Billing & Subscription

Manage your Taskr subscription, payment methods, and billing history. View usage, upgrade or downgrade plans, and download invoices.

Access: Only Owners can manage billing. Admins can view billing information. See Role Definitions for details.

Overview

The billing section provides:

Feature	Description
Plan Management	View and change subscription tier
Payment Methods	Add and manage payment cards
Billing History	View past invoices and receipts
Usage Monitoring	Track seats and storage usage

Accessing Billing

Go to Settings > Billing
Or navigate directly to /settings/billing

Your Current Plan

Plan Information

Field	Description
Plan Name	Your current subscription tier
Billing Cycle	Monthly or annual billing
Price	Current subscription cost
Next Billing Date	When your next payment is due
Seats Included	Number of users in your plan
Storage Included	File storage allocation

Usage Summary

Monitor your consumption:

Metric	Description
Seats Used	Active users vs. included seats
Storage Used	Files uploaded vs. storage limit
API Calls	Monthly API usage (if applicable)

Available Plans

Taskr offers tiered plans to match your business needs:

Plan	Best For	Key Features
Starter	Small teams (1-5 users)	Core features, basic support
Professional	Growing teams (6-20 users)	Advanced features, priority support
Business	Larger teams (21-50 users)	Full feature set, dedicated support
Enterprise	Large organizations	Custom features, SLA, onboarding

Changing Your Plan

To upgrade:

Go to Settings > Billing
Click Change Plan
Select your new plan
Review the price difference
Confirm the upgrade
New features are available immediately

To downgrade:

Go to Settings > Billing
Click Change Plan
Select the lower tier
Review feature limitations
Confirm the downgrade
Changes take effect at next billing cycle

Adding Seats

If you need more users than your plan includes:

Go to Settings > Billing
Click Add Seats
Enter the number of additional seats
Review the prorated cost
Confirm the purchase

Additional seats are billed at a per-user rate based on your plan.

Payment Methods

Adding a Payment Method

Go to Settings > Billing > Payment Methods
Click Add Payment Method
Enter card details:
- Card number
- Expiration date
- CVC
- Billing address
Click Save

Managing Payment Methods

Action	How To
Set Default	Click the card and select “Make Default”
Remove	Click the card and select “Remove” (must have at least one method)
Update	Remove and re-add with new details

Supported Payment Types

Method	Availability
Credit Cards	Visa, Mastercard, American Express
Debit Cards	Most major debit cards
Invoice	Enterprise plans only (contact sales)

Billing History

Viewing Invoices

Go to Settings > Billing > History
View list of all past invoices
Each invoice shows:
- Invoice number and date
- Amount charged
- Payment status
- Items included

Downloading Invoices

Find the invoice in billing history
Click the Download button
Invoice downloads as PDF
Use for accounting and tax records

Invoice Details

Each invoice includes:

Section	Contents
Header	Your organization details, invoice number
Line Items	Subscription, seats, add-ons
Summary	Subtotal, tax, total
Payment	Method used, transaction ID

Billing Notifications

Automatic Notifications

Taskr sends billing notifications for:

Event	When Sent
Payment Successful	After each successful charge
Payment Failed	Immediately on failure
Upcoming Renewal	7 days before renewal
Plan Changed	When plan is upgraded or downgraded
Seats Added	When additional seats purchased

Billing Contacts

Configure who receives billing notifications:

Go to Settings > Billing > Notifications
Add email addresses for billing contacts
These contacts receive all billing-related emails

Cancellation

Canceling Your Subscription

Go to Settings > Billing
Click Cancel Subscription
Complete the cancellation survey (optional)
Confirm cancellation
Access continues until the end of your billing period

What Happens After Cancellation

Timeline	What Happens
Immediately	No new charges
Until Period End	Full access continues
After Period End	Account becomes read-only
30 Days Later	Data export reminder
90 Days Later	Data deletion (with notice)

Reactivating a Canceled Account

If you change your mind before the period ends:

Go to Settings > Billing
Click Reactivate Subscription
Your plan resumes with no interruption

Tips for Billing Management

Set up annual billing for a discount (typically 15-20%)
Monitor seat usage before adding more
Download invoices monthly for accounting
Add a backup payment method to avoid interruptions
Review usage before downgrading to ensure features are not lost

Troubleshooting

Payment Failed

Verify card details are correct
Check card has not expired
Ensure sufficient funds are available
Contact your bank if the card is blocked
Try a different payment method

Cannot Access Billing

Verify you have Owner role
Contact your organization owner
Owners can grant billing access to Admins

Invoice Missing

Check spam/junk email folders
Verify billing email is correct
Download directly from billing history
Contact support if still missing

Organization Settings - Business details
Team Members - Managing users and seats
Role Definitions - Access levels

Back to Settings Overview | Back to Documentation Index

​Billing & Subscription

​Overview

​Accessing Billing

​Your Current Plan

​Plan Information

​Usage Summary

​Available Plans

​Changing Your Plan

​Adding Seats

​Payment Methods

​Adding a Payment Method

​Managing Payment Methods

​Supported Payment Types

​Billing History

​Viewing Invoices

​Downloading Invoices

​Invoice Details

​Billing Notifications

​Automatic Notifications

​Billing Contacts

​Cancellation

​Canceling Your Subscription

​What Happens After Cancellation

​Reactivating a Canceled Account

​Tips for Billing Management

​Troubleshooting

​Payment Failed

​Cannot Access Billing

​Invoice Missing

​Related Documentation