Subscribing to Katana

How to subscribe to Katana

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Are you ready to subscribe? We hope that Katana will make managing your business easier and help you to keep on top of your inventory and production activities.

When you sign up for Katana (find the instructions here), a 14-day free trial will be activated. If you want to continue using Katana after the trial period, you'll need to subscribe to a paid plan.

Note: The trial period will continue through all 14 days even if you subscribe before the trial has expired.

There are four subscription plans available: Essential, Advanced, Professional, and Enterprise. Find more details here:

By default, the Essentials plan is activated on your trial account. An Advanced or higher plan can be activated by:

  • Enabling an Advanced plan feature on the account (e.g. enable batch number tracking for an item, add an Operator to the Shop Floor App or enable Multicurrency).

  • From the Subscription page. Log in to Katana, click on your account name in the top corner and select Subscription.

You can choose between a monthly or annual subscription.

Complete the following steps to subscribe:

  1. During your free trial period, you will see an alert at the top of the screen indicating the number of days left on your trial.

  2. Click Add billing details on this alert or access the subscription setup by clicking on your company name in the upper right corner and selecting Subscription > Manage your subscription > Edit under 'Billing Information'.

    If your trial has ended, you can log in to Katana, but you'll need to subscribe to access your account. Choose a subscription plan and enter your billing details.

    Note: If you connected to Katana directly from the Shopify app store, the red button will say Accept charge. You will then be billed for your subscription directly by Shopify.

  3. Choose either an Annual or a Monthly subscription.

  4. Check your subscription details and click Start subscription.

  5. You will then insert your billing information.

    Note: We only accept credit card payments - Mastercard, Visa, and American Express. To pay via PayPal, please contact our support either through the chat bubble in the bottom corner of your screen or via [email protected].

  6. Click Update Billing Information and that's it! You can close the subscription pop-up window and continue using Katana.

    The first charge will occur only after your trial period has ended, you will not lose any trial period days even if you subscribe before the end of the trial.

    You will automatically be charged at the beginning of each billing period until you cancel. You can manage your active subscription by clicking on your company name in the upper right corner and selecting Subscription.

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