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, navigate to the Plan and Billing page under Settings in the left-side menu.

Plan and Billing Option

The Plan and Billing page will appear as follows:

Plan and Billing Page

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


1.1 Current Plan

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


1.2 Billing History

Below, you will find a table displaying your Billing History, which includes 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 available, please check the "Plan, Billing & Payment" article.

Before deciding on an upgraded plan, consider whether you should remain with your current plan or switch to a new one. The plans are based 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 located below the current plan details on the right side.

    2. Upgrade Plan Button

  2. 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 number of employees using the slider to select the desired employee count.


    3. Upgrade Plan Side Panel View

  3. After updating the employee count for your current plan, click the "Continue" button at the bottom of the page.


    4. Plan Upgrade Continue Button


    A message will confirm that the update was successful.

      ser Upgrade Successful message

    To upgrade to a new plan, select the plan and enter the required number of employees. Then click the "Continue" button.

    Upgrade current plan to a New plan and Continue

You will then see a Stripe Payment Screen displaying the billing details and payment card information. To proceed with the payment, click the "Subscribe" button.

Stripe Payment Screen

You will see a confirmation screen indicating that your payment was successful, marked by a green checkmark.


Card payment Proceed successfully


After this, you will be directed to another screen confirming that your plan upgrade was successful.

Payment Success message - Leave Central App side message

You can now view your updated 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 your payment method, click the "Payment Method" button at the top of the Plan & Billing page.

Payment Methods Button

This will open the Payment Methods side panel, where you can see the card details you have already added. (If you are on a paid plan, you will see the card 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 where you can input your card details.


    Stripe Card details adding Screen

  2. After entering your new card information, click the "Save Card" button at the bottom.

    3. Save Card Details - Sample View

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


    After adding a new card details

3.2 Change Default Card

To change the default card, simply click the "Set as Default" button next to the card details.

Set as Default button in card details

You will receive a confirmation message to change the default card. Click "Yes" to continue.

Set default confirmation message

Visa Card set as default

3.3 Delete Card details

To delete a card, click the delete icon next to the card. Note that you cannot delete the default card; to remove it, change the default card to another one as described in the "Change Default Card" section above.

Card Delete button

A pop-up confirmation message will appear. Click "Yes" to delete the card details from your account.

Confirmation message of delete card details


4. Cancel Subscription

To cancel your subscription, click the "Cancel Subscription" button located next to your current plan details on the right side.

Cancel Subscription Button

You will then be directed to a confirmation message asking if you want to downgrade to the free plan. This message informs you that while you can continue using your current plan until the end of the billing period, it will transition to the free plan, which allows only five active employees.

Confirmation - Subscription Cancel

If you wish to proceed with the cancellation, click the "Yes" button. Your cancellation will be processed, and a note will appear under the billing details indicating that your subscription will be canceled in the next billing cycle.

View after cancelling Subscription button

5. Update Billing Info

Notes
The Billing Information settings ensure that your billing details are up-to-date when invoices are generated for your account.

To update your billing address, navigate to the Billing Information option in the Settings Menu.

Billing Info Option

Clicking on this option will direct you to the Billing Information page, where you can modify your billing address and other details.

Billing Info Page

You can edit any field on this page. After making your changes, click the "Update" button at the bottom. You will then receive a success notification confirming that your billing information has been updated successfully.

Billing Info Update Success notification

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