Billing & Subscription

Learn how to manage your subscription and billing settings.

Overview

OmniSocials offers flexible subscription plans to match your needs. From billing settings, you can:

• View your current plan
• Upgrade or downgrade
• Manage payment methods
• View billing history
• Download invoices

Accessing Billing Settings

1. Go to Settings in the sidebar
2. Click Organisation
3. Select Billing

Your Subscription

Current Plan

View details about your active subscription:

• Plan name
• Monthly or annual billing
• Price
• Renewal date
• Included features

Free Trial

New accounts start with a 14-day free trial:

• Full access to all features
• No credit card required initially
• Trial ends automatically
• Upgrade anytime to continue

Trial Status

Track your trial:

• Days remaining
• What happens when trial ends
• Option to upgrade early

Subscription Plans

OmniSocials offers different plans to match your needs:

Starter Plan

• 5 social channels
• 1 team member
• 50 scheduled posts per month
• Basic analytics

Professional Plan

• 15 social channels
• 5 team members
• Unlimited scheduled posts
• Advanced analytics
• Approval workflows

Business Plan

• Unlimited social channels
• Unlimited team members
• Unlimited scheduled posts
• Advanced analytics
• Approval workflows
• Priority support

Exact plans and features may vary. Check current pricing on our website.

Choosing a Plan

Consider these factors:

• Number of social accounts you need
• Team size
• Posting volume
• Required features
• Budget

Managing Your Subscription

Upgrading Your Plan

To upgrade:

1. Go to Billing settings
2. Click Change Plan or Upgrade
3. Select your new plan
4. Confirm the change
5. You'll be charged a prorated amount

Upgrades take effect immediately.

Downgrading Your Plan

To downgrade:

1. Go to Billing settings
2. Click Change Plan
3. Select a lower plan
4. Review what features you'll lose
5. Confirm the change

Downgrades take effect at the next billing cycle.

Canceling Your Subscription

To cancel:

1. Go to Billing settings
2. Click Cancel Subscription
3. Tell us why you're leaving (optional)
4. Confirm cancellation

After cancellation:

• Access continues until the end of your billing period
• Data is retained for a period in case you return
• You can resubscribe anytime

Payment Methods

Adding a Payment Method

1. Go to Billing > Payment Methods
2. Click Add Payment Method
3. Enter card details or connect PayPal
4. Click Save

Supported methods:

• Credit cards (Visa, Mastercard, Amex)
• Debit cards
• PayPal (where available)

Updating Payment Information

To update your card:

1. Go to Payment Methods
2. Find the card to update
3. Click Edit
4. Enter new details
5. Save changes

Default Payment Method

Set your preferred payment method:

1. Find the payment method
2. Click Set as Default
3. Future charges will use this method

Removing Payment Methods

To remove a card:

1. Find the payment method
2. Click Remove
3. Confirm removal

Note: You can't remove your only payment method if you have an active subscription.

Billing History

Viewing Invoices

See all past charges:

• Date
• Amount
• Status (paid, pending, failed)
• Invoice number

Downloading Invoices

To download an invoice:

1. Find the invoice in your history
2. Click Download or the PDF icon
3. Save the invoice for your records

Invoice Details

Each invoice includes:

• Company details
• Billing period
• Items charged
• Tax information
• Payment method used

Billing Cycles

Monthly Billing

• Charged on the same date each month
• Cancel anytime
• Flexibility to change plans

Annual Billing

• Charged once per year
• Discounted compared to monthly
• Best value for committed users

Switching Billing Cycles

To switch from monthly to annual (or vice versa):

1. Go to Billing settings
2. Click Change Plan
3. Select the billing cycle
4. Confirm the change

Tax Information

Adding Tax ID

For business accounts:

1. Go to Billing > Tax Information
2. Enter your VAT/Tax ID
3. Save the information
4. Future invoices will include this

Tax Rates

Taxes are calculated based on:

• Your location
• Local tax requirements
• Your tax exempt status

Failed Payments

What Happens

If a payment fails:

1. You receive an email notification
2. We retry the payment
3. If it continues to fail, your account may be restricted

Resolving Failed Payments

To fix a failed payment:

1. Update your payment method
2. Ensure sufficient funds
3. Contact your bank if needed
4. Click Retry Payment in billing settings

Refund Policy

Refunds are handled case-by-case:

• Contact support for refund requests
• Annual plans may have different policies
• Unused time on canceled subscriptions is generally not refunded

Troubleshooting

Can't Update Payment

If you can't change payment info:

• Verify card details are correct
• Ensure the card isn't expired
• Try a different payment method
• Contact your bank

Missing Invoice

If an invoice is missing:

• Check your email spam folder
• Download from billing history
• Contact support for a copy

Unexpected Charge

If you see an unexpected charge:

• Review your billing history
• Check for plan changes
• Verify any add-ons or upgrades
• Contact support if unclear

Need Help?

For billing questions:

• Check our FAQ at omnisocials.com/faq
• Contact support through Settings > Support
• Email help@omnisocials.com

Next Steps

• Manage your workspace
• Invite team members