Access and manage my billing details

How can I access and manage my Tallyfy billing details?

This comprehensive guide demonstrates how administrators can access, view, and manage complete Tallyfy billing details through the subscription interface.

Effective billing management ensures accurate subscription oversight, payment method maintenance, and financial record keeping for organizational workflow management services.

To find your billing information:

1. Click Settings (usually at the bottom left).

2. Click Billing in the Settings menu.

   

3. The Billing section shows your current plan, payment method, available credits, and billing history.

   

Viewing history and updating payment method

From the main Billing screen:

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

Keep a payment card on file

You need a valid payment card saved even if you have pre-paid credits. This ensures your service continues without interruption if credits run out.

Changing the Billing Contact

The Tallyfy user who initially created the organization’s account is set as the primary billing contact by default. To change the primary billing contact or to add additional email addresses to receive billing communications:

1. Contact Tallyfy Support.
2. Provide your Organization ID.
3. Clearly state the email address(es) you want to set as the billing contact(s).

Changing your plan

To change your subscription plan (e.g., upgrade or change billing frequency):

1. Go to Settings > Billing.
2. Click the Update Plan button (or similar, the button text may vary slightly).
3. You will be taken to a screen to select your desired plan and billing cycle (annual/monthly).
4. Confirm your selection and complete the checkout process.

Understanding the credit system

The billing section shows your current credit balance. Tallyfy uses a credit system where credits are applied before your card is charged. See the main Billing overview for a full explanation of how credits work.

Changing how often you get billing notifications

By default, billing emails (like invoices, payment confirmations, and subscription updates) are sent instantly when changes occur. To get fewer emails:

1. Contact Tallyfy Support.
2. Ask to switch your account to daily billing updates.
3. Once enabled, you’ll get one daily summary email covering all billing changes from that day.

Using discount coupon codes

If you have a valid discount code:

1. Go to Settings > Billing.
2. Click Update Plan (or a similar button for managing your subscription).
3. During the checkout process, find the “Have a coupon?” field and enter your code.
4. Complete the checkout; the discount will apply to your payment.

Applying for the Fair Price Guarantee discount

To get the Fair Price Guarantee discount, you must first apply through the Fair Price Guarantee page ↗ and receive an approved coupon code from Tallyfy.

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