Billing & Pricing
How Can I Change My Payment Method?
To change your payment method: Login to your workspace On the left pane, click on "Settings > Billing" Click on the "Settings" tab (if needed) Click on "Change Payment Method" This option is available only if you previously subscribed Your new ...
How Can I Understand Billing Issues?
If we run into issues with monthly payment, we will notify you: The email address specified in billing settings will receive an email The web application will show a message in the top bar: Example: "There was an issue with your subscription - take ...
How Can I View / Print My Invoices?
To view invoices: Login to your workspace On the left pane, click on "Settings > Billing" Click on the "Invoices" tab (if needed) For more details, click on each invoice To print, click on "Print Invoice" To print your invoice as a PDF, use "Print ...
How Can I Cancel My Subscription?
To cancel your subscription: Login to your workspace On the left pane, click on "Settings > Billing" Click on the "Settings" tab (if needed) Click on "Cancel Subscription" You and all users within the workspace will permanently lose access to your ...
How Can I Subscribe?
Each workspace (demo or production) includes a 14 day free trial, after which you must subscribe. To subscribe: Login to your workspace On the left pane, click on "Settings > Billing" Click on the "Settings" tab (if needed) Click on "Subscribe" If ...
Can I Prepay To Avoid Monthly Statements / Invoices?
In some cases, you may want to setup a credit balance so that you don't have to deal with administrative tasks associated with monthly credit card charges (ex: printing invoices each month for your accounting department). Your account can be ...
What Happens When I Cancel My Subscription
We understand that you may be dissatisfied, or are considering a different approach to managing your sales incentive program. When you cancel your subscription, you and all other users will permanently lose all access to your workspace at the end of ...
How Does The Free Trial Work?
Free trials never require a credit card. When you register an account, you get a demo workspace. This demo workspace is valid for 14 days, after which it will expire. This demo workspace has sample users, plans, calculations, reports, etc. You can ...
What Is The Billing Unit?
Billing is monthly, per workspace, and based on the number of active users you have. Active users are any users you have added which have not been deactivated. Per-workspace billing provides more flexibility because it allows each workspace to be ...
How Many Free Trials Can I Have?
You can have as many free trials as you need by creating new workspaces, but each will only be free of charge for 14 days. You can have multiple demo and production workspaces: Demo workspaces include demo data Production workspaces start with empty ...
Special Promotion for Cloud-Enabled Customers
If your organization already uses a cloud-based (SaaS) solution to automate calculation of sales incentives, you may qualify for our special "Switch" offer. If you qualify, you will receive up to 100 free seats of our Enterprise plan for 3 months. ...
Can I Pay Using a Currency Other Than USD?
We currently only support USD as a payment currency for your subscription. We understand the possible impact to your business if your primary currency is not USD. To learn more about how billing charges are calculated, click here. To learn more about ...
Will I Get Charged a Sales Tax?
Only businesses residing in Washington State must pay a sales tax. For businesses based in other locations, there are no sales tax. To learn more about how billing charges are calculated, click here. To learn more about the billing cycle, click here. ...
How Will You Keep my Credit Card Information Safe?
We're committed to keeping your payment information secure. To limit risk, we only retain limited information about your payment information using a technique called tokenization. When you provide us with your credit card information, we: Store its ...
What Discounts Are Available?
If you've researched other solutions, you already know that our solution is priced extremely competitively. We also do not want to charge some of our customers more, so that we are able to offer discounts to other customers. We may offer a discount ...
How Can I Minimize Billing Charges?
Nobody wants to be billed for no good reason. Our billing is per user. It is designed to match usage, our own costs performing incentive calculations, and complexity associated with managing various records. Here are our recommendations to avoid ...
How Do I Request a Refund?
We understand that you may be dissatisfied, or are considering a different approach to managing your sales incentive program. You can request a refund at any time by contacting our award-winning support team. To learn more about how billing charges ...
What If My Payment Method Fails?
It is common for payment methods to stop working - from expiring credit card to bank anti-fraud protection. When a payment attempt fails, we automatically retry. If we're unable to charge your credit card, we will ask you to update your ...
How Are Billing Charges Calculated?
Charges are per workspace, and calculated based on: Your subscription (trial vs. paid) The number of active users There are no charges for trials. However, trials expire after 14 days. Should you upgrade to a paid subscriptions, we will charge you ...
Can I Get A Discount With a Longer Term Commitment?
We understand you may be interested in a longer term (ex: 1 year) commitment - assuming a discount is available in consideration for pre-payment. However, we are unable to offer discounts for long-term commitments because charges are based on the ...
Which Types of Payment Do You Accept?
We accept the following types of credit card as payment methods: American Express Diners Club Discover Matercard Visa To learn more about how to setup a credit balance, click here. To learn more about how billing charges are calculated, click here. ...
What is the Billing Cycle Like?
There are no charges for trials. However, trials expire after 14 days. If you upgrade to a paid plan, we count the number of active users every month, and charge your credit card every month, starting from and including your subscription date. For ...
What Types of Subscriptions Are Available?
You can compare subscriptions, their feature, and prices on our pricing page. To learn more about how billing charges are calculated, click here. To learn more about the billing cycle, click here. Free Trials No credit card is required for trials. ...
Is a Credit Card Required For Free Trials?
A credit card is not required for free trials. You will be asked to provide payment information only if you decide to upgrade to a paid plan. To learn more about how billing charges are calculated, click here. To learn more about the billing cycle, ...
Is There a Setup Fee?
We waive setup fee in 95% of cases. Read more here. You can create an online account and start working immediately. To learn more about how billing charges are calculated, click here. For an overview of setup and configuration, click here and here. ...