Go Live
Move from the migration sandbox to a paid plan.
Overview
New workspaces start on a 14-day Migration plan for data migration, training and set-up. Go Live moves you to the paying plan that fits your users and companies. It first takes a backup, then deletes the test data you created while setting up (your settings, users, companies, chart of accounts, taxes and payment terms stay, and document numbering starts again), and then raises your first invoice, which is due in seven days. A preview shows what will be removed. The account owner can do this; Xetuu staff can also do it on your behalf.
If the 14 days run out, the workspace is locked, but the Control Panel stays open so you can still go live, and only Xetuu administrators can extend the period.
When to use go live
- Migration and training are finished.
Step by step
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Take your workspace from the free Migration sandbox into real, paid use.”
- The screen says: “You are on the Starter plan. Manage your plan and invoices under Plan & Billing.”
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- control-panel.billing.pay