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How To Subscribe To Aplos

Contents
  1. What Is Included In Your Subscription
    1. Core vs Lite Platform 
    2. How To Add Or Remove Users
    3. How To Add Or Remove Add-On Features
  2. Subscription Discount Options
    1. Annual Payment Discount
    2. Discounts For Small Organizations
    3. How To Enter A Promo Code
  3. Entering Your Payment Information

Access to Aplos can be purchased using a monthly or annual subscription. If you are an Administrator on your account, you can subscribe by logging in to Aplos and visiting the Subscription page.

In your Aplos account, click the gear icon in the navigation menu. Then click “Subscription.” From there, you can make any changes to your subscription and click “Subscribe Now.”

Note: If you are working with our sales team for a custom contract, you may be unable to edit the Subscription page and will need to contact sales@aplos.com to complete the subscription process.

What Is Included In Your Subscription

On the Subscription screen, you will be able to locate key items of your account, including:

  • Subscription renewal date
  • Billing period: monthly or annually
  • Subscription products and add-ons
  • Subscription price

Before you subscribe, you will want to confirm that the products, users, and add-on features include the items you need. 

*Note: If you are in contract, please reach out to support@aplos.com for subscription information.

Core vs Lite Platform 

You can choose between two platform tiers: Aplos Lite and Aplos Core.

The Aplos Lite platform includes access to all essential areas of the system. This includes:

  • Fund Accounting
  • Donations
  • Online Donation Forms & Widgets
  • Groups & Teams
  • Reports
  • E-File
  • Letters
  • Emails
  • Website Builder
  • People Database
  • Smart Lists
  • 2 Administrator Users

The Aplos Core Platform includes everything in the Lite Platform plus the following: 

  • Automatic recurring transactions to save time posting your register transactions
  • Accounts Payable to track and pay bills
  • Accounts Receivable for invoicing and online payments
  • User role permissions
  • Budgeting and Budget to Actual reports
  • Pledges and pledge tracking
  • Period Close to ensure changes to past transactions can no longer be made
  • Partner Integrations, including Bloomerang, PayPal, Church Community Builder, and DonorElf

Each platform option also includes 500 contacts for your people database. If you exceed the 500 contacts in your database, you will automatically be upgraded to the appropriate contact limit for $10 per 1,000 contacts. If you wish to move yourself to a higher contact limit, click “Change Subscription” and click the plus (+) button to move up to a higher contact volume. Then click “Save.”

How To Add Or Remove Users

Organizations are most successful when they have at least two people with access to their Aplos account. All platforms include up to two users. If you have Aplos Core or Advanced Accounting, you can add additional customized user role permissions as needed. Each user will have their own login (email address), password, and role (what they can access) within the account. To get started, click “Change Subscription.” Along with your subscription features, you can adjust the amount of users you wish to include in your subscription. Click either the plus (+) or minus (-) button to adjust your user count, and then click “Save.”

*Note: Each account automatically comes with 2 users.

Once complete, you will want to add and manage the users on your account. To begin adding your users, go to the “Settings” gear in your main navigation menu, and then click “Users.” From here, click “Add User,” which will allow you to enter their information and choose their role. For more information about user roles and permissions, check out our resource on Managing Your Users.

How To Add Or Remove Add-On Features

Before you subscribe, add any additional features you desire to your platform. Add-ons include:

Advanced Accounting Bundle

Advanced Budgeting (Requires Core)

Tag Dimensions

Allocations

ACH File Export (Requires Core)

Fixed Assets

Bill Pay (Requires Core)

Text To Give

Bulk Texting

Address Verification

Advanced Event Registration

PEX Prepaid Cards

Notifications


To choose your add-ons, click “Change Subscription.” View the available features and click either the plus (+) button or the trash can icon to add or remove any of your add-ons. Once complete, click “Save.”

Subscription Discount Options

Annual Payment Discount

You can set your billing cycle so you can pay monthly or annually. Discounted pricing is available if you pay for an annual subscription. To manage your billing cycle, click “Change Subscription.” From there, you will be able to toggle between Monthly or Annually. Then click “Save.”

Discounts For Small Organizations

If your organization is small and makes $50,000 or less in annual revenue, or it was founded in the past year, you can petition for a larger discount. For more information about our small organization discount, please fill out our Pricing Application, and we will reach out as soon as possible.

How To Enter A Promo Code

There are periodic promotions available for those who subscribe during their free trial. If you have a promo code to receive a discount on your Aplos subscription, you can enter the code before you complete your checkout. From the Subscription screen, you will want to locate the banner at the bottom with a promo box next to “Subscribe Now” and then choose “Change Subscription.” This is where you will enter the promo code and click “Apply.”

If you have entered the promo code successfully, you will notice a green header appear that confirms the promo code has been applied. You will notice the discount has been applied to your total. You will also see the date the promotion is valid through.

Promo codes are case sensitive, so be sure to enter it exactly as it is shown. Some codes may also have specific terms, so if you enter an invalid code, it will alert you that the code is no longer valid for use.

Entering Your Payment Information

Once you are ready to check out, click “Subscribe Now.” You will be shown a secure form where you are able to add your choice of payment method. Credit cards, debit cards, and ACH (bank withdrawals) are all accepted. Then click “Pay Now.”

The system will run your first month’s subscription immediately and extend out your expiration date. (If you still have days remaining in your free trial, you will keep the value of those free days.) The Administrator of the account will receive a confirmation email receipt. 

If you have any questions about your subscription, please reach out to support@aplos.com.

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Contents

  1. What Is Included In Your Subscription
    1. Core vs Lite Platform 
    2. How To Add Or Remove Users
    3. How To Add Or Remove Add-On Features
  2. Subscription Discount Options
    1. Annual Payment Discount
    2. Discounts For Small Organizations
    3. How To Enter A Promo Code
  3. Entering Your Payment Information

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Knowledge Base Articles

  • Talk to Our Team: Get Started With Bill Pay
  • Importing Accounts Receivable Entries In Aplos
  • Importing Accounts Payable Entries In Aplos
  • Importing Pledges
  • Talk to Our Team: Get Started With Advanced Event Registration
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