Every plan
Billing
See your plan and what it includes, update your card and invoices, pause or cancel in one click, or delete your account.
Who it's for
Everyone with an account. On the Audit, Growth or Managed plan, this is where you look after your subscription. Without a plan, it shows the plans you can start.
How to use it
- Check your plan. Click Billing in the left menu. The top card shows your plan, its status and your price. It also shows the date it renews, ends or resumes. During a free trial, it shows the day the trial ends. If you joined at a launch price, it shows that price and says it stays the same while your subscription stays active.
- Change your card, see invoices or switch plans. Click Manage billing. This opens the billing portal run by Stripe, our payment provider. There you can change your card, see and download your invoices, and move to another plan. Stripe works out the price for the days left. We never store your card details.
- Pause or cancel. Each takes one click, with no offers to stay. Pause stops scheduled audits and billing now. It starts again by itself after the number of days on the button, counted from the end of your paid time. Click Resume now to restart sooner. Cancel at the end of the period stops the plan when your paid time ends, and nothing more is charged. Until then, Keep my subscription undoes it. Changes show once Stripe confirms, usually within seconds.
- Delete your account. At the bottom of the page, type DELETE in the box and click Delete my account. Only the account owner can do this. It cancels your subscription at once and deletes every business, audit, memo, draft and connection. Then it deletes the account and signs you out. Invoices stay with Stripe as tax records. You can't undo this.
What you'll see
Below the plan card, a list shows what your plan includes. Each line is marked active, or "Arriving later" if it is not out yet. Those lines are part of your plan and switch on when they are released, at no extra charge.
If a payment fails, a red notice asks you to update your card before the date shown. Click Update card to open the portal. If the card is not fixed by then, audits pause until a payment goes through.
After you cancel, your audits, memos and settings are kept for the number of days shown on the page. Subscribe again before then and you keep everything.
What it doesn't do
- Invoices are not listed on this page. You see them in the Stripe billing portal.
- Cancelling doesn't refund the time you have paid for. For refunds, see Your business and your plan.
- Pausing or cancelling doesn't delete your data. Only Delete my account does that at once.
- A plan set up for you by us, at no charge, has nothing to pause or cancel here.