Billing

Billing overview

The Billing section in Settings lets administrators manage subscriptions, payment methods, account limits, and billing.

Tallyfy uses Recurly as our billing partner with a credit system for flexible payment management.

Subscription management

The Billing section includes:

• Plan Overview: Current subscription plan and usage metrics
• Payment Management: Update payment 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 more information.

Credit system

Tallyfy’s billing credits work as a pre-paid balance:

• Credits are used before your payment card is charged
• You only pay for active members (billing begins 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 are non-refundable
• You can purchase credits via bank transfer (contact support for details)

Payment card required

You must keep a valid payment card on file even if you have credits. This ensures service continues if credits run out.

Billing notifications

By default, you receive billing emails instantly when changes occur (like adding a new member).

• Daily Billing Option: Contact support to switch to daily billing notifications - one summary email instead of instant updates.

Account and member limits

Your plan includes 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 located in an eligible country
• You must be subscribed to an annual plan

To apply for the Fair Price Guarantee:

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

Payment method

Your payment method must be from a bank in the eligible country to qualify for the Fair Price Guarantee discount.

See also: Non-profit Discount Program

• Account and member limits
• Manage billing

Related articles

Billing > Manage billing

Administrators can access and manage Tallyfy billing details through the Settings menu where they can view current plans payment methods billing history and update subscription options while contacting support for billing contact changes or notification frequency adjustments.

Pro > Pricing

Tallyfy offers flexible pricing models with annual subscriptions providing 16% savings compared to monthly billing while featuring differentiated user licensing tiers including Full Members with complete template creation capabilities and cost-effective Light Members for task execution only plus specialized programs like Fair Price Guarantee discounts for eligible countries and nonprofit pricing considerations.

Pro > Settings

Tallyfy settings are organized into Personal Settings that affect individual user experience and Organization Settings that impact all users with only administrators able to modify organization-wide configurations.

Settings > Organization settings

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.