The billing section offers comprehensive subscription management tools with a credit-based payment system real-time notifications customizable billing frequencies and special pricing programs through Recurly’s billing platform.
Access and Manage My Billing Details
In this article, we’ll guide you through accessing and managing your billing details. Tallyfy uses Recurly as its billing system along with a credit system for managing payments and refunds.
To access billing details:
- Click on Settings at the bottom of the left sidebar.
- Once you’re in Settings, click on Billing. Here, you’ll find all the information related to your billing.
- In the Billing section, you’ll be able to edit your payment card, view all billing history, manage your credits, change your current plan and billing details, and even access a link to allow someone else to pay for you!
Within the Billing section, you have access to two important URLs:
-
Billing History URL: Allows you to view all your current and past invoices, along with a summary of your active plans. Access this by clicking the View Billing History button in the Billing section.
-
Payment Method URL: Provides a dedicated page where you can edit or replace your payment method with a new debit or credit card. This can be accessed by clicking the Edit Payment Card button.
Tallyfy utilizes a credit system that functions like a bank account balance:
- Credits are used before charging your backup payment card
- Pro-rated credits are applied when you disable members or change roles
- Credits have a 5-year expiration period
- Credits can be used for licenses and add-ons, but not professional services
- Credits are not refundable as cash
- Credits are available for purchase via ACH/wire transfer
- Member activation: Billing starts when members activate their account by accepting the invite or signing in via SSO
- Member disabling: When you disable a member, you receive pro-rated credits for unused time on your plan
- Role changes: When changing a member’s role (upgrading or downgrading), billing adjusts in real-time with appropriate credits or charges
By default, Tallyfy sends real-time billing notifications whenever changes occur that affect your billing, such as when members join or get disabled. If you’re receiving too many notifications, you have options:
If your organization frequently adds or removes members, you might prefer to receive consolidated billing updates:
- Contact Tallyfy Support through the help widget or by sending an email
- Request to switch from real-time to daily billing
- Once approved, your billing will update just once per day instead of in real-time
This change can significantly reduce the number of billing notifications you receive while still keeping you informed of important changes to your account.
If you’ve received a coupon code for the Fair Price Guarantee program or any other special discount, here’s how to apply it:
- Navigate to Settings > Billing
- Click the Update Plan button
- In the checkout process, look for the field labeled “Have a coupon?”
- Enter your coupon code exactly as provided
- Complete the checkout process to apply your discount
Tallyfy’s pricing structure includes annual billing options with Full Member licenses at $300/year and Light Member licenses at $50/year plus various enterprise add-ons professional services and special discounts for nonprofits and eligible countries through the Fair Price Guarantee program.
Billing > Tallyfy's Account and Member Limits
Tallyfy’s platform offers Full Members at $300/year and Light Members at $50/year with specific role capabilities while providing free guest access and trial limits that include 10 members 10 guests 100 task assignments and 10 active processes.
Users can access Tallyfy’s built-in guide through the Help button in the left sidebar or by clicking the arrow next to their name and selecting Help and FAQs.
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