How to downgrade from OkiOki Smart to OkiOki Start

In this article, we explain step by step how to easily downgrade your account from Smart to Start. Download your archive and then contact support to have your current Smart account deleted. Once this is done, you can create and register a new OkiOki Start account.

• How to downgrade? (step-by-step plan)
• What changes when you switch to Start?
• Still unsure? Smart vs Start decision aid

How to downgrade from Smart to Start? (step-by-step plan)

The downgrade consists of three steps:

1. Download your archive
2. Cancel your subscription (if applicable) and contact OkiOki Support
3. Register again with OkiOki Start

Step 1: Download your archive

Before we delete your Smart account, you must download your complete archive. This way you keep your own copy of your documents.

1. Go in the menu to Documents > Download archive.
2. Choose the desired period(s).
3. Download the files.
4. Save everything locally, for example on your computer or in your own cloud storage.

Step 2: Cancel your subscription (if needed) and contact OkiOki Support

How you perform this step depends on how you use OkiOki:

If you pay for OkiOki yourself

1. Go in the menu to Your account > Subscription.
2. Cancel your Smart subscription there after you have downloaded your archive.
3. Then contact support asking to completely delete your Smart account and convert it to Start.

If you use OkiOki through your accountant

In that case, you do not pay for OkiOki yourself and you do not see your own subscription in the menu. You do not need to cancel any subscription.

Contact support directly asking to convert your account from Smart to Start.

In both cases:

• mention that you want to downgrade from OkiOki Smart to OkiOki Start, and
• indicate that you have already downloaded your archive.

Support will then delete your Smart account. This is a final action: the account and contents will be completely removed.

Step 3: Register again with OkiOki Start

As soon as your Smart account has been deleted, you can start again with OkiOki Start.

This can be done in two ways:

• via a new registration on the OkiOki website, or
• via a new invitation from your accountant.

Your new account will then run on the Start plan. In OkiOki Start you cannot link a bank account.

What changes when you switch to OkiOki Start?

What happens with your bank connection and cash flow features?

In OkiOki Smart, OkiOki uses your bank transactions to:

• monitor your cash flow,
• link payments to invoices,
• detect outstanding invoices.

In OkiOki Start you cannot link a bank account. The features that require bank transactions (such as cash flow and payment tracking) are not available there.

What does OkiOki Start do automatically?

OkiOki Start focuses on e-invoicing. This means concretely:

• You can create and send e-invoices from OkiOki (sales invoices).
• You can receive e-invoices in OkiOki (purchase invoices).
• Your e-invoices (both sent and received) are automatically sent to your accountant.

What do you have to do manually in OkiOki Start?

In OkiOki Start you can only process e-invoices. Documents that you do not receive or create and send as e-invoices (for example a regular PDF invoice, paper invoices or receipts) cannot be processed in Start.

You must therefore deliver those documents entirely outside of OkiOki to your accountant, for example by email or via the channel you have agreed upon together.

Still unsure? Smart vs Start decision aid

Are you unsure whether you should downgrade? Then especially look at what you find important in your administration.

When is OkiOki Smart a better fit for you?

OkiOki Smart is especially interesting if:

• you want a real-time view of your cash flow based on your bank transactions,
• you want payments to be automatically linked to invoices,
• you expect as much automation around payments and outstanding invoices as possible.

When is OkiOki Start a better fit for you?

OkiOki Start is especially interesting if:

• you mainly want to comply with the e-invoicing obligation,
• you mainly want to use OkiOki to send and receive e-invoices,
• you are okay with delivering other documents (PDF invoices, receipts, ...) yourself to your accountant.

Still unsure? Then contact support.