How does Tallyfy billing and payment management work?
The Billing section within Tallyfy®Settings enables administrators to comprehensively manage subscriptions, payment methods, account limits, and billing oversight.
Tallyfy® leverages Recurly as our billing partner alongside an innovative credit system that provides flexible payment management and transparent cost control for organizations.
What subscription management capabilities does Tallyfy provide?
The Billing section offers comprehensive subscription management tools enabling administrators to 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® implements an intelligent billing credit system functioning as a pre-paid balance mechanism that simplifies subscription management and provides 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 workflow platform pricing with annual subscriptions providing 16% savings transparent tiered licensing for Full and Light Members credit-based billing systems Fair Price Guarantee discounts up to 90% for eligible countries nonprofit pricing enterprise modules and consulting services all designed to deliver scalable cost-effective business process management solutions.
Tallyfy settings are organized into Personal Settings that affect individual user experience and Organization Settings that impact the entire organization with only administrators able to modify organization-wide configurations.
Administrators can control organization-wide settings in Tallyfy that affect all team members including member permissions billing configurations branding customization integrations and other company-wide administrative options through their exclusive access privileges.
