Plans and billing

Your subscription decides which features your organization can use and how much of each - how many sites, how many active lots, whether the Finance module is on, and so on. The Billing section, under Settings, is where you see what you are paying for and change it without calling support.

Your trial

A new organization starts with a trial that turns on the paid features so you can try them out. A badge in the app header shows how long is left, and you get reminder emails as the trial nears its end. To keep the paid features once the trial ends, add a payment method before it runs out. If you do not, the organization drops to the free tier: your data stays readable, but the features above that tier pause until you upgrade.

Add a payment method

Open the Billing page and choose Add payment method:

• M-Pesa - enter your phone number and approve the prompt that arrives on your phone.
• Card - enter your card details in the secure form.

The method you add becomes the default that future charges use.

Plans and limits

The Billing page shows your current plan alongside usage meters - how many sites and lots you are using against what your plan allows. When you reach a limit, the app tells you and offers the upgrade that lifts it.

• Upgrading takes effect within seconds. You see a preview of the prorated cost for the rest of the current cycle before you confirm, and the action you were blocked on goes through.
• Downgrading is scheduled for the end of your current period. If your usage is above the lower tier's limits, the app explains what would become read-only, and you can cancel the scheduled change until it takes effect.

Add-ons work the same way - pick one, see the prorated cost, confirm, and it is live within seconds.

Invoices and payments

At the end of each billing cycle PoultryDesk issues an invoice, emails it to your billing address, and charges your default payment method. A successful charge marks the invoice paid and sends a receipt. Every invoice lists its line items so you can see exactly what each charge is for.

If a payment fails

If a charge fails, the subscription becomes past due and PoultryDesk retries over the next several days, emailing you a link to fix the payment. If it still cannot collect, the organization is suspended and everyday actions are paused until you update your payment method - your data is never deleted. As soon as the outstanding balance is paid, everything is restored.

See also

• Members and roles
• Sites and houses