Billing Management

This guide covers how to manage your subscription, payment methods, and billing history in TapeAlert.

Accessing Billing Management

To access billing settings:

  1. Log in to your TapeAlert account
  2. Navigate to Partner Administration (requires admin access)
  3. Select the Account & Plan tab for subscription management
  4. Or select the Billing History tab for invoice details

Managing Your Subscription

Viewing Current Subscription

Your current subscription details are displayed on the Account & Plan page, including:

  • Current plan name (Trial, Standard, Professional, or Custom)
  • Billing period (monthly/annual)
  • Next billing date
  • Current usage statistics against plan limits

Changing Plans

To upgrade or downgrade your subscription:

  1. Go to Partner Administration > Account & Plan
  2. Click Upgrade Plan to move to a higher tier
  3. Or click Manage Subscription to access all plan options

When upgrading:

  • Your new plan starts immediately
  • You’ll be charged prorated fees for the remainder of the billing period
  • New limits and features are available right away

When downgrading:

  • Your current plan remains active until the end of the billing period
  • Your new plan will take effect at the next billing date
  • No refunds are provided for unused portions of your current plan

Cancelling Your Subscription

To cancel your subscription:

  1. Go to Partner Administration > Account & Plan
  2. Click Manage Subscription
  3. Select Cancel Subscription
  4. Confirm your cancellation

After cancellation:

  • Your plan remains active until the end of the current billing period
  • You’ll still have access to all features until that time
  • Your data is retained for 30 days after your plan expires
  • You can reactivate your subscription at any time during this period

Payment Methods

Adding a Payment Method

To add a new payment method:

  1. Go to Partner Administration > Account & Plan
  2. Click Manage Subscription
  3. Select Update Payment Method
  4. Enter your new payment details
  5. Choose whether to make this your default payment method

Updating a Payment Method

To update an existing payment method:

  1. Go to Partner Administration > Account & Plan
  2. Click Manage Subscription
  3. Select Update Payment Method
  4. Find the payment method you want to update
  5. Click Edit and enter the new details

Removing a Payment Method

To remove a payment method:

  1. Go to Partner Administration > Account & Plan
  2. Click Manage Subscription
  3. Select Update Payment Method
  4. Find the payment method you want to remove
  5. Click Delete

Note: You cannot remove a payment method if it’s the only one associated with an active subscription.

Billing History

Viewing Invoices

To view your billing history:

  1. Go to Partner Administration > Billing History
  2. See a list of all past invoices with:
    • Invoice date
    • Amount
    • Status (Paid, Pending, Failed)
    • Payment method used

Downloading Invoices

To download an invoice:

  1. Go to Partner Administration > Billing History
  2. Find the invoice you want to download
  3. Click the View Invoice button
  4. In the Stripe Invoice portal, click Download

Invoice Details

Each invoice contains:

  • Invoice number
  • Issue date
  • Due date
  • Itemized charges
  • Applied taxes
  • Payment status
  • Payment method used

Handling Failed Payments

If a payment attempt fails:

  1. You’ll receive an email notification
  2. The payment status in your billing history will show as “Failed”
  3. Our system will automatically attempt to charge the card again
  4. You can update your payment method at any time

After multiple failed attempts:

  • Your account may be restricted to view-only mode
  • You’ll need to update your payment information to restore full access
  • Any overdue amounts will be added to your next invoice

Billing Contacts

You can designate specific users to receive billing communications:

  1. Go to Partner Administration > Account & Plan
  2. Click Billing Contacts
  3. Add or remove email addresses for billing notifications

Billing contacts will receive:

  • Invoice notifications
  • Payment confirmations
  • Payment failure alerts
  • Subscription change confirmations

Next Steps