Sunrise Plus FAQ

Sunrise Plus - FAQ

Your Sunrise Plus FAQ's 


What is Sunrise Plus:

Sunrise Plus is a premier, do-it-yourself software package for Sunrise. It takes several newly released features and tools and bundles them together. You need to have a Sunrise account to use these tools.

How is Sunrise Plus different from the Professional Bookkeeping Services?

Sunrise Plus is a do-it-yourself software upgrade. You do not get a personal bookkeeper to manage your books like you do with our professional bookkeeping services. Our Professional Bookkeeping Services customers enjoy both a dedicated bookkeeper and all the features of Sunrise Plus.

How do I cancel Sunrise Plus?

You can cancel Sunrise Plus directly in your account setting within Sunrise. You will need to be logged in to do this.

What is included in Sunrise Plus?

You get all the features of the Sunrise free software, and the following tools:
  1. Additional Customer Payment options including: Stripe, Square, and PayPal
  2. Discounts on processing fees, including a 1% discount on payment processing fees for credit cards and ACH transactions through SunrisePay
  3. Expanded Auto-categorization and Smart Matching tools
  4. Recurring Invoices and Invoice Customization Features
  5. 1099 Export Tools for easier tax filing
  6. Unlimited Account Users and Business Organization access
  7. Deeper Cash Flow Insights to know the health of your business
  8. Easily export 1099

When did Sunrise Plus launch?

Sunrise Plus launched September 1, 2021


Why the addition of Sunrise Plus?

Over the years, Sunrise has become more and more robust. The Sunrise Plus features an extension of tools that, while superior, are not required to use Sunrise. Essentially it is an upgraded package for those customers who need the additional tools to move beyond basic bookkeeping.


Will all Sunrise customers be required to use Sunrise Plus?

No. It is an opt-in service only. Our plan is to continue to maintain a free version of Sunrise.

Do I lose my Sunrise Plus features after canceling Sunrise Plus?

The short answer is “yes”. However, if you have set up a recurring invoice or similar process (such as user accounts) these will not be shut off. For example, you’ll no longer be able to create new recurring invoices, but you can remove/delete existing ones.


Why do I need to input my credit card information to begin my free trial?

We are confident that once you experience Sunrise Plus you will want to stick around, and collecting credit card info upfront helps simplify the process. If you don’t find value, then canceling is easy. You won’t be charged if you cancel before the trial ends.

Can I sign up for multiple free trials?

Free trials are limited to 1 per user.

What happens if a I cancel in the middle of a free trial?

You will retain access to your Sunrise Plus account through the end of the trial period and will not be charged at the end.

What happens if a I cancel in the middle of a billing cycle?

You will retain access to your Sunrise Plus account through the end of the billing cycle and will not be charged again.

If I cancel my Plus subscription what happens to the recurring invoices I have set up?

The existing recurring invoices will continue to send on their regular cadence and they can be canceled/deleted as needed, but you will be unable to edit or create new recurring invoices.

If I cancel my Plus subscription what happens to the custom invoice templates that were created?

The existing templates will still be available for use on new and existing invoices, but you will be unable to edit or create new templates.

If I cancel my plus subscription what happens to invoices that are set up with Stripe/Paypal/Square payment integrations?

Your customers will be able to pay existing invoices via Stripe/Paypal/Square, and any auto-pay using these integrations will be allowed to continue. Stripe/Paypal/Square will not be allowed on any new invoices, and any existing draft invoices will no longer be integrated with Stripe/Paypal/Square.

If I cancel my Plus subscription what happens to the multiple organizations that have been created?

You will retain access to any organizations that were created, but will be unable to create new organizations.

I’m a Plus user with multiple organizations. Will I enjoy Plus access on all my organizations I’ve created?

The Plus subscription is organization based, and will only apply to the original organization subscribed. Any additional organizations created will be subscribed to the free version unless separately upgraded.

If I cancel my Plus subscription what happens to multiple users that were given access to the account?

The multiple users will retain their access, but no new users may be added.

Are there limitations to what I may do during a free trial?

No limitations, you will have full access to the software.

I’m a Plus subscriber, why am I unable to edit/customize the standard invoice template?

The standard template is uneditable, but Plus users may create unlimited new custom templates. Use the "Add New" feature in the top right on the template to access our creative tools..


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