This article covers:
Note: Only Administrators have access to Subscriptions and Billing.
To start a new subscription (or view your current subscription), visit Account Settings > Subscription. From here you can choose your plan type, select a billing interval (annual or monthly), add additional licenses, and update your credit card info.
CaseFleet offers Starter, Standard, and Enterprise plans. Read about what's included in each plan here.
Note: Administrators can upgrade from the Starter to the Standard plan in Account Settings. To downgrade a Standard to the Starter plan, contact firstname.lastname@example.org.
You can select either monthly or annual billing for your CaseFleet subscription. Annual billing requires payment in full upfront but provides a 25% discount on the monthly rate.
The credit card you entered when converting to a full subscription from the trial will be charged at the same interval based on your choice (the same day each month, or the same date each year). Subscriptions are charged at the beginning of each subscription period, so your account will be paid covering access for the month or year in advance.
Note: Administrators can upgrade from monthly to annual billing in Account Settings. To downgrade from an annual to a monthly plan, contact email@example.com.
Under the payment details section, an Administrator can manage the number of user licenses on an account, and add or edit a debit or credit card from which payments will be taken.
To view your payment history, visit Account Settings > Billing History.
Changing Your User Count
CaseFleet subscriptions are on a per-user basis, so each billing cycle is invoiced at the current plan rate multiplied by the number of users on the account.
If you add a user to a monthly subscription, you will be immediately charged a prorated amount for the number of days the new user subscribed based on your current billing cycle. For example, if you started the monthly billing on May 1st and add a user on May 15th, you will only be charged for the user from May 15th - June 1st.
If you add a user to an annual subscription, you will be immediately charged a prorated amount for the user's access for the remainder of your subscription period. For example, if you started the annual billing in May and add a user in September, you will only be charged for that user from September - May.
When you deactivate a user, the remaining days already paid for will appear as a credit to your CaseFleet account. There are no refunds for cancellations, but the unused time will be credited toward the next billing period.
For instructions on adding and removing users within an existing subscription, click here.
If you need to change or cancel your subscription, please refer to this support article: Cancelling and Restarting Your Subscription.