Getting Started with Billing Management

Table of Contents


Overview

For administrators who have set up their organization and purchased a product plan, they will have the ability to manage their product plan and associated billing information. Some of these actions can be done directly from the Administration tab of the application, while other actions can be done by accessing a billing management portal, hosted by Stripe. 

This article covers: 

  • Upgrading your product plan from the 30-day experience to the annual subscription
  • Adding additional users to your existing product plan
  • Cancelling your product plan
  • Updating your credit card information, by accessing the billing management portal 
  • Downloading a receipt / invoice, also by accessing the billing management portal
  • Updating your billing address

Upgrading Your Product Plan 

If you have purchased the 30-day experience and would like to upgrade to the annual subscription, navigate to the Administration tab from the Principles Tools Home Page and select ‘Upgrade to Annual.’ By selecting ‘Upgrade to Annual,’ you will be directed to a checkout page to complete your purchase. If you have purchased the 30-day experience and choose to upgrade to the annual subscription before your expiration date, we will give you your first four months free. 

 

Screen_Shot_2021-09-29_at_4.08.44_PM.png

 

Add Users to Your Product Plan

For both the 30-day experience and annual subscription, you can add additional users at any time by following these steps: 

 

  1. Navigate to the Administration tab from the Principles Tools Home Page and select ‘Add Users.
    Screen_Shot_2021-09-29_at_4.10.32_PM.png

  2. Enter the number of users you would like to add to your plan and click ‘Add Users.’ If you have purchased the annual subscription, you will be charged a prorated amount for the additional users in the current billing cycle, and then standard subscription fees will apply after that. If you have purchased the 30-day experience, clicking ‘Add Users’ will direct you to a checkout page to complete your purchase. Regardless of when you purchase additional users during the 30-day experience, you will still be charged $45 per user and the end date for the 30-day experience will remain the same. However, any users added during the 30-day experience will still be eligible for the 4 month free discount if you choose to upgrade.

    Screen_Shot_2021-09-29_at_4.12.41_PM.png    Screen_Shot_2021-09-29_at_4.12.54_PM.png

 

Cancelling Your Product Plan

If you have purchased the 30-day experience, you will not be able to cancel during the 30-day period. However, the plan will not automatically renew.

If you have purchased the annual subscription, you can cancel your subscription at any time during the term of the subscription. For annual subscribers, if you cancel your subscription within the first year of the term, your cancellation will be effective at the end of the annual term; otherwise, your cancelation will be effective at the end of the month in which you cancel your subscription. You must pay all amounts due and owing for the remainder of the term before the cancellation is effective and you will be able to use the subscription service during the remainder of the term.

Cancel your subscription by following these steps: 

  1. Navigate to the Administration tab from the Principles Tools Home Page and select ‘Cancel Subscription,’ which can be found at the bottom of the page. 


    Screen_Shot_2021-09-29_at_4.19.50_PM.png
  2. You will be prompted to confirm that you’d like to cancel your subscription. Select ‘Cancel Subscription’ to finalize your cancellation. This cannot be undone. If you have accidentally cancelled your subscription and would like to reactivate it, please reach out to support@principles.com

    Screen_Shot_2021-11-04_at_4.54.19_PM.png

Updating Your Credit Card Information 

If you have purchased the annual subscription, you can update your credit card information at any time by following these steps: 

  1. Navigate to the Administration tab from the Principles Tools Home Page and select ‘Payment Settings and Information.’ By selecting ‘Payment Settings and Information,’ you will be directed to a billing management portal, hosted by Stripe. 

    Screen_Shot_2021-09-29_at_4.44.22_PM.png

  2. If you’d like to update your credit card information, simply select ‘Add payment method’ from your billing management portal. You can also delete any old payment methods and/or set a default payment method by selecting the “...” Actions button next to each payment method. 

Screen_Shot_2021-09-07_at_11.30.29_PM.png

Downloading a Receipt / Invoice 

If you have purchased the annual subscription, you can access and/or download previous receipts or invoices at any time by following these steps: 

 

  1. Navigate to the Administration tab from the Principles Tools Home Page and select ‘Payment Settings and Information.’ By selecting ‘Payment Settings and Information,’ you will be directed to a billing management portal, hosted by Stripe. 

    Screen_Shot_2021-09-29_at_4.44.22_PM.png

  2. Scroll down to the Billing History section of your billing management portal. Select the ‘open’ icon next to the month you’re looking to access and/or download a previous receipt or invoice for.

    Screen_Shot_2021-09-07_at_11.34.50_PM.png

  3. You will be directed to an overview of your payment for that month where you can select ‘Download Invoice’ or ‘Download Receipt.’ 

    Screen_Shot_2021-09-07_at_11.34.45_PM.png

 

Updating Your Billing Address 

If you have purchased the 30-day experience or annual subscription and would like to update your billing address (needed for the purposes of calculating tax), navigate to the Administration tab from the Principles Tools Home Page and scroll down to the Billing Address section. Update your billing address and click ‘Save Changes.’ 

 

unnamed.png

 

Was this article helpful?