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Billing

Billing and payment management

The Billing section in Tallyfy Settings is where administrators manage the subscription, payment methods, and view limits. Tallyfy uses a billing partner (Recurly) and a credit system.

Managing your subscription

In the Billing section, you can:

  • See your current plan.
  • Update your payment card.
  • View past invoices.
  • Manage billing credits.

See How to access and manage billing details for more information.

Understanding the credit system

Tallyfy uses billing credits, like a pre-paid balance:

  • Credits are used automatically before your payment card is charged.
  • You only pay for active members (billing starts when they accept their invite or sign in).
  • If you remove a member or downgrade their role mid-cycle, you get pro-rated credits back for the unused time.
  • Credits expire after 5 years and are non-refundable.
  • You can buy credits via bank transfer (contact Tallyfy for details).

Billing notification frequency

By default, you get billing emails instantly when changes occur (like adding a member). To receive fewer emails:

  • Daily Billing Option: Contact Tallyfy Support to request daily billing. You’ll get one daily summary email instead of instant updates.

Account and member limits

Your Tallyfy plan has limits, such as:

  • Number of Full members.
  • Number of Light members.
  • File storage space.

See Tallyfy’s account and member limits for details.

Special pricing programs

Using coupon codes

If you have a valid discount coupon code:

  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 program

Tallyfy offers large discounts for organizations in eligible countries.

To be eligible:

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

To apply:

  1. Check the Fair Price Guarantee page for eligibility rules and instructions.
  2. Submit the application form from that page.
  3. If approved, you will receive a coupon code to use.

See also: Non-profit Discount Program

Billing > Access and manage my billing details

Administrators can manage their subscription details and payment information through the Billing section in Settings where they can view credits update payment methods and access billing history while also managing notification preferences and applying discount codes.

Pro > Pricing

Tallyfy provides flexible pricing with annual and monthly billing options featuring different member types credits-based billing fair price guarantees for eligible countries non-profit discounts enterprise add-ons and professional services.

Billing > Tallyfy's Account and Member Limits

Tallyfy offers a flexible membership system with Full and Light member roles at different price points while providing unlimited free guest access for external collaborators and special unbilled status for partners.

Settings > Organization settings

Administrators can control organization-wide configurations including member management billing branding integrations and other company settings through dedicated admin tools and interfaces.