Your plan and billing

What this page is for

Billing is what you pay Trade Sure: your plan, your add-ons, your logins, your card and your invoices from us. Only administrators can open it. Open More, then Settings, or go to Billing.

How the price works

• Four plans: Starter, Standard, Pro and Business. Each plan is one monthly price. It includes a bundle of modules and a number of logins.
• Add-ons: any module your plan does not include. Each add-on has its own monthly price. Add-ons work on every plan.
• Extra logins: each login above the number your plan includes costs a small monthly price.
• Usage: texts, WhatsApp messages and AI calls are counted in pence and added to your bill.
• How you pay: every plan comes three ways. Rolling monthly is the full price and you can cancel any time. 12 months, billed monthly and 12 months, paid yearly can cost less. On a 12-month term you agree to 12 months: if you cancel, your plan runs to the renewal date, then ends. If you do nothing, the term renews for another 12 months.
• Prices are ex VAT. VAT is added on the invoice.

Do the common things

Choose a plan after your trial

1. Open Billing. Click Choose your plan.
2. Pick one of the four plan cards. The card marked Most popular is a good start for a busy firm.
3. Tick the add-ons you want. Modules your plan already includes are not shown.
4. Set how many people sign in. It cannot go below the logins you use now or the number your plan includes.
5. Under How you want to pay, pick rolling monthly or a 12-month term. Each choice shows its price.
6. Check the price on the right. Click Pay by card or Invoice us.

Change how you pay

1. Open Billing and click Change plan or add-ons.
2. Under How you want to pay, pick another choice. You can move to a 12-month term at any time; a new 12-month term starts that day.
3. On a 12-month term you can move back to rolling monthly (or from paid yearly to billed monthly) from your renewal date. The Billing page shows that date.

Change your plan or add-ons

1. Open Billing and click Change plan or add-ons.
2. Pick another plan or change the ticks. Your current plan is marked Your plan.
3. Click Save changes. The change works straight away. The new price starts on your next bill.

Change how many people sign in

1. Open Billing. In Make a change, type the number of logins and click Save logins.

Change your card

1. Open Billing and click Update card.
2. Follow the secure page. Your card details are held by our payment provider, not by Trade Sure.

See what you have used

1. Texts, WhatsApp messages and AI calls are counted. This month's usage on the Billing page shows them.
2. During the trial there are limits. You get a notice when you reach one.

What the statuses mean

• Trial: 30 days with every module on and no card needed. The banner at the top counts the days left.
• Active: you are on a plan.
• Past due: a payment failed. Update your card within the grace period.
• Locked: the trial has ended or payment failed for too long. Only Billing and My account open. Your data is safe.

If something looks wrong

• You are locked out: open Billing and choose a plan or fix the card. Everything opens again.
• A module you need is off: it is not in your plan. Add it as an add-on from Change plan or add-ons.
• A charge looks wrong: contact support from the Help centre with the invoice number.