Check your trial days and add a payment method

“Plan & billing” is where you check the days left in the free trial, register and change a card, find invoices, switch add-ons, and cancel. This article covers adding a payment method, and where to change what you pay. The amounts, the free period and the minimum seat count shown on that screen are the official ones.

1. Check the trial and add a payment method

The free trial starts the day your company is created. You can use everything without a card, but adding one before the trial ends keeps things running without interruption — it stays free until the end date.

1. Open “Manage” and select “Plan & billing”.
2. Under “Current status”, check “Subscription”, “Trial remaining” and “Trial ends”. Before you add a card it reads “Free trial” with the days left.
3. Check the amount and the monthly total for your current headcount in the plan block.
4. Select “Add a payment method” to reach the Stripe checkout page, and enter your card details there.

You are done when you return and “Subscription” reads “Free trial” or “Active”.

Tip: After the trial has ended the button reads “Start subscription”. Add a card and you can resume right away; your reports are still there.

2. Change a card, find an invoice, cancel

Caution: Cancelling ends your use at the end of the billing period. Report data is not deleted immediately, but export the numbers you need first. See Roll up numbers and download a CSV.

1. Open “Plan & billing” and select “Payment settings & cancellation (Stripe)”.
2. On that page you can change the card, download invoices and receipts, and cancel.
3. Return to “Plan & billing” when you are finished.

“Subscription” and “Next renewal” showing the latest state means you are done.

If it does not work

• The checkout page will not open — “Could not open the checkout page. Please try again later.” means to wait and select it again.
• The connection fails — “Network error. Please check your connection.” means to reopen it where you have a signal.
• The trial ended and nothing works — subscribing restores everything. See The free trial has ended.
• “Plan & billing” is missing — the screen is shown to admins and managers only.

FAQ

• When does payment start? — After the free trial. The end date is shown as “Trial ends”; after subscribing, the next billing date is “Next renewal”.
• Am I charged as soon as I add a card? — No. It stays free until the trial ends, then the subscription starts automatically. Cancel any time.
• Where are receipts and invoices? — In the billing history behind “Payment settings & cancellation (Stripe)”.
• What if the headcount changes? — Billing follows the number of users. Invited people count once they join, and changes show in “Billed seats”.
• Am I billed for people who left? — No. People you “Deactivate” on the “Members” screen are not counted. Your plan still bills a minimum number of seats; when you have fewer active members than that, this screen says so.
• Can I use add-ons during the trial? — Yes. They are included, and their charge is added after you subscribe. Switch them under “Add-ons” on the same screen.
• Which payment methods work? — Credit card. Stripe processes it, and no card number is stored in this app.

Read next

• Turn on the add-ons
• Invite companies with your referral link
• Billing, data and account FAQ