Your ProCharted subscription: plan, users and payment

See your firm's plan, paid users and next bill, switch between monthly and yearly, and add or change the card – in Settings > Subscription.

Before you start

• You need the Manage subscription & payment permission. The person who created the firm always has it. They can give it to others in Settings > Team > Edit user.
• The Subscription tab is only there for firms billed per user. If your firm has a special arrangement with us, contact support@procharted.com about your plan.

See your plan

1. Click your avatar > Settings > Subscription.
2. You’ll see:
   • Plan and Status (for example in trial or active).
   • Billing period: Monthly or Yearly. Yearly costs less per user.
   • Paid seats: everyone active in your firm counts as a user.
   • Next bill: the amount and date, including tax where it applies.
   • Payment method: your card, or No card yet.
   • Past charges, each with a link to its receipt.

Add or change your card

Click Add payment method (or Change next to your card). A secure Stripe page opens where you enter the card and billing address. ProCharted never sees your full card number.

Add or remove users

• Add a user: invite them in Settings > Team. If you manage the subscription, ProCharted shows what the new seat costs before you send the invitation. The seat starts when the person accepts.
• Remove a user: archive them in Settings > Team. Your next bill goes down. There’s no refund for the current period.

Your free trial

• Your first 14 days are free, with every feature and as many users as you like.
• In the last few days, a banner reminds you to add a payment method. Your data is never deleted. If the trial ends without a card, ProCharted stays locked until a card is added, and then everything opens again.

Free seasonal users

From February 1 to April 30, you can add free seasonal staff for the busy season. In Settings > Team, when you add a user, turn on Seasonal user (free). You can have as many seasonal users as paid users. They’re archived automatically on May 1.

Related articles

• Team members, access levels and permissions
• Invoices and payments