trial ends unless you cancel before then with Cancel subscription or trial.
If you cancel during the trial, a short strip at the bottom of the screen reminds you once a day how long the trial has left — Your free trial ends in N days. Resubscribe to keep SeroBooks. — and its Resubscribe button opens the SeroBooks plans page (serobooks.app/pricing) in your browser.
What your plan includes
The accounting core — invoices, bills, payments, banking, sales tax, the ledger and reports — is in every plan. Some parts of SeroBooks belong to a higher plan, for example Amazon settlement sync, Warehouse bins and pick/putaway, Multi-channel reconciliation and Advanced role permissions. The current list for each plan, and how many users and locations each includes, is on serobooks.app/pricing.
How a plan lock looks in the app
A screen your plan does not include stays visible in the menus with a small award-badge icon beside its name — a different mark from the padlock that means your role needs approval. Clicking it opens a card named after the feature:
- [Feature] is part of [plan]. Your plan is [your plan] — upgrading opens it immediately, and nothing already in your books changes.
- Nothing you have entered is affected either way. Your ledger, your documents and your reports stay exactly as they are — this only opens a part of the product you have not bought yet.
- Not now and Talk to us about upgrading both close the card. The app does not take payment; to upgrade, use Manage Subscription in the Back Office or contact support.
The difference matters: a plan lock can only be opened by changing the plan; a padlock can be opened by someone with the right to approve it.
A few tiles on the Admin screen use a similar lock: clicking a plan-locked tile shows an Upgrade to SeroBooks Pro card listing what SeroBooks Pro adds, where See Pro plans opens serobooks.app/pricing in your browser and Not now closes the card.
Users and locations
Each plan includes a number of users and locations. When the user allowance is used up, adding a user is refused with Your plan's user limit is already used. Upgrade the plan or deactivate a user first. See Set Up Users and Roles.
When your plan changes
When the plan changes while SeroBooks is open — an upgrade, an add-on, a trial ending — the screens you can open change the next time SeroBooks starts. Nothing is taken away from under you while you work. Close and reopen SeroBooks to see the new set of screens straight away.
When a subscription ends
If your company's subscription has ended, signing in stops with a Subscription expired box:
Your SeroBooks subscription has expired, so this sign-in was not completed. Renew your subscription on the web and sign in again — everything is exactly as you left it.
- Renew on serobooks.app opens the pricing page in your browser.
- Close returns to the sign-in screen.
Your books are kept exactly as they were. After renewing, sign in again.
Tips
- Watch the End Date on the Package Subscription page, so a lapsed plan never stops a morning's work.
- Check the plan before assigning roles. A role cannot give anyone a screen the plan does not include.
- Use the trial fully. Everything is open during the trial; try the parts you might need later, such as Amazon or warehouse bins, before choosing a plan.
Common problems
A screen has an award-badge icon and will not open. It is not in your plan. Upgrade with Manage Subscription, or ask support which plan includes it.
A screen has a padlock. That is a role permission, not the plan. See Roles and permissions explained.
I upgraded but the new screens are not there. Close SeroBooks completely and open it again.
"Subscription expired" at sign-in although we paid. Sign in to the Back Office from a browser and check Package Subscription; if the plan shows Running, contact support.