Manage billing

Access your billing details

Go to Settings > Billing to manage your subscription, payment method, credits, and invoices. Only administrators can access this section.

1. Click Settings (bottom left).

2. Click Billing.

   

3. You’ll see your current plan, payment method, credit balance, and billing history.

   

View history and update payment

From the Billing screen:

• Click View Billing History for past invoices and a plan summary.
• Click Edit Payment Card to update your credit or debit card.

Keep a payment card on file

You need a valid card saved even if you have pre-paid credits. This keeps your service running if credits run out.

Change the billing contact

The user who created the organization is the default billing contact. To change it or add CC email addresses:

1. Contact Tallyfy Support.
2. Provide your Organization ID.
3. Specify the new billing contact email address(es).

Change your plan

1. Go to Settings > Billing.
2. Click Update Plan.
3. Select your desired plan and billing cycle (annual or monthly).
4. Confirm and complete checkout.

Credit system

Your credit balance appears in the billing section. Credits are applied before your card is charged. See the Billing overview for details on how credits work.

Billing notification frequency

Billing emails (invoices, payment confirmations, subscription updates) arrive instantly by default. To receive fewer emails:

1. Contact Tallyfy Support.
2. Ask to switch to daily billing updates.
3. You’ll then get one daily summary instead of individual emails.

Use discount coupon codes

1. Go to Settings > Billing.
2. Click Update Plan.
3. Enter your code in the “Have a coupon?” field during checkout.
4. Complete checkout. The discount applies to your payment.

Applying for the Fair Price Guarantee discount

You must first apply through the Fair Price Guarantee page ↗ and receive an approved coupon code from Tallyfy.

Cancel your subscription

Use the self-service cancellation form in Tallyfy when possible.

Annual plan cancellation

If you’re on an annual plan, cancellation takes effect at the end of your 12-month term. Annual subscriptions are a full-year commitment. Tallyfy doesn’t issue partial refunds or pro-rated credits for the remaining months. You keep full access until the term ends.

For monthly plans, cancellation takes effect at the end of the current month.

Emergency cancellation process

If you can’t access the cancellation form (technical issues or location restrictions):

1. Email support at support@tallyfy.com from your registered email
2. Include your organization name, billing email, and reason for cancellation
3. Request written confirmation of cancellation and final billing status
4. Support typically processes urgent cancellations within 24 hours

Cancellation takes effect at the end of your current billing period. You keep access until then.

What happens if I miss a payment?

1. Immediate email notification
2. After 7 days: read-only mode (view and export only)
3. After 14 days: access suspended
4. After 30 days: Tallyfy reserves the right to delete data

Fix this by updating your card in Settings > Billing > Edit Payment Card or contact support.

Data retention after cancellation or deletion

• 30-day export window after termination
• 90-day backup retention after deletion (recovery may be possible)
• Permanent deletion after 90 days from all systems

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