Business Settings & Plan
Where to view your business information and manage your plan features and capacity limits.
Business Information
Go to Settings > Business to view your business details:
- Business Name
- Contact Phone (and a secondary phone, if set)
Note
Business information is currently view-only in the portal. It was set when your account was created — contact support if you need to change it.
Who can see this?
The Business, Branding, and Plan pages are visible only to business-level users (like the account owner). Team members with store-level roles do not see them.
Plan & Features
Go to Settings > Plan to see everything included in your plan.
Your subscription at a glance
At the top of the Plan page you'll find your subscription card showing:
- Plan name and price (or "Free" for the free plan)
- Status — Active, or a warning state if your subscription has expired
- Renewal date — when the current period ends
Requesting an upgrade or renewal
There is nothing to pay online — plans are managed by the Cashvio team. To upgrade or renew:
- Open Settings > Plan.
- Click Request upgrade or renewal.
- Optionally write what you need (for example "we need more stores").
- Send the request — our team receives it with your account details and contacts you.
This button works even after your subscription expires, so you can always ask for a renewal.
What happens when a paid plan expires
On the free plan?
The free plan renews itself automatically — no reminders, no read-only period, no lock. Everything below applies to paid plans only.
You will never be locked out without warning:
- Reminders — we email you (and send an in-app notification) 7 days, 3 days, and 1 day before your subscription ends.
- Read-only period — after the end date, your account switches to read-only for a limited grace period (about a week). Everyone can still log in and view orders, products, reports, and customers — but nothing can be created or changed. A banner on the Plan page shows exactly when the grace period ends.
- Account lock — if the subscription still isn't renewed when the grace period ends, sign-in is disabled until you renew.
Your data is safe
Nothing is ever deleted when a subscription expires. Renewing restores full access exactly as you left it.
Features are grouped into three sections:
| Group | What it contains |
|---|---|
| Modules | The main sections of the system (Orders, Products, Inventory, Customers, Suppliers, Analytics, POS, Roles, Online Store, Coupons, Overdue Payments) |
| Advanced Features | Extra capabilities such as advanced analytics, advanced inventory, and custom reports |
| Capacity Limits | Your plan's limits — maximum stores, users, and POS devices ("Unlimited" when there is no cap) |
Turning features on and off
Features you are allowed to control show a toggle switch — for example, you can switch off a module your team doesn't use, and it disappears from the sidebar for everyone.
Some features display a chip instead of a toggle:
| Chip | Meaning |
|---|---|
| Upgrade | Not included in your current plan — upgrade to unlock it |
| Locked | Included and always on in your plan — cannot be switched off |
| Custom | Set specifically for your account by the Cashvio team |
Tip
Turning off unused modules keeps the portal simpler for your team. You can switch them back on at any time without losing data.