Help Center

Subscription & Billing

Whether you need to upgrade your account, access your Tradify Invoices, update your billing information or change your subscription user count, it can all be handled within Subscription and Billing.

Important Notes:

1. Tradify invoices are released on the 2nd of every month and payment is processed on the 7th or 8th of every month (depending on where you're based in the world).

2. Tradify bills in arrears. This means, invoices are always for the previous months use of Tradify. For example, the invoice for January will be released on the 2nd of February and payment will be processed on the 7th or 8th of February.

3. Tradify also bills on a pro-rata basis. This means, you'll always be accurately charged, regardless of any subscription changes made (i.e - user count change). The same applies for new subscription activations and cancellations - you'll only be charged for the time used within the billing month.

 

Contents:

 

 

How do I upgrade to a paid subscription?

Head over to Settings > Subscription and Billing.

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Note: The following fields need to be checked before upgrading the account.

Staff Members with Login Access: Relates to the number of staff members with login access.

Staff Members with No Access: Relates to the number of staff members with no access.

Note: As an example, if you have 2 users with login access and 1 with no login access, you'll wan't to set Staff Members with Login Access to 2, and Staff Members with No Access to 1.

I have a promo code: Use this if you have a promotion code to enter.

Note: Promo codes won't effect the subscription price until it has been approved by our accounts team. Once approved, the subscription price will update accordingly. Promos will always be checked before your first billing cycle commences.

Billing Information: Tradify uses this as the Bill-To information which is displayed on your Tradify subscription invoice.

Credit Card Information: The card applied will be used to deduct payments from.

Note: Tradify's billing system is only able to accept payment via VISA or Mastercard (debit and credit card). Direct debit via bank account is not a valid form of payment.
Note: In order to validate the card, there must be at least $1.00 on the card.
Note: Tradify in based in New Zealand. If you live aboard, please ensure there are no international blocks on the card.

Once you've entered all the relevant details, click the Upgrade button to activate your subscription.

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How do I access my Tradify subscription invoices?

Note: Subscription invoices are released on the 2nd of every month and payment is processed on the 7th or 8th of every month (depending on where you're based in the world).
Note: Tradify bills in arrears. This means, invoices are always for the previous months use of Tradify. For example, the invoice for January will be released on the 2nd of February and payment will be processed on the 7th or 8th of February (depending on where you're based in the world).

 

Click on Settings > Subscription and Billing > Invoices

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Note: Invoices will be ordered by billing date. Newest invoices will be displayed at the top of the list.  

 

 

How do I change my Subscription User Count?

Click on Settings > Subscription and Billing

Under Staff Members with Login Access, input the number of active Staff Members required.

Under Staff Members with No Access, input the number of No Access users required.

Click Save to finalise.

Note: Tradify bills on a pro-rata basis. This means, you'll only be charged for the time used within the billing month (based on your subscription user count).

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