threadcount-community/docs/manual/account/plan-and-billing.md

title, section, order, summary, screen, role, keywords

title	section	order	summary	screen	role	keywords
Plan and billing	account	4	The hosted plans and prices, the trial, paying by card or invoice, grace and read-only, and every billing email.	Settings › Plan	Admin	plan, billing, price, pricing, trial, subscribe, card, invoice, receipt, tax, GST, ABN, monthly, yearly, cancel, stop, read-only, grace, grandfathered, health service, purchase order

Plans and prices

Prices are in Australian dollars before tax, from PRICES and PLANS in lib/plan.ts.

Plan	Price	Staff records	Backups kept
Hosted Small	Free	60	14 days
Hosted Facility	$129 a month or $1,290 a year	No ceiling	35 days
Health Service	$4,990 a year for 5 facilities, $890 each extra	No ceiling	35 days

On Hosted Small the 60 counts every staff record, deactivated ones included. Past it, adding a person is refused with The register is full for this plan — 60 staff records.

A facility inside a health service takes the health service's plan, and its Plan screen shows a Health service row. That plan is invoiced yearly against the health service's purchase order.

A facility created before plans went live is grandfathered. Its status reads Free · everything included, for good, and there is nothing to buy.

Settings › Plan appears for admins only, and not in the demo. The Community edition has no plans.

The trial

When you create a facility, choose Hosted Small, or a 30-day Hosted Facility trial. Neither takes a card. During the trial the status reads Trial with the days left.

Pay by invoice or card

Request an invoice sends ThreadCount a notice naming your facility and the plan chosen: Hosted Facility · annual or Health Service · annual. ThreadCount raises the invoice to the Billing contact and records the payment. You can ask up to 3 times a day. A renewal is requested the same way.

Subscribe by card appears only when card payments are set up on the server. It opens a four-step page for Hosted Facility:

1. Plan. Monthly $129 or yearly $1,290.
2. Business. Legal name, street, city and country are required, and so is the postcode, except in Ireland, Hong Kong, the United Arab Emirates and Macao. Tax ID is optional. Billing email is your billing contact and cannot be edited here.
3. Agreements. Tick the Terms of Service, Privacy Policy and Service Level Agreement. The time of the ticks is recorded.
4. Card. Press Continue to card, type the card into Stripe's fields on the page, then Pay. The total shown includes tax, which Stripe works out from the country and address. Card numbers never pass through ThreadCount.

Paying during a trial charges that day, and the paid period starts then. The Plan screen shows the plan as paid once Stripe confirms the payment.

The Plan screen

The table shows Status, Staff records, Backups, the end date (Trial ends, Paid until or Writable until), Paid by, Invoiced to and Billing contact. Save contact changes the billing contact.

A facility that pays by card also sees Card on file, Next charge, Cadence and Invoices, each invoice with a PDF link.

• Update card takes a new card on the same page. It is used for every later charge, and any unpaid invoice is charged straight away.
• Stop at period end, then Yes, stop it, stops the renewal at the end of the paid period. Nothing more is charged, and nothing is refunded. Keep my plan undoes it before that date.

Record	Change	Undo
Facility	Billing contact	Save contact again
Facility	Business details and agreement times	Subscribe again
Card plan	Card replaced	Update card
Card plan	Set to stop at period end	Keep my plan

Grace, then read-only

When a trial or a paid period ends unpaid, 14 days of grace follow. The status reads Ended · still writable, with Writable until.

After grace the facility is read-only. Changes are refused with Read-only: this facility's plan has lapsed. Nothing is deleted. A failed card payment changes nothing until 14 days after Paid until.

Still working when read-only:

• signing in, reports, CSV exports, printing and the backup download;
• the billing contact and Request an invoice;
• your own name and password, and deleting your account.

Restoring a backup is refused. Writing starts again when a payment is recorded.

Billing emails

These go to the billing contact, or to every active admin if none is set.

Email	Sent
Trial started	When the facility is created on a trial
Five trial notes	On days 1, 3, 7, 21 and 28 of the trial
Days left on your trial	Once in the last 7 days, then the day before
Trial ended	The day the trial ends
Now read-only	The day grace runs out
Receipt	Each card payment above zero
Payment did not go through	A card payment fails, once a day at most
Card updated	A new card is saved
Plan will end, or has ended	A card plan is set to stop, and when it ends

The trial notes, days left, trial ended and now read-only emails are checked once a day and sent once each. Facilities paying by card, grandfathered ones and health-service members do not get them.