Access and manage my billing details

How to access and manage your billing details

This article explains how administrators can view and manage Tallyfy subscription and payment details.

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.

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 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.

Related articles

Settings > Billing

The Tallyfy billing system utilizes credits and payment cards to manage subscriptions while offering various pricing programs including Fair Price Guarantee discounts and limits on member types and storage space.

Pro > Pricing

Tallyfy’s pricing structure includes annual and monthly billing options with Full and Light member licenses various discounts through the Fair Price Guarantee program and optional enterprise add-ons while offering professional services for template creation API integrations and adoption planning.

Support > In-app user guide

Access Tallyfy’s in-app help system through either the Help button in the left sidebar or the Help and FAQs option in the user menu dropdown.

Personal Settings > Personalization settings

Users can customize their Tallyfy experience through personal settings which include UI language time zone date formats profile details and notification preferences accessed via the Settings menu.