Billing

The billing section shows the plan of the dealership, the usage against the plan limits and the billing history. It also changes or cancels the plan.

Requirements: Only the owner may open Billing. The section does not appear in the menu for other roles. A direct visit by another role returns to the dashboard.

Plan limitsCopy Anchor Link

Review the plan and usageCopy Anchor Link

1. Open Settings and select Billing.
2. Read the card Current plan. It shows the plan name, the status and the monthly amount.
3. Read the date after Renews On. The label reads Cancels On when a cancellation is scheduled.
4. Read the section Usage.

The status is Active, Canceling or Past Due. Each meter shows the used amount, the limit and a percentage.

The bar is amber from 80 percent of the limit. It is red at the limit and above.

Change the planCopy Anchor Link

1. In the section Change plan, find the plan to use.
2. Select Switch to followed by the plan name. Each card carries the badge Upgrade or Downgrade.
3. Read the dialog. It shows the current plan, the new plan, the monthly difference and the limits of the new plan. It states that the change is prorated and applies immediately.
4. Select Upgrade to or Downgrade to followed by the plan name. Select Keep current plan to stop.

The message "The plan has been changed to" followed by the plan name appears.

When current usage is above a limit of the new plan, the dialog reports This plan is below current usage. The change is still possible. The consequences are as follows.

• Storage: existing files stay. No further file can be uploaded until space is released.
• Vehicles: no further car can be added until the next month begins.
• Tracked shipments: current tracking continues until delivery. No further shipment can be tracked until the count falls below the limit.

Download an invoiceCopy Anchor Link

The section Billing history lists each order with Date, Description, Amount and Status. Select Invoice in a row to open the document of a paid order. An order that is not paid shows Not available. Before the first payment, the section shows No invoices yet.

Update the payment methodCopy Anchor Link

Select Payment and Invoices in the card Current plan. The dashboard opens the payment portal. A past due plan shows the message "Payment is past due. Access requires an update of the payment method."

Cancel or resume the subscriptionCopy Anchor Link

1. Select Cancel subscription.
2. Read the dialog. Access continues until the end of the current period.
3. Select Confirm cancellation. Select Keep plan to stop.

The status changes to Canceling. Before the period ends, select Resume Subscription to keep the plan.

NotesCopy Anchor Link

• A plan that is managed outside the application shows the notice "A change requires the payment portal." The change and cancel controls stay disabled. The payment portal changes the plan instead.
• A dealership without an active subscription sees the list Select a plan. Each plan has a Choose button that starts the purchase.