- 1 Open the menu under your email address at the bottom of the side rail and choose Plan & billing.
- 2 On the Choose your plan card, choose Choose your plan.
- 3 Choose Annual or Monthly, then choose a plan. A panel shows the plan for one period, the GST (18%) and the total.
- 4 Choose Continue.
- 5 Fill in Bill to, GSTIN (optional), Billing address, City, PIN code and State. These go on your tax invoice. A valid GSTIN sets the state for you.
- 6 Choose Continue to payment.
- 7 In the Razorpay window, approve your card, your UPI app or your bank mandate. The page then shows that it is confirming your payment. This takes a few seconds.
You cannot continue if your firm uses more seats than the plan you chose allows. The window says how many seats you use and how many the plan has. Disable members or revoke invitations on the Team page, or choose a larger plan.
What the payment does depends on when you make it. During the free days it sets up automatic renewal. The first charge for the plan falls on the day after your last free day, and your free days stay. After the free days it charges at once, the plan runs from the day you pay, and the plan then renews by itself each year or month. You can turn that off from Plan & billing.
If the Razorpay window closes before the payment goes through, nothing is charged. You can choose Try again. If your card or bank will not set up automatic renewal, choose Pay once, without automatic renewal to pay for one period and renew by hand when it ends.
A tax invoice is issued with every payment and emailed to everyone whose role has the Plan & billing switch. We bill firms in India only, as billing outside India explains.