Billing & Subscription Management

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Current Plan & Usage

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Viewing Your Subscription

1. Navigate to Settings → Billing
2. Your current plan details include:
   • Plan name and features
   • Monthly/annual billing cycle
   • Number of users included
   • Current usage vs. limits
   • Next billing date and amount

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Usage Tracking

Monitor your account usage:

• Users: Active team members in your workspace
• Clients: Total clients in your portfolio
• Integrations: Connected tools and data sources
• API calls: For Enterprise plans with API access

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Plan Changes

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Upgrading Your Plan

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Downgrading Your Plan

Before downgrading:

• Review feature changes and limitations
• Ensure team size fits new plan limits
• Download any reports you want to keep
• Consider pausing instead of downgrading

Downgrade process:

1. Settings → Billing → Change Plan
2. Select lower-tier plan
3. Review effective date and changes
4. Confirm downgrade

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Adding/Removing Users

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Payment Methods

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Accepted Payment Methods

• Credit/Debit Cards: Visa, MasterCard, American Express, Discover
• ACH/Bank Transfer: Available for annual plans over $1,000
• Purchase Orders: Enterprise plans only
• Wire Transfer: Enterprise plans, international customers

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Managing Payment Methods

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Failed Payments

If a payment fails:

1. Immediate notification via email
2. 7-day grace period with full access
3. Automatic retry in 3 days
4. Account suspension if not resolved within 7 days

Resolving failed payments:

• Update expired card information
• Contact bank if card was declined
• Try alternative payment method
• Contact support for assistance

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Billing Cycles & Invoices

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Billing Cycles

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Invoice Management

Accessing invoices:

• Settings → Billing → Invoice History
• Download PDFs for accounting
• Email invoices to accounting team
• Set up automatic invoice forwarding

Invoice details include:

• Billing period and plan details
• User count and any adjustments
• Taxes and fees by jurisdiction
• Payment method and transaction ID

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Tax Handling

• Automatic tax calculation based on billing address
• VAT handling for European customers
• Tax exemption available for qualifying organizations
• Tax ID collection for business accounts

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Enterprise Billing

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Custom Arrangements

Enterprise plans can include:

• Custom payment terms (Net 30, Net 60)
• Volume discounts for large teams
• Multi-year agreements with additional savings
• Custom invoicing and purchase order processes

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Procurement Support

We support enterprise purchasing processes:

• Vendor onboarding assistance
• Security questionnaires and compliance docs
• Custom MSAs and data processing agreements
• Dedicated account management

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Account Management

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Billing Contacts

Set up multiple billing contacts:

1. Primary contact: Receives all billing notifications
2. Accounting contact: Gets invoices and payment receipts
3. Procurement contact: For enterprise purchasing processes

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Billing Address

Keep billing address current for:

• Accurate tax calculation
• Compliance requirements
• Invoice delivery
• Payment processing

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Data Retention After Cancellation

• 90-day retention: Full access to export data
• Immediate cancellation: Account access ends immediately
• Data deletion: Complete removal after 90 days
• Reactivation: Easy to restart within retention period

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Discounts & Promotions

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Available Discounts

• Annual plans: 17% discount (2 months free)
• Non-profits: 50% discount on all plans
• Educational: 25% discount for schools and universities
• Startup programs: Special pricing for early-stage companies

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Applying Discounts

1. Contact support@gostanna.com with:
   • Organization details
   • Qualification documentation
   • Preferred plan and billing cycle
2. We’ll verify eligibility and apply discount
3. Discounts apply to future billing cycles

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Support & Troubleshooting

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Billing Support

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Common Billing Issues