Settings for Plan and Billing

Settings for Plan and Billing

Alert
Only Administrator role can perform this action.

1. Plan & Billing Setting Page

To change your Plan and Billing settings, go to the Plan and Billing page under Settings in the left-side menu.

Plan and Billing Option

The Plan and Billing page will look like this.

Plan and Billing Page

At the top of the page, you will find buttons for "Upgrade Plan," "Payment Methods," and "Back." 


1.1 Current Plan

On the top left side, you can see details about your current plan. 

1.2 Billing History

Below in the table, you will find your Billing History, which shows payment details for your plan and invoices from the company.


1.3. Invoice

You can download the payment invoice by clicking the green download icon next to your Billing History record.

Sample Invoice View

2. Upgrade Plan

To learn more about the plans, please check the following "Plan, Billing & Payment" article.

Before you decide on an upgrade plan, think about whether you should stick with your current plan or switch to a new one.
The plans depend on the number of employees assigned to your account. Here are the details of each plan and the employee limits they offer.

  1. To upgrade your plan, click the "Upgrade Plan" button at the top of the page.

  2. Upgrade Plan Button

  3. This will show you the plan details. From there, you can update the number of employees or change your entire plan.
    In this example, we will update the employee count.

  4. Upgrade Plan Side Panel View

  5. After you update the employee count for your current plan, click the Continue button at the bottom of the page.

  6. Plan Upgrade Continue Button


    You will see a message that says update Successful.

      ser Upgrade Successful message

    To upgrade to the new plan, click on the plan and enter the number of employees you need. Then click the continue button.

    Upgrade current plan to a New plan and Continue

    You will see a Stripe Payment Screen that shows the bill details and payment card information. To continue payment click on the "Subscribe" button.

    Stripe Payment Screen

    You will see a screen that says your payment was successful with a white checkmark in Green area. 

    Card payment Proceed successfully


    After that, you will direct to another screen that confirms your plan upgrade was successful.

    Payment Success message - Leave Central App side message

You can now see your billing details in the Billing History table.

Billing History - After Employee add-Ons to the current plan

Billing History - After Upgrade to a new plan

3. Updating Payment Methods

To update payment method you have to click on the "Payment Method" button at the top of the Plan & Billing page.

Payment Methods Button

This will open the Payment Methods Side panel. There you can see the Card details you already added. ( If you are using a paid plan, you will see the card you used for payment. )

payment methods view

3.1 Add a New Card

  1. To add a new card, click the "Add Card" button at the bottom of the side panel.

  2. Add Card button

    This will take you to the Stripe screen to enter your card details.

    Stripe Card details adding Screen

  3. After you enter the new card information, click the "Save Card" button at the bottom.

  4. Save Card Details

    The new card will then appear in the Payment Methods side panel and it will automatically set as Default card.

    After adding a new card details

3.2 Change Default Card

To change the default card you have to simply click on the "Set as Default" button came with the card details.
Set as Default button in card details

Then you will get a confirmation message to change the default card. Click Yes there to continue.

Set default confirmation message

Visa Card set as default

3.3 Delete Card details

To delete a card detail you have to click on Delete icon appears with the card. You can't delete the default card details. To delete it change default card to another one as mentioned in above "Change Default Card" sub section.

Card Delete button

It will pop-up a delete confirmation message. Click Yes there to delete the card details from  the account.

Confirmation message of delete card details


4. Update Billing Info

Notes
The Billing Info settings keep your billing information accurate as invoices are created for this address.

To update your billing address, go to the Billing Info option in the Settings Menu.

Billing Info Option

This will take you to the Billing Info page where you can change your billing address and details.

Billing Info Page

You can change any field on this page. After you change the data, click the Update button at the bottom of the page.
Then you will see a success message like below.

Billing Info Update Success notification
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