Skip to main content

Billing & Subscription Management

The Billing Settings page provides an overview of your current subscription plan, add-ons, payment information, and line usage. It also offers actions for changing plans, canceling subscriptions, purchasing historical data packages, and managing invoices. Below is a guide to each section and how to use these features effectively.

Viewing Your Subscription​

At the top of the Billing Settings page, you’ll see the Current Subscription Plan section. This section displays:

  • Plan Name and Pricing: Identifies whether you’re on an Essential, Advanced, or Enterprise plan (or another tier) along with the annual (or monthly) cost.
  • Plan Usage: Shows how much of your plan’s allotted usage has been consumed. For instance, you can see how many lines you’ve processed and what percentage of your allocation remains.

Starting Date and Monthly Line Limit​

  • Start Date: Indicates when your current subscription plan began.
  • Monthly Line Limit: This shows the maximum number of line items you’re allowed to process each month before incurring overages.

Canceling Your Subscription​

If you decide to discontinue your current plan:

  1. Locate the Cancel Subscription button on the Billing Settings page.
  2. Confirm your cancellation to avoid accidental termination.

Note: As all subscriptions are pre-paid, your subscription will continue until the end of the current billing term (year or month depending on the plan).

Changing Your Plan​

To switch to a different plan (e.g., from Essential to Advanced or changing the monthly line commitment):

  1. Click the Change Plan button in the subscription section.
  2. Choose your new plan from the available options.
  3. Confirm the plan change to finalize the process.

Changing your plan will take effect on your next billing cycle.

Managing Historical Data Packages​

Overview​

Historical data packages allow you to purchase a one-time extension of your data coverage period. This feature is especially useful if you want to process data going back more years than your plan normally covers.

Example: You might buy a “3 years of Historic Data package” if you wish to import older financial records to build an extended baseline for your carbon accounting or ESG reporting.

Viewing Purchased Add-ons​

Under Add-ons, you can see:

  • Purchased historical data packages: Lists the packages you’ve already bought.
  • Duration/Year: Shows how many years or which specific periods are included.
  • Price: Provides the cost of each add-on.
  • Purchase Date: Indicates when you bought the package.

If you need additional historical data coverage, use the Change plan button to go through the purchase flow.

Changing Payment Information​

Under Payment Information, you can view and update:

  • Company Name
  • VAT Registration Number (This will be used to apply the correct VAT amount depending on your origin country)
  • Payment Method (credit card or other methods)

To change your payment method:

  1. Click Change Payment Information.
  2. Enter the new card or payment details.
  3. Confirm your update.

In the Change Payment Information page you can also set a billing email that will receive all invoices.

Note: Having an up-to-date payment method ensures uninterrupted access to the platform’s features and avoids potential disruption of service.

Line Usage Overview​

A Line Usage section or chart offers insights into how many lines (or records) you’ve processed over a given time period. This overview can include:

  • Additional Costs: Displays any overage fees if you exceed your plan’s line limit.
  • Line Usage Trend: Visualizes monthly line processed, enabling you to predict future needs or identify unusual spikes.

Select Show details to see a more granular breakdown of your line usage. Use this data to determine if you should upgrade your plan or if historical data might be contributing to higher-than-expected usage.

Viewing and Downloading Invoices​

The Invoices section at the bottom (or in a dedicated tab) displays:

  • Invoice Date: When the invoice was issued.
  • Price (Excluding VAT): Total cost of the invoice before applicable taxes.
  • Status: Whether the invoice is paid, issued, or voided.
  • Actions: Options such as downloading a PDF copy.

Recommendations and Best Practices​

  1. Regularly Check Usage: Monitor the Line Usage to ensure your plan meets your needs without incurring overage fees.
  2. Maintain Updated Payment Info: Avoid service interruptions by keeping your credit card or other payment information current.
  3. Manage Historical Data: Evaluate whether purchasing additional historic data packages could improve your analysis or baseline calculations.
  4. Plan Reassessment: Periodically revisit your plan to confirm it aligns with evolving requirements, such as increased data imports or additional team members.