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Tallyfy

Billing

Administrators only

Billing overview

Go to Settings > Billing to manage your subscription, seats, payment methods, and invoices. Tallyfy bills per seat and uses Recurly as its billing partner for card payments. Invoiced and multi-entity accounts are billed through Xero.

The Billing section covers:

  • Plan and seats - your committed full and light seats, and current usage
  • Payment management - update cards and billing details
  • Invoice history - past invoices and payment records
  • Add-ons and credit - Analytics and pre-paid usage credit

See How to access and manage billing details for step-by-step instructions, or how seat billing works for the model itself.

Seat model

Tallyfy bills per seat. You commit to a number of full and light seats and pre-pay for your term. Your active members draw from that committed pool, and seats free up when members are deactivated. You can buy more seats anytime, with the cost pro-rated for the rest of your term, and at renewal your plan trues down to the lowest seat count you held. For the full picture, see how seat billing works.

Paying by credit pre-payment

Accounts payable teams can pre-fund a credit balance instead of paying per charge. The balance is drawn down as seats and add-ons are billed. It’s a funding method for invoiced customers and sits alongside the seat model. See the Terms for Credit Purchase ↗, and keep a valid card on file so service continues if a balance runs low.

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?

It depends on how you pay. If you pay by card, a failed charge shows a banner asking you to update your card, and a single failure doesn’t lock your account. If you’re billed by invoice, an invoice that’s about 30 days overdue puts your organization into read-only mode until it’s paid, after which access returns automatically.

For the full breakdown of banners, read-only mode, and how to restore access, see what happens if my payment fails.

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

Manage your Tallyfy subscription, seats, payment methods, and invoices from Settings > Billing…

Pro > Pricing

Tallyfy offers transparent pricing with annual and monthly billing, two seat types (Full and…
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