Billing and subscription
Plans, seats, invoices and what changes when you switch plan.
7 articles
How do I change or cancel my plan?
A plan or seat change is applied immediately and prorated; a cancellation takes effect at the end of the period you have already paid for.
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How do I move from the trial to a paid plan?
Pick a plan and a seat count, and checkout opens in a Paddle window. Nothing is charged during the trial and no card is needed to start one.
What do the retention add-ons do, and how do I buy one?
Two optional add-ons keep your data longer than your plan does, without changing plans. They are billed with your subscription, and cancelling gives you two months before anything is removed.
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Where do I find my invoices?
Subscription invoices sit under Billing history on the subscription screen; the invoices you issue to your own customers are a different screen.
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How do I create an invoice for a customer?
Pick a customer and a currency, fill in the lines, then mark the invoice as awaiting and download the PDF. The customer, the currency and the awaiting step cannot be taken back.
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How do I record a payment on a customer invoice?
Recording a payment logs money that already arrived. It works on awaiting and partially paid invoices, cannot exceed the outstanding amount, and cannot be undone.
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How do I change the card we pay with?
Update it from Payment method in your account. The card is saved after the first successful payment, and it can be swapped but not removed while a subscription is running.
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