Subscriptions & Billing — User Manual

Accessing Subscription Settings

Open Main Menu → Company → Subscription. This page shows your current plan name and status, billing period, limits (tallies, shipments, users, storage, AI Chat messages), payment history, and options to upgrade, downgrade, or cancel.

Trial Plan

All new accounts start on a Trial Plan with full feature access for a limited period. When the trial expires, you enter a Grace Period (a short additional window to upgrade without losing data). After the grace period, data is preserved but access is restricted until a paid plan is activated.

Upgrading Your Plan

1. Go to Subscription from the sidebar.
2. Click Upgrade or Change Plan.
3. Browse available plans and select the one that fits your needs.
4. Choose billing frequency — monthly or annual (annual is typically discounted).
5. Click Subscribe / Pay.
6. Complete payment via the payment gateway (Razorpay, Stripe, or PhonePe depending on your region).
7. After successful payment, your plan upgrades immediately and limits are updated.

Checkout and Payment

After payment, you’ll land on a success, pending, or failure screen depending on the gateway’s response:

Payment Methods Supported

• Razorpay — UPI, net banking, credit/debit cards (India)
• Stripe — International credit/debit cards
• PhonePe — UPI (India)

Promo Codes

If you have a promo code, enter it on the payment screen before completing the transaction. Discounts are applied automatically.

Plan Limits and Limit Banners

Each plan has limits on:

• Tally sheets — maximum number of tallies
• Consignments — maximum number of consignments
• Users — number of team members you can invite
• Storage — file/photo storage quota
• AI Chat (Linc) — daily message limit per user

When you approach a limit, a Plan Limit Banner appears at the top of the relevant module page. When a limit is reached, you cannot create new records of that type until you upgrade or delete old records.

Downloading Your Invoice

From Subscription → Payment History, click the download icon next to any paid invoice. The invoice downloads as a PDF.

What Happens If Payment Fails?

1. You receive an email notification.
2. Your current plan continues briefly during a retry window.
3. If retries fail, you are moved to the Grace Period.
4. Update your payment method from Subscription → Payment Methods and retry.

Cancelling a Subscription

Go to Subscription → click Cancel Plan. Cancellation takes effect at the end of the current billing period. Data is retained until the account is fully deactivated.