Managing your subscription

Billing sandbox and administration: plans and modules; use a sandbox. This is part of chapter 36 of the NormaQMS User Guide.

Plans and modules

Open: Settings > Billing. Administrator access is required. Document Control and Training are included free and always; their tiles read Included free. Other modules are bought one at a time, as one bundle (the Everything, one price card: every module and unlimited users), or through a standards tier that appears when your adopted standard is AS9100 or ISO 13485 and adds that standard's overlay. Before your organization has a subscription, a locked module's tile shows its list price and an Unlock link to the module's own page, where an administrator's Unlock starts Stripe's checkout; the bundle and tier cards go to checkout too. Once there is a subscription, Unlock on a module's page no longer starts a checkout: it takes you to that module's Add button on Billing, which shows the prorated charge before the module is added to the subscription you already have. On Billing, a locked module's tile then shows Add, and the bundle, tier and edition cards show Upgrade: each is added to the subscription you already have and charges the prorated difference today, and unused time on anything an upgrade replaces is credited to your account balance (Change or cancel a plan, below). Traveler is bought in the page's NormaMES section and NormaECS Monitor in its NormaECS section. When no tier applies the page says so: Working toward AS9100 or ISO 13485? Switch the standard in Settings and the tier appears here. An AS9100 tier does not by itself represent the ISO 13485 overlay, or vice versa.

When your organization has three modules on their own, Billing and each locked module's page show what a fourth module would bring your plan to, beside Complete's price for every module, at your subscription's monthly or yearly billing. It is information only: you can still add the module.

Review the current plan, billing interval, and checkout summary in the app before confirming a subscription change. Manage billing opens the billing portal for payment, invoice, and cancellation management; it appears after your first purchase. Turning a module off keeps its records: they still leave in every export (chapter 35), and they are back in the module the moment you turn it on. To close the organization entirely, see Close the account below. Prices are intentionally not reproduced in this manual; the current billing screen and checkout are the authority for a purchase. The public Pricing page (/pricing, linked from the site header) lists every plan with its monthly and annual price. Annual billing is ten months' price for twelve months, on every plan, and every plan has unlimited users.

Stripe's checkout has a field for a promotion code. If you came to Norma through your consultant's referral link, their code is already applied to your first subscription: 20% off for 12 months. A code applies once per customer, and only one code applies at a time.

The onboarding pages in NormaLMS (training items, tests, job roles, trainers and sign-offs; chapter 11) are part of Training and free on every plan. The NormaLMS course library is a separate product outside this guide. It is sold as one add-on, the NormaLMS Library, for unlimited learners, with three paths: ISO 9001 for Small Manufacturers, AS9100 and IA9100 for Small Aerospace Shops, and ISO 13485 for the Small Medical Device Manufacturer. The earlier NormaLMS Team and Quality plans are withdrawn. A standards tier includes the NormaLMS Library, and its card says so; an organization holding a tier is not offered it again.

Two more products are bought from Billing, each on its own subscription. Traveler (work centers, parts, routers, jobs and dispatch, with sign-offs on the shop-floor tablet) can be bought without NormaMES or any QMS plan, under NormaMES on the Billing page. NormaMES includes Traveler, so an organization that has NormaMES or Traveler is not offered it: Your organization already has Traveler. NormaMES includes it. NormaECS Monitor, which records export classifications (chapter 44), is in its own NormaECS section until the organization has it: Your organization already has NormaECS Monitor. Both are listed on the public Pricing page.

Adopting a standard in a scope is separate from buying its overlay. A Plan gap calls attention to that difference. If payment was just completed, reload the module and Billing; if access still disagrees, contact support with the organization and transaction context.

Use a sandbox

Eligible plans allow an administrator to create a sandbox from the production organization's Settings. The sandbox shares plan entitlements but starts with empty business records. It is intended for training, onboarding, and qualification exercises.

1. Choose Create sandbox from the parent organization's Settings.
2. Open it and confirm the Sandbox identification before creating sample records.
3. Run the exercise with sample people, documents, and quality records.
4. Return to the production organization and confirm its work and registers remain separate.
5. When a clean training environment is needed, use Reset sandbox from the parent. Reset archives the old sandbox and creates a fresh one; it does not erase its chain history.

Sandbox documents, NCs, and CAPAs use SBX identification and exports carry sandbox identification. Do not copy sandbox evidence into a production acceptance decision. Sandbox reset is not a production reset or backup recovery feature.

In the user guide

This article is part of chapter 36, "Billing sandbox and administration", of the NormaQMS User Guide (NORMA-UG-001), which is under Help > User guide. Chapter numbers in the text refer to that guide. The same chapter also covers: Your free trial; When a payment fails; Change or cancel a plan; Close the account; Telemetry; Integration register; Validation evidence and continuity.