How does Tallyfy billing and payment management work?
The Billing section within Tallyfy settings lets administrators comprehensively manage subscriptions, payment methods, account limits, and billing oversight.
Tallyfy uses Recurly as our billing partner alongside an innovative credit system that provides flexible payment management and transparent cost control for organizations.
Enterprise and Large Company Pricing
Tallyfy has entirely separate pricing and customized terms with enterprises and large companies. None of the information on this website or in the documentation manual may apply to enterprises and large companies - especially if any custom agreements have been or are entered into the past or present.
What subscription management capabilities does Tallyfy provide?
The Billing section offers comprehensive subscription management tools that let administrators maintain complete financial oversight:
Plan Overview: View current subscription plan details and usage metrics
Payment Management: Update payment card information and billing addresses
Invoice History: Access past invoices and payment records for accounting purposes
Credit Management: Monitor and manage billing credits for flexible payment handling
Tallyfy uses an intelligent billing credit system that works as a pre-paid balance mechanism to simplify subscription management and provide cost predictability:
Credits are automatically used before your payment card is charged for any services
You only pay for active members (billing begins when they accept their invite or sign in)
If you remove a member or downgrade their role mid-cycle, you receive pro-rated credits back for the unused time
Credits expire after 5 years and are non-refundable as company policy
You can purchase credits via bank transfer (contact Tallyfy support for comprehensive details)
How does billing notification frequency work?
By default, you receive billing emails instantly when changes occur (like adding a new member). To receive fewer email notifications:
Daily Billing Option: Contact Tallyfy Support to request daily billing notifications. You’ll receive one comprehensive daily summary email instead of instant updates.
What are account and member limits?
Your Tallyfy plan includes specific limits, such as:
Administrators can access and manage their Tallyfy billing details by navigating to Settings > Billing where they can view subscription plans payment methods credit balances billing history and update payment information or change plans through the billing interface.
Tallyfy offers flexible business process management pricing with annual and monthly billing options tiered user licensing for Full and Light Members credit-based billing system global accessibility discounts through Fair Price Guarantee program nonprofit pricing enterprise enhancement modules and workflow consulting services.
Tallyfy administrators can configure organization-wide settings that control member permissions billing branding integrations and other company-wide administrative options affecting all team members across the entire system.
Tallyfy provides two paid member roles with Full Members having comprehensive access to create and edit templates while Light Members can only complete assigned tasks and participate in processes with trial accounts limited to 10 members 10 guests 100 task assignments and 10 simultaneous processes while guests from outside organizations can access specific tasks completely free and unlimited.
