# Billing Information (https://yapl.app/en/docs/user-guides/workspaces/billing-information)

# Billing Information

Manage your workspace's billing details, payment methods, and subscription information. Access billing settings from **Settings > Subscription** in the sidebar.

## Accessing Billing Information

1. Navigate to **Settings** in the sidebar
2. Select **Subscription** tab
3. View your current subscription status and billing details

## Current Subscription Overview

The subscription page displays:

| Information | Description |
|-------------|-------------|
| Current Plan | Your subscription tier (Trial, Basic, Professional) |
| Status | Active, Trial, Cancelled, Past Due |
| Renewal Date | When your subscription renews |
| Seats | Included and additional seats |
| Payment Method | Card on file |

## Subscription Tiers

### Trial (14 Days Free)

- Full Professional features
- 10 seats for team collaboration
- No payment required
- Automatically expires after 14 days

### Basic ($15/month)

- 3 fixed seats
- Up to 5 active projects
- 2 plans per project
- 200 tasks per plan
- Essential features

### Professional ($69/month)

- 10 included seats
- Additional seats at $6/seat/month
- Unlimited projects
- 500 tasks per plan
- Full features including cost tracking and Gantt editing

## Payment Methods

### Adding a Payment Method

1. Go to **Settings > Subscription**
2. Click **Add Payment Method** or **Update Payment**
3. Enter card details in the secure checkout
4. Click **Save**

YAPL accepts:
- Visa
- Mastercard
- American Express
- Discover

<Callout type="info">
Payment processing is handled securely by LemonSqueezy. YAPL never stores your full card number.
</Callout>

### Updating Payment Method

1. Go to **Settings > Subscription**
2. Find **Payment Method** section
3. Click **Update Payment Method**
4. Enter new card details
5. Confirm the change

### Payment Method Display

Your stored card shows:
- Card brand (Visa, Mastercard, etc.)
- Last 4 digits
- Expiration indicator

## Managing Seats

### Understanding Seats

Seats represent the number of users who can access your workspace:

| Tier | Included Seats | Additional Seats |
|------|----------------|------------------|
| Trial | 10 seats | Not during trial |
| Basic | 3 (fixed) | Not available |
| Professional | 10 included | $6/seat/month |

### Adding Seats (Professional Only)

1. Go to **Settings > Subscription**
2. Find **Seat Management** section
3. Click **Add Seats**
4. Enter number of additional seats
5. Confirm the purchase

Additional seats are:
- Billed monthly at $6/seat
- Added to your next invoice
- Available immediately

### Seat Allocation

View current seat usage:
- **Included Seats**: Part of your plan
- **Additional Seats**: Extra purchased seats
- **Total Seats**: Maximum allowed members
- **Occupied Seats**: Currently used seats

<Callout type="warn">
You cannot reduce seats below your current occupied count. Remove members first if needed.
</Callout>

## Invoices and Billing History

### Viewing Invoices

1. Go to **Settings > Subscription**
2. Scroll to **Payment History** section
3. View list of past invoices

Each invoice shows:
- Invoice date
- Amount
- Status (Paid, Pending, Failed)
- Download link

### Invoice Contents

Invoices include:
- Company information (from Organization Profile)
- Subscription period
- Plan details
- Seat count
- Tax information
- Payment amount

### Downloading Invoices

1. Find the invoice in Payment History
2. Click the download icon
3. Invoice downloads as PDF

## Subscription Status

Your subscription can be in these states:

| Status | Description | Action Required |
|--------|-------------|-----------------|
| **Active** | Normal operation | None |
| **Trial** | Free trial period | Upgrade before expiration |
| **Cancelled** | Cancellation requested | Access until period ends |
| **Past Due** | Payment failed | Update payment method |
| **Expired** | Trial or subscription ended | Resubscribe |

## Changing Plans

### Upgrading

1. Go to **Settings > Subscription**
2. Click **Change Plan**
3. Select a higher tier
4. Complete checkout
5. New features available immediately

### Downgrading

1. Go to **Settings > Subscription**
2. Click **Change Plan**
3. Select a lower tier
4. Review impact on current usage
5. Confirm downgrade

<Callout type="warn">
Downgrading may affect your current data if you exceed the new tier's limits.
</Callout>

### Downgrade Restrictions

You cannot downgrade if:
- Member count exceeds new tier limit
- Project count exceeds new tier limit
- You'd lose access to features with active data

## Cancelling Subscription

### How to Cancel

1. Go to **Settings > Subscription**
2. Click **Cancel Subscription**
3. Review what you'll lose
4. Confirm cancellation

### After Cancellation

- Access continues until current period ends
- Data is preserved for 90 days
- You can reactivate at any time
- No refunds for partial periods

### Reactivating

1. Go to **Settings > Subscription**
2. Click **Reactivate Subscription**
3. Choose a plan
4. Complete payment
5. Access restored immediately

## Billing Address

Your billing address is used for:
- Invoice generation
- Tax calculation
- Payment verification

Update billing address in **Settings > Organization > Company Settings**.

## Tax Information

YAPL handles taxes based on:
- Your billing country
- Your tax ID (if provided)
- Local tax regulations

### Tax ID

Provide your tax ID (VAT number, EIN, etc.) in Organization Profile to:
- Receive proper invoices
- Enable tax exemptions where applicable
- Comply with local regulations

## Payment Issues

### Failed Payment

If payment fails:
1. You'll receive an email notification
2. Subscription enters "Past Due" status
3. Update payment method within grace period
4. Service continues during grace period

### Grace Period

- 7 days for failed payments
- Full access during grace period
- Update payment to avoid service interruption

### Declined Cards

Common reasons for decline:
- Insufficient funds
- Expired card
- Bank security block
- Incorrect details

Try:
1. Using a different card
2. Contacting your bank
3. Verifying card details

## Who Can Manage Billing

Only workspace **owners** can:
- View billing information
- Update payment methods
- Change subscription plans
- Add seats
- Cancel subscription

Team members cannot access billing information.

## Troubleshooting

### Cannot Access Billing

- Verify you have owner role
- Check workspace is not in trial
- Try refreshing the page

### Payment Not Processing

- Check card details are correct
- Verify card isn't expired
- Contact your bank for blocks
- Try a different card

### Invoice Not Received

- Check spam folder
- Verify billing email address
- Download from Payment History

## Related Topics

- [Workspace Setup](/docs/getting-started/workspace-setup) - Initial configuration
- [Organization Profile](/docs/user-guides/workspaces/organization-profile) - Company details
- [Managing Owners](/docs/user-guides/workspaces/managing-owners) - Administrative access