Billing

Manage your subscription, payment methods, and invoices

Subscription Management

Only the organization owner can manage billing and subscriptions. This ensures secure financial control.

Viewing Current Subscription

  1. Navigate to Organization Settings
  2. Click "Billing & Subscription"
  3. View your current tier, renewal date, and payment method

Upgrading Your Subscription

To upgrade from Free to Paid or from Paid to Premium:

  1. Go to Billing Settings
    Organization Settings → Billing & Subscription
  2. Click "Upgrade"
    Choose your desired tier (Paid or Premium).
  3. Enter Payment Information
    Provide credit card details. Payment is processed securely through Stripe.
  4. Confirm Purchase
    Review the amount and billing cycle, then confirm.
  5. Instant Activation
    Your new tier limits and features are available immediately.
✓ Secure Payment Processing
All payments are processed by Stripe, a PCI-compliant payment processor. TaskManager never stores your full credit card information.

Payment Methods

Accepted Payment Methods

Updating Payment Method

To change or update your payment method:

  1. Go to Billing & Subscription
  2. Click "Update Payment Method"
  3. Enter new card details
  4. Click "Save" to update
Payment Method Updates
Your payment method will be charged automatically on your renewal date. Update your payment method before the renewal date to avoid service interruption.

Billing Cycle and Renewals

TaskManager subscriptions are billed annually:

Proration

If you upgrade mid-cycle:

Invoices and Receipts

Viewing Invoices

  1. Go to Billing & Subscription
  2. Scroll to "Invoice History"
  3. View all past invoices with dates and amounts

Downloading Invoices

Tax Information
Invoices do not include sales tax by default. If you need tax-inclusive invoices, contact support with your tax ID.

Canceling Your Subscription

You can cancel your subscription at any time with no penalties or fees.

  1. Go to Billing Settings
    Organization Settings → Billing & Subscription
  2. Click "Cancel Subscription"
    You'll be asked to confirm your cancellation.
  3. Choose Cancellation Timing
    Cancel immediately or at the end of your billing period.
  4. Confirm Cancellation
    Your subscription will be canceled as requested.
⚠ What Happens After Cancellation
  • You keep access until the end of your billing period
  • After that, you revert to the Free tier
  • Ensure you're within Free tier limits before downgrading
  • No refunds for partial periods

Downgrading Checklist

Before your subscription ends, ensure you're within Free tier limits:

Reactivating a Canceled Subscription

If you canceled and want to reactivate:

  1. Go to Billing & Subscription
  2. Click "Reactivate Subscription"
  3. Choose your tier and confirm payment
  4. Instant reactivation with full access restored

Billing Support

If you have billing issues or questions:

Common Issues

Contacting Support

For billing questions or issues:

Frequently Asked Questions

Can I get a refund if I cancel?

Generally, subscriptions are non-refundable. However, if you have a specific issue or concern, contact support - we may be able to help.

What if my payment fails?

If a renewal payment fails, we'll retry 3 times over 7 days. You'll receive email notifications. If all retries fail, your subscription will be canceled and you'll revert to the Free tier.

Can I switch between Paid and Premium mid-cycle?

Yes. You can upgrade or downgrade at any time. When upgrading, you'll be charged the prorated difference. When downgrading, your new tier starts at the next renewal.

Do you offer discounts for nonprofits or education?

Yes! Contact support with verification of your nonprofit or educational institution status for potential discounts.