Everything here is on Settings, under Billing, and is for a workspace Admin. For prices and allowances see Plans, checks and limits, and for the trial, cancelling and invoices see Billing and the free trial.
Top up checks
If you run out of checks before the 1st, add more instead of changing plan.
- Open Settings, then Billing.
- Under Top up checks, choose a pack and choose Top up. Payment is on Stripe's page.
- The checks are added to the workspace allowance, shared by every project, and used once the month's plan checks run out.
The Billing card then shows how many top-up checks are left. Topped-up checks stay active throughout your subscription and expire 12 months after it ends. Top-ups are for workspaces on a paid plan.
Refer and earn
The Refer and earn card, under the Billing card, holds your workspace's referral link.
- Choose Copy link and send it to someone. The card states the credit you earn when they subscribe and the discount they get.
- Below the link, referred, rewarded and credited count the people who used it, the ones who subscribed, and the credit added to your account. owed appears when credit is waiting to be applied.
Referral links are for workspaces on a trial or a paid plan. A workspace Admin creates the link the first time the card opens.
Change plan
- Choose Change plan on the Billing card.
- Pick Brands or Agencies if both are shown, and Annual or Monthly.
- Choose Upgrade or Downgrade on the plan you want.
- Read the summary and choose Confirm, or Back to leave it.
| Change | What happens |
|---|---|
| Upgrade | You get the new plan now and pay the prorated difference today. |
| Downgrade | The new plan starts at your next renewal and you keep the current one until then. No refund. |
If a downgrade is waiting and you choose Manage billing, you are asked to confirm, because opening billing cancels the waiting change.
How long history is kept
The answers you can see go back as far as your plan allows. On Startup and Scale-up that is 12 months, and the other plans keep everything. When some runs are older than that, a line beside the filters reads Data retention: 12 months, and its hover gives the date from which data is shown. Older answers are hidden, not deleted, and come back if you upgrade.
Notices on the Billing card
A notice appears above the buttons when a payment needs you.
| Notice | What to do |
|---|---|
| Confirm your payment | Your bank needs you to confirm a payment. Choose Confirm payment. |
| Billing address needed | An invoice could not be issued. Choose Update billing information and check the address. |
| Invoice not issued | An invoice could not be issued. Choose Update billing information and check the details. |
| Invoice delayed | Tax could not be worked out. It is retried, and there is nothing to do. |
After checkout
When you return from Stripe, the Billing card shows one line: Subscribed to the plan, with "You can use the new plan's checks now", or Payment pending until Stripe confirms the payment. If you close the page before paying, it reads Checkout cancelled, Checkout expired or Checkout not finished, and no payment is taken.