Managing Subscription

Change your plan, update payment methods, and manage your Securtea subscription.

Viewing Current Subscription

Subscription Details

Navigate to Settings > Billing to see:

• Current plan name
• Billing cycle (monthly/annual)
• Next billing date
• Amount due
• Payment method

Usage Dashboard

Monitor usage against limits:

• Members: X of Y used
• Report credits: X of Y remaining
• Credits reset date

Changing Plans

Upgrading Your Plan

To move to a higher plan:

1. Go to Billing > Change Plan
2. Select new plan
3. Review pricing changes
4. Confirm upgrade

What happens:

• Immediate access to new features
• Prorated charge for remainder of period
• New limits apply immediately

Downgrading Your Plan

To move to a lower plan:

1. Go to Billing > Change Plan
2. Select new plan
3. Verify you meet new plan limits
4. Confirm downgrade

What happens:

• Change effective at end of current period
• Must be under new plan limits
• Some features become unavailable

Changing Billing Cycle

Switch between monthly and annual:

1. Go to Billing > Subscription
2. Click Change Billing Cycle
3. Select new cycle
4. Review pricing
5. Confirm change

Monthly to Annual:

• Charged immediately for year
• Savings applied

Annual to Monthly:

• Effective at next renewal
• Higher monthly rate applies

Payment Methods

Viewing Payment Method

See your current payment method:

• Card type and last 4 digits
• Expiration date
• Billing address

Updating Payment Method

To change your payment card:

1. Go to Billing > Payment Method
2. Click Update
3. Enter new card details
4. Click Save

Adding Backup Payment

Add a backup payment method:

1. Click Add Payment Method
2. Enter card details
3. Designate as backup
4. Card used if primary fails

Removing Payment Methods

To remove a payment method:

1. Ensure another method is primary
2. Click Remove on the card
3. Confirm removal

Invoice Billing

Enterprise Invoice Billing

Enterprise customers can use invoice billing:

• Net 30 payment terms
• Annual billing only
• Wire transfer or check

To request invoice billing:

1. Contact sales@securtea.io
2. Complete credit application
3. Invoice billing configured

Invoice Payment

When using invoice billing:

1. Invoice sent at billing period start
2. Pay within 30 days
3. Multiple payment methods accepted

Cancellation

Canceling Subscription

To cancel your subscription:

1. Go to Billing > Cancel Subscription
2. Provide feedback (optional)
3. Confirm cancellation

What happens:

• Access continues until period end
• No further charges
• Data retained for 30 days after end

After Cancellation

After your subscription ends:

• Read-only access briefly
• Then full access removed
• Data available for 30 days
• Reactivate to restore access

Reactivating

To restore a cancelled subscription:

1. Go to Billing > Reactivate
2. Choose plan
3. Enter payment info
4. Access restored

Billing Issues

Failed Payments

If a payment fails:

1. Email notification sent
2. Retry attempted automatically
3. Update payment method if needed
4. Grace period before suspension

Disputed Charges

For billing disputes:

1. Contact billing@securtea.io
2. Include invoice number
3. Describe the issue
4. Resolution within 5 business days

Refunds

Refund policy:

• Cancel within 14 days for full refund
• Prorated refunds for annual plans
• No refunds for monthly after period starts

Tax Information

Tax-Exempt Organizations

If your organization is tax-exempt:

1. Contact billing@securtea.io
2. Provide exemption certificate
3. Future invoices exclude applicable tax

Tax Calculations

Taxes calculated based on:

• Organization billing address
• Local tax requirements
• Tax type (sales tax, VAT)

What's Next?

• Invoice History - View past invoices
• Plans & Pricing - Compare features
• Billing Overview - Payment settings