> ## Documentation Index
> Fetch the complete documentation index at: https://help.gostanna.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing & Subscription Management

> Manage your Stanna subscription, billing, and account settings

## Current Plan & Usage

### 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

### 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

<Info>
  Most plans have unlimited clients - you only pay based on team size and features.
</Info>

## Plan Changes

### Upgrading Your Plan

<Steps>
  <Step title="Review Plan Options">
    Compare features and pricing at [stanna.io/pricing](https://stanna.io/pricing)
  </Step>

  <Step title="Upgrade Process">
    1. Go to **Settings** → **Billing** → **Change Plan**
    2. Select your new plan
    3. Review the changes and pricing
    4. Confirm the upgrade
  </Step>

  <Step title="Immediate Access">
    * New features activate immediately
    * Billing adjusts prorated for current period
    * No service interruption
  </Step>
</Steps>

### Downgrading Your Plan

<Warning>
  Downgrades take effect at your next billing cycle to avoid mid-cycle disruptions.
</Warning>

**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

### Adding/Removing Users

<Tabs>
  <Tab title="Adding Users">
    **During billing cycle**:

    * Add users anytime
    * Prorated billing for partial month
    * Immediate access upon invitation acceptance

    **Process**:

    1. **Settings** → **Team** → **Invite User**
    2. Enter email and select role
    3. User limit and billing update automatically
  </Tab>

  <Tab title="Removing Users">
    **Immediate removal**:

    * Revokes access instantly
    * Credit applied to next bill
    * User data archived (not deleted)

    **Process**:

    1. **Settings** → **Team**
    2. Click **Remove** next to user
    3. Confirm removal and data handling
  </Tab>
</Tabs>

## Payment Methods

### 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

### Managing Payment Methods

<Steps>
  <Step title="Access Payment Settings">
    **Settings** → **Billing** → **Payment Methods**
  </Step>

  <Step title="Add New Method">
    1. Click **Add Payment Method**
    2. Enter card/bank details
    3. Set as primary if desired
    4. Save securely
  </Step>

  <Step title="Update Existing">
    * Edit expiration dates
    * Update billing addresses
    * Change primary payment method
  </Step>
</Steps>

### 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

## Billing Cycles & Invoices

### Billing Cycles

<Tabs>
  <Tab title="Monthly">
    * Charged on same date each month
    * Plan changes prorated
    * User additions/removals adjusted
    * Cancel anytime with no penalty
  </Tab>

  <Tab title="Annual">
    * Charged once per year
    * Mid-cycle changes credited to next year
    * 30-day money-back guarantee
    * Contact [support@gostanna.com](mailto:support@gostanna.com) for pricing
  </Tab>
</Tabs>

### 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

### 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

## Enterprise Billing

### 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

### Procurement Support

We support enterprise purchasing processes:

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

## Account Management

### 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

### Billing Address

Keep billing address current for:

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

### 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

## Discounts & Promotions

### 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

### Applying Discounts

1. Contact [support@gostanna.com](mailto: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

## Support & Troubleshooting

### Billing Support

<CardGroup cols={2}>
  <Card title="General Questions" icon="envelope">
    Email [support@gostanna.com](mailto:support@gostanna.com) for:

    * Plan recommendations
    * Pricing questions
    * Discount eligibility
    * Account setup
  </Card>

  <Card title="Payment Issues" icon="credit-card">
    Contact support immediately for:

    * Failed payment resolution
    * Card update assistance
    * Billing discrepancies
    * Invoice questions
  </Card>
</CardGroup>

### Common Billing Issues

<AccordionGroup>
  <Accordion title="Unexpected charges">
    **Review recent changes**:

    * User additions mid-cycle
    * Plan upgrades with prorated billing
    * Additional integrations or features

    **Contact support** with specific invoice details for investigation.
  </Accordion>

  <Accordion title="Can't update payment method">
    **Common causes**:

    * Browser blocking payment forms
    * International card restrictions
    * Expired admin permissions

    **Try**: Different browser, incognito mode, or contact support.
  </Accordion>

  <Accordion title="Need different billing cycle">
    **Available changes**:

    * Monthly to annual (immediate with prorated credit)
    * Annual to monthly (at next renewal)
    * Custom cycles for Enterprise

    **Process**: Contact billing support to arrange the change.
  </Accordion>
</AccordionGroup>

<Tip>
  **Best practice**: Set up billing notifications to multiple email addresses to avoid missed payment issues.
</Tip>