Account Settings 6 min read

Billing and Subscription

Billing and Subscription

Manage your subscription plan, payment methods, and billing information.

Current Plan Overview

View your subscription details: - Plan name and tier - Monthly/annual billing - Number of users included - Storage limit - API call limit - Next billing date - Current usage

Available Plans

Starter Plan - $29/month

  • Up to 3 users
  • 100 deliveries/month
  • Basic reporting
  • Email support
  • 5GB storage

Professional Plan - $79/month

  • Up to 10 users
  • 500 deliveries/month
  • Advanced analytics
  • Priority support
  • 25GB storage
  • API access

Business Plan - $199/month

  • Up to 50 users
  • Unlimited deliveries
  • Custom reports
  • Phone support
  • 100GB storage
  • Advanced integrations
  • Custom branding

Enterprise Plan - Custom pricing

  • Unlimited users
  • Unlimited everything
  • Dedicated support
  • Custom storage
  • SLA guarantee
  • On-premise option
  • Custom development

Changing Your Plan

Upgrade

  1. Go to Settings > Billing
  2. Click Upgrade Plan
  3. Select new plan
  4. Review changes
  5. Confirm upgrade

Benefits: - Immediate access to new features - Pro-rated billing - No data loss - Seamless transition

Downgrade

  1. Go to Settings > Billing
  2. Click Change Plan
  3. Select lower tier
  4. Review limitations
  5. Schedule downgrade

Important: - Takes effect at end of billing period - May lose access to some features - Data within limits is preserved - Excess data must be deleted

Payment Methods

Supported Methods

  • Credit cards (Visa, Mastercard, Amex)
  • Debit cards
  • PayPal
  • Bank transfer (Enterprise only)
  • Purchase orders (Enterprise only)

Adding a Payment Method

  1. Go to Billing > Payment Methods
  2. Click Add Payment Method
  3. Enter card details
  4. Set as default (optional)
  5. Save securely

Updating Payment Method

  • Edit existing card
  • Add expiration date
  • Update billing address
  • Change default method

Billing Information

Update company details: - Company legal name - Tax ID / VAT number - Billing address - Billing email - Purchase order number

Invoices

Accessing Invoices

  • View all past invoices
  • Download as PDF
  • Email to accounting
  • Export for tax purposes

Invoice Details Include

  • Invoice number
  • Billing period
  • Itemized charges
  • Payment method
  • Tax breakdown
  • Payment status

Subscription Billing Cycle

Monthly Billing

  • Charged on same day each month
  • Easy to cancel
  • Flexible for growing teams
  • Good for testing

Annual Billing

  • Save 20% compared to monthly
  • One invoice per year
  • Predictable costs
  • Lock in current pricing

Switching Billing Cycles

  • Change from monthly to annual
  • Receive pro-rated credit
  • Next charge at new interval
  • Can switch once per year

Usage-Based Charges

Additional charges for: - Extra deliveries beyond plan limit - Additional storage (per GB) - Extra API calls - Premium support hours - Custom development

Rates: - $0.50 per extra delivery - $2.00 per GB storage/month - $0.001 per API call - Custom rates for Enterprise

Managing Costs

Monitor Usage

  • Dashboard shows current usage
  • Set up usage alerts
  • Projected end-of-month cost
  • Historical usage trends

Cost Optimization Tips

  • Archive old deliveries
  • Clean up unused products
  • Optimize API calls
  • Review user count
  • Consider annual billing

Credits and Refunds

Account Credits

  • Apply to future invoices
  • Never expire
  • View balance in Billing
  • Issued for:
  • Downgrades (pro-rated)
  • Service disruptions
  • Promotional offers

Refund Policy

  • 30-day money-back guarantee
  • Pro-rated refunds on annual plans
  • Request via support ticket
  • Processed within 5-10 business days

Failed Payments

If payment fails: 1. Email notification sent immediately 2. Auto-retry in 3 days 3. Second retry in 7 days 4. Account suspended after 10 days 5. Data deleted after 30 days

To resolve: - Update payment method - Contact your bank - Use alternative payment - Contact support

Canceling Subscription

To cancel: 1. Go to Billing > Cancel Subscription 2. Select reason (helps us improve) 3. Confirm cancellation 4. Access remains until period ends

What happens: - No further charges - Access until subscription ends - Can reactivate anytime - Data exported or deleted

Data Export Before Canceling

Before canceling, export: - All delivery records - Customer information - Product data - Reports and analytics - Historical invoices

Reactivating Account

To reactivate: 1. Log in to account 2. Go to Billing 3. Click Reactivate 4. Choose plan 5. Add payment method 6. Instant reactivation

Tax and Compliance

Sales Tax

  • Calculated based on billing address
  • Rate shown before payment
  • Included in invoice
  • Varies by location

VAT (EU Customers)

  • Reverse charge for businesses
  • Provide valid VAT number
  • Exempt from VAT if qualified

Receipts

  • Automatic email after payment
  • Download from Billing section
  • Include tax breakdown
  • Formatted for accounting

Enterprise Billing

Special terms for Enterprise: - Custom payment schedules - Net-30 or Net-60 terms - Purchase orders accepted - Volume discounts - Multi-year agreements - Dedicated account manager

Billing Support

Need help? - Live chat (Business+) - Email support (all plans) - Phone support (Business+) - Priority queue (Enterprise)

Common requests: - Update billing information - Request invoice copy - Dispute a charge - Change payment method - Cancel subscription

Security

Your payment data: - PCI DSS compliant - Encrypted at rest - Never stored on our servers - Processed by Stripe - Secure tokenization

Best Practices

✅ Keep payment method current ✅ Enable billing alerts ✅ Review invoices monthly ✅ Consider annual billing ✅ Set usage limits ✅ Export data regularly ✅ Update tax information

FAQs

Can I change plans mid-month? Yes, you'll be pro-rated automatically.

Do unused deliveries roll over? No, limits reset each billing period.

Can I add just one more user? Users are included per plan tier.

What happens if I exceed limits? Overage charges apply automatically.

Can I pause my subscription? Not currently, but you can cancel and reactivate.

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