Subscription & Billing

Manage your WorkSnap Pro subscription, plan, and payment information.

Overview

Billing settings allow you to view your subscription status, change plans, and manage payment methods. Only Owners can access billing settings.

To access: Go to Settings > Billing

Your Subscription

Viewing Subscription Status

The billing page shows:

Information	Description
Current Plan	Your plan name (e.g., Starter, Professional, Business)
Status	Active, Trial, Past Due, or Cancelled
Billing Cycle	Monthly or Annual
Next Billing Date	When your next payment will be charged
Team Members	How many members you have vs. your limit

Subscription Statuses

Status	Meaning
Active	Subscription is current and fully functional
Trialing	Free trial period (all features available)
Past Due	Payment failed; update payment method soon
Cancelled	Subscription ended; limited access

Plan Options

WorkSnap Pro offers different plans to fit your business needs.

Comparing Plans

Plans typically differ in:

• Team members - How many users can access your organization
• Features - Which advanced features are available
• Support - Level of customer support
• Branding - Options to remove WorkSnap branding

Note: Specific plan details and pricing are shown in Settings > Billing in your account.

Choosing the Right Plan

Consider these factors:

Factor	Question to Ask
Team size	How many people need access?
Growth	Will you add team members soon?
Features	Do you need advanced automation or integrations?
Volume	How many invoices/estimates per month?

Changing Your Plan

Upgrading Your Plan

To move to a higher plan:

1. Go to Settings > Billing
2. Click Change Plan or Upgrade
3. Select your new plan
4. Review the price difference
5. Confirm the change

What happens when you upgrade:

• New features are available immediately
• You're charged a prorated amount for the current billing period
• Higher team member limits take effect immediately

Downgrading Your Plan

To move to a lower plan:

1. Go to Settings > Billing
2. Click Change Plan
3. Select your new plan
4. Review any limitations
5. Confirm the change

Important considerations:

• Changes typically take effect at the next billing cycle
• You may need to reduce team members if exceeding new limits
• Some features may become unavailable

Switching Billing Cycle

To change between monthly and annual billing:

1. Go to Settings > Billing
2. Look for billing cycle options
3. Select Monthly or Annual
4. Review the pricing
5. Confirm the change

Tip: Annual billing often includes a discount compared to monthly payments.

Payment Methods

Viewing Payment Methods

Your current payment method is shown in billing settings:

• Card type and last 4 digits
• Expiration date
• Billing address

Updating Payment Method

1. Go to Settings > Billing
2. Click Update Payment Method or Manage Billing
3. You'll be redirected to our secure payment portal
4. Enter your new card information
5. Save the changes

Note: Payment processing is handled securely by Stripe. WorkSnap does not store your full card number.

Accepted Payment Methods

• Visa
• Mastercard
• American Express
• Discover
• Some debit cards

Billing History

Viewing Past Invoices

1. Go to Settings > Billing
2. Click Billing History or View Invoices
3. See a list of past charges
4. Click any invoice to view details

Downloading Receipts

1. Find the invoice in billing history
2. Click Download or the receipt icon
3. A PDF receipt downloads to your device

Use these for your business expense records.

SMS Credits

Some plans include or offer SMS credits for text message features.

Viewing SMS Balance

1. Go to Settings > Billing
2. Look for SMS Credits section
3. See your current balance and usage

Purchasing More Credits

1. Go to Settings > Billing
2. Find SMS Credits or Buy Credits
3. Select a credit package
4. Complete the purchase

SMS credits don't expire and roll over between billing periods.

Common Billing Situations

Payment Failed

If a payment fails:

1. You'll receive an email notification
2. Your account status changes to "Past Due"
3. You have a grace period to update payment
4. Update your payment method promptly

To fix:

1. Go to Settings > Billing
2. Update your payment method
3. The system will retry the charge

Card Expiring Soon

When your card is about to expire:

1. You may receive a reminder email
2. Update your payment method before expiration
3. This prevents service interruption

Accidental Subscription

If you subscribed by mistake:

1. Contact support within your trial or first billing period
2. Explain the situation
3. Refunds may be available depending on circumstances

Need a Refund

Refund policies vary. Contact support with:

• Your account email
• Reason for the refund request
• The charge date

Cancelling Your Subscription

Before You Cancel

Consider these alternatives:

• Downgrade to a cheaper plan
• Pause if available (some plans offer this)
• Contact support if you're having issues we can help with

How to Cancel

1. Go to Settings > Billing
2. Click Cancel Subscription or Cancel Plan
3. You may be asked why you're cancelling
4. Confirm the cancellation

What Happens After Cancellation

Aspect	What Happens
Access	Continues until end of billing period
Data	Remains accessible (read-only)
Documents	Previously created items remain
Reactivation	You can resubscribe later

Note: Your data is not immediately deleted. You can reactivate your account to regain full access.

Reactivating After Cancellation

To restart your subscription:

1. Log in to your account
2. Go to Settings > Billing
3. Choose a plan
4. Enter payment information
5. Your account is reactivated

All your previous data will still be there.

Tax and Legal

Sales Tax

Depending on your location, sales tax may be added to your subscription:

• Tax is calculated based on your billing address
• Tax amounts are shown before you confirm payment
• Tax invoices are included with your receipts

Tax-Exempt Organizations

If your organization is tax-exempt:

1. Contact support with documentation
2. Provide your tax exemption certificate
3. Tax can be removed from future charges

Invoice for Your Records

All subscription payments generate invoices that you can use for:

• Business expense tracking
• Tax deductions
• Accounting records

Download invoices from Settings > Billing > Billing History.

Billing Access by Role

Action	Owner	Admin	Member
View subscription status	Yes	No	No
Change plan	Yes	No	No
Update payment method	Yes	No	No
View billing history	Yes	No	No
Cancel subscription	Yes	No	No
Purchase SMS credits	Yes	No	No

Only Owners can access billing settings. If you need billing access, ask the current Owner to transfer ownership or provide the information you need.

Getting Help with Billing

Billing Questions

For questions about:

• Charges on your account
• Plan features and limits
• Pricing inquiries

Contact support through the app or your account.

Disputed Charges

If you see an unfamiliar charge:

1. Check billing history for details
2. Verify it matches your plan and add-ons
3. Contact support if the charge seems incorrect
4. Don't dispute with your bank before contacting us

Bank disputes can result in account suspension. Contact support first to resolve billing issues.

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