Plan & Billing for the owner: paying, changing and cancelling

Only the organisation's owner pays for a plan, changes it or cancels it. Everyone else can see the plans but not buy one.

Pay for a plan

1. Open Settings, then Plan & Billing, and select Compare all plans. Upgrade to on any invitation opens the same page.
2. Above the table, choose Monthly or Yearly. Yearly billing saves at least two months.
3. Select Choose and the plan's name in its column.
4. In Your company, check your country and, in the EU, your VAT number. Select Check and continue.
5. Read what the check means for your invoices, then select Continue to payment.
6. On the payment page, enter your card and confirm.
7. Back in StockBold, the Plans page says Confirming payment… and then Payment confirmed. Your organization is on the plan you chose, at once.

If you leave the payment page without paying, the Plans page says Checkout cancelled, nothing was charged. Plans are paid by card.

Your company, VAT number and currency

Your company starts from the company details in Settings, then Organization. When they are complete it only asks you to confirm them; select Change to correct them. Whatever you enter or change there is saved in your company details too. StockBold is sold to businesses only.

In the EU a VAT number is required, and it is checked at once in the EU VAT register. The answer decides whether VAT is charged on your invoices. It never stops you paying.

The country also decides the currency: an EU country is billed in EUR, the United Kingdom in GBP and every other country in USD. Before you pay, the Plans page can show prices in any of the three. Once you have been invoiced, the currency cannot change.

Move up

Choose a bigger plan on the Plans page. The Change plan window shows what will be charged now for the rest of the current period, excluding VAT, then the VAT and the total charged. Select Change plan now. The new plan applies as soon as the payment succeeds. If your bank asks you to confirm the payment, select Authenticate payment. If the payment fails, your plan stays as it was.

Move down

Choose a smaller plan, then Schedule the change. You keep your current plan until the end of the period already paid, with no credit, and your plan's column says Changes to the new plan on that date. Until then you can withdraw it with Cancel scheduled change.

To change how often you are billed, choose Monthly or Yearly above the table and select Switch to yearly or Switch to monthly on your plan. The Change plan window says when the change applies.

Cancel

1. On the Plans page, select Cancel plan under your current plan. Move to Free on the Free column does the same.
2. Read Cancel your plan? and select Cancel plan.

The plan stays active until the end of the period already paid, then the organisation moves to Free and all data is kept. Until that date you can select Undo cancellation, and the plan renews as usual. While a cancellation is pending the plan cannot be changed: undo the cancellation first.

When a payment fails

If a renewal payment fails, you see a red banner, Payment failed, with Update card, and your plan card says Payment failed. The payment is tried again over the following days and your plan stays active meanwhile. Update your card to keep it. If no payment succeeds, the organisation moves to Free; nothing is deleted.

Card, invoices and billing address

Open Settings, then Plan & Billing. The Subscription card shows your plan, how often it is billed and when it renews or ends. Select Manage billing to update your card, download your invoices or change the billing address. The plan itself changes only on the Plans page: Change or cancel the plan takes you there.

Company and VAT number, then Change, runs the same check as before paying. A confirmed number applies from the next invoice.

A new organisation on a paid plan

When you create an organisation and choose a paid plan, select Create and pay. The organisation is created at once and you go on to Your company and the payment page. Until the payment is confirmed the organisation is read-only, and a banner says Complete payment to start using this organization, with Complete payment. Where it is offered, Continue on Free puts the organisation on Free instead. Your team sees that the organisation is awaiting payment by its owner.

You can own only one organisation on Free. If a paid organisation of yours moves to Free while you already own another one on Free, it becomes read-only: the banner says This organization needs a paid plan, with Choose a plan.