# Billing

> Your plan and free trial, paying by card, changing seats, invoices, and what happens when a subscription ends.

Tally Sign Support › [Admin](https://www.tallysign.com/support/admin)

Billing is in **Settings → Billing**. Everyone can see the plan; owners and admins can change it. Every plan has unlimited documents, templates, signers and automations.

## The free trial and choosing a plan

A new company gets a **7-day free trial**, with no card needed. The bar at the top of the app shows the days left, with **Choose a plan**.

1. Open **Settings → Billing**.
2. Pick a plan: **Tally Sign** ($20 per user a month) or **Tally Sign for Salesforce** ($200 a month for every 5 users). Connecting Salesforce needs the Salesforce plan.
3. Under **Users**, set how many people send documents with **−** and **+**. It starts at the number of people who have a seat now, and can't go lower. On the Salesforce plan it moves in blocks of five.
4. Check the monthly price and choose **Continue to payment**.
5. Stripe's secure checkout page opens. Enter your card and billing details (and a promotion code if you have one), then confirm.

![Settings → Billing during the trial: the trial end date, the two plans, 3 users and $60 a month with Continue to payment](https://www.tallysign.com/university/admin/billing-choose-plan.png)

*Choosing a plan during the free trial.*

You come back to **Settings → Billing**, which says **You're subscribed**. If you choose a plan during the trial, you aren't charged until the trial ends: the first charge date is shown before you pay.

![Settings → Billing after subscribing: Tally Sign, $60 a month for 3 seats, first charge October 5, and Visa ending in 4242](https://www.tallysign.com/university/admin/billing-subscribed.png)

*Your plan, seats, next charge and card.*

> **Note:** Customers and people who only view documents never need a seat. See [Seats](https://www.tallysign.com/support/admin/seats).

## Change seats or plan

1. In **Settings → Billing**, change the number of seats with **−** and **+**, or pick the other plan.
2. A bar shows the new monthly price.
3. Choose **Update seats** (or **Switch to** the other plan). **Cancel** leaves everything as it was.

![Changing from 3 to 5 seats: New price $100 a month, with Cancel and Update seats](https://www.tallysign.com/university/admin/billing-change-seats.png)

*More seats are charged now for the rest of the month.*

- More seats: the difference for the rest of the billing period is charged to your card straight away. If the card is declined, nothing changes.
- Fewer seats: the unused difference is credited to your next invoice.
- You can't go below the number of people with a seat. Seats given up in the last 7 days still count until they free up; the message says when. Remove people in **Settings → Team** or **Settings → Seats** first.
- While Salesforce is connected, you can't switch to the per-user plan. Disconnect Salesforce first, or keep Tally Sign for Salesforce.

## Card, billing details and invoices

1. In **Settings → Billing**, go to **Payment and invoices**. It shows the card on file.
2. Choose **Manage billing**. Stripe's billing page opens.
3. Update your card under **Payment method**, your name, email, address or tax ID under **Billing information**, or open and download invoices under **Invoice history**.
4. Choose **Return to Tally** to come back.

![Stripe's billing page: current subscription, payment method Visa 4242, billing information and invoice history](https://www.tallysign.com/university/admin/billing-stripe-portal.png)

*Stripe's billing page, opened from Manage billing.*

> **Note:** Tally Sign never sees or stores your card number. Payments and invoices are handled by Stripe.

## Cancel, or when a subscription ends

1. In **Settings → Billing**, choose **Manage billing**.
2. Choose **Cancel subscription** and confirm. Stripe asks for an optional reason.
3. Back in **Settings → Billing**, the plan shows **Ends** and the date.

![The current subscription on Stripe's billing page with the Cancel subscription button](https://www.tallysign.com/university/admin/billing-stripe-cancel.png)

*Cancelling takes effect at the end of the billing period.*

Everything keeps working until the end of the period you've paid for. After that:

- For **14 days** after a subscription ends or a payment fails, everything still works. **Settings → Billing** says when, and the owner is emailed. A failed payment shows **Payment failed**: update the card under **Payment and invoices**.
- Then the account is **paused**. So is a free trial that ends without a plan. While paused, nobody can send documents and the assistant is off. Everyone can still sign in, read documents and download signed PDFs, and documents already sent can still be signed.
- To pick up where you left off, open **Settings → Billing** and choose a plan.
- If an account stays paused for **6 months**, the company and all its documents are deleted. The owner is emailed 30 days and 7 days before. Download anything you need first.

The details are in the [Terms of Service](https://www.tallysign.com/legal/terms-of-service) and section 13 of the [Data Processing Addendum](https://www.tallysign.com/legal/data-processing-addendum).

Next guide: [Email and notifications](https://www.tallysign.com/support/admin/email-and-notifications)

Source: https://www.tallysign.com/support/admin/billing