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Tallyfy

Billing

Billing overview

Go to Settings > Billing to manage your subscription, payment methods, and invoices. Tallyfy uses Recurly as its billing partner with a credit-based system.

The Billing section covers:

  • Plan overview - current plan and usage
  • Payment management - update cards and billing addresses
  • Invoice history - past invoices and payment records
  • Credit management - monitor and manage billing credits

See How to access and manage billing details for step-by-step instructions.

Credit system

Tallyfy billing credits work as a pre-paid balance:

  • Credits are used before your payment card is charged
  • You only pay for active members - billing starts when they accept their invite or sign in
  • Removing a member or downgrading mid-cycle returns pro-rated credits for unused time
  • Credits expire after 5 years and aren’t refundable
  • You can buy credits via bank transfer (contact support for details)

Billing notifications

By default, you’ll get billing emails instantly when changes happen (like adding a new member). Contact support to switch to daily billing notifications - one summary email instead of instant updates.

What happens if my payment fails?

If Tallyfy can’t process your payment:

  1. Immediate notification - billing emails alert you with instructions to update your payment method.

  2. Grace period (Days 1-7) - your account keeps working normally. Update your card in Settings > Billing > Edit Payment Card.

  3. Read-only mode (Days 7-14) - you can still log in and view/export all data, but can’t create or launch processes.

  4. Suspension (Days 14-30) - access suspended. Contact support to resolve.

  5. Data deletion (After 30 days) - Tallyfy reserves the right to delete your data with notice.

Act quickly on payment failures

Update your payment information right away to avoid service disruption.

After account deletion

  • 90-day backup retention - recovery may be possible during this period
  • Permanent deletion - after 90 days, all data is irreversibly removed

Account and member limits

Your plan sets limits for:

  • Maximum Full members
  • Maximum Light members
  • File storage space

See Tallyfy’s account and member limits for details.

Special pricing programs

Coupon codes

To use a discount coupon:

  1. Go to Settings > Billing.
  2. Click Update Plan (or a similar subscription button).
  3. Enter the code in the “Have a coupon?” field during checkout.

Fair Price Guarantee

Tallyfy offers discounts for organizations in eligible countries.

Eligibility requirements:

  • Most of your users must be in an eligible country
  • You must be on an annual plan

To apply:

  1. Review the Fair Price Guarantee page ↗ for requirements.
  2. Submit the application form from that page.
  3. If approved, you’ll get a discount coupon code.

See also: Non-profit Discount Program

Billing > Manage billing

Access and manage Tallyfy billing - view plans, update payment methods, apply discount codes, change billing contacts, and cancel subscriptions.

Pro > Pricing

Tallyfy offers transparent and predictable pricing with annual and monthly billing options along with two member tiers (Full and Light) to control costs and includes a credit-based billing system through Recurly plus a Fair Price Guarantee for eligible countries and nonprofit discounts and a free plan option.

Org Settings > Member statuses

Tallyfy has four member statuses - Active, Invited, Deactivated, and Bot/Unbilled - each affecting login access and billing counts differently.

Pro > Settings

Tallyfy settings split into Personal Settings for your own experience and Organization Settings that admins control for all users.
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