Your plan and your modules
What each plan includes, where to find your invoices, and what you see when a module is not part of your plan.
What your workspace can reach is decided by your plan. Each plan carries a set of modules, and the modules your plan does not carry are simply not there.
The three plans
- Starter, for a small team getting its records in order.
- Standard, the plan most organisations choose.
- Premium, for organisations that need everything the platform offers.
Every plan can be billed monthly or annually, and the pricing page always shows the current price in your own currency where we support one.
Your account portal
The account portal is separate from your workspace and has four tabs.
- Dashboard, a summary of your subscription.
- Subscription, where you compare plans and change to another one.
- Billing, where you keep your legal name, tax number, billing address and saved cards.
- Invoices, a list of every invoice with its status and a link to download it as a PDF.
An unpaid invoice can be settled from the Invoices tab, either by card or, where we offer it, by bank transfer. If you pay by transfer you upload the receipt and enter your bank reference so we can match the payment.
When a module is not in your plan
A module your plan does not include is hidden from the menu, and going to its address directly returns a page not found. This is deliberate: your workspace does not advertise what you have not bought.
There is one different message. If your workspace has no plan on it at all, which normally means provisioning has not finished, you see a page headed "This workspace isn’t fully set up yet" with an address to contact us. Nothing you have entered is lost, and it is something we put right rather than a setting you can change.