Billing

Billing is the page that shows your organisation's plan, its agreement with Teralo, its usage and its paid invoices. It also holds a billing email and a billing address.

To open it, in the organisation sidebar, under Organisation Settings, select Billing. The page opens only for your active organisation, so switch to an organisation before you open its billing. Learn more about switching your active organisation.

If you can view billing but not manage it, the page shows View-only access at the top, and the controls that change anything are disabled.

The Subscription Plan section at the top names your plan:

• Guest Plan: free, with storage and SMS included under fair-use limits.
• Enterprise Plan: a subscription under your Order Form, invoiced on the schedule the Order Form sets. Where the Order Form sets dated instalments over a fixed term, the page reads "Paid in N instalments" and adds an Instalment Schedule section.
• Project Licence: a number of projects paid for once, with no recurring fee. The page adds a Project Licences section.
• Complimentary access: hosting that Teralo provides at no charge.

You can't change or end an Enterprise Plan or a Project Licence from this page. The page says so, and asks you to talk to your contact at Teralo. Learn more about plans and entitlements.

A guest organisation becomes a host by entering the code from its signed Order Form. You need permission to manage billing.

1. In Subscription Plan, select Enter your Order Form code.
2. Enter the code, then select Apply.
3. Check what the code covers, and tick the box confirming the Order Form.
4. Select Upgrade to Host.

There is no card to enter. If you don't have a code yet, select Talk to Sales, or request pricing.

On an Enterprise Plan paid in instalments, the Instalment Schedule section lists each instalment with its date, the period it covers, its amount and its status: Upcoming, Being invoiced, Invoiced, Overdue or Paid. To open an instalment's invoice, select the invoice icon on its row.

The plan doesn't renew at the end of its term. After the term ends, the service continues free of charge for a grace period while a replacement Order Form is agreed, and the section shows how many days are left. To continue past the term, contact support.

On a Project Licence, the Project Licences section shows how many projects you have created out of the number you bought, and lists each licence with its Order Form reference, Your project and Service until date.

• To use a spare licence, select Create a project.
• A licence is used when its project is created, and is not returned if the project is deleted.
• Nothing ends automatically on a Service until date. If a project will run past it, or you need more projects, contact support for a further Order Form.

The Your agreement section shows the agreement your organisation is on.

• On an Order Form: the Order Form's reference, when it was signed, and the versions of the Master Terms and Schedule it incorporates. Earlier Order Forms are listed under Earlier Order Forms.
• On the Guest Plan: when the terms were accepted, by whom, and the versions of the Master Terms and Schedule A.

To download the executed Order Form, select Download signed Order Form. The button appears only when Teralo holds the executed copy.

The Current Usage section shows two figures, and neither is billed:

• Storage: the organisation's total, with its number of documents and Drive files. Select View storage breakdown to see each project and the Drive.
• SMS Sent: every text message sent for the organisation this period, of every type. Select View breakdown by type to see each type.

The fair-use limits are per project for storage, with the Drive counting as one more project, and per calendar month for site message broadcasts. Learn more about the storage and SMS limits.

The Usage History section charts the organisation's storage from a daily snapshot, over the current billing period or the last 30 days. To see a day's value, hover over its bar.

The Past Invoices section lists paid invoices, newest first, with their date, amount, invoice number and status. It shows the five most recent. To open an invoice, select the link icon on its row, or View Invoice on a phone.

Teralo emails each invoice to the signer and the billing contact on your Order Form. An invoice is due 30 days after it is issued.

1. In Email Recipient, enter an Email address.
2. Select Save.

Invoices go to the people on your Order Form, and billing notifications go to everyone with permission to manage billing.

1. In Billing Address & Tax ID, fill in the name, address and Tax ID (ABN).
2. Select Save.

The address appears in the header of PDFs Teralo makes from your project records. The name, address and ABN on an invoice come from your Order Form.

When an Enterprise Plan subscription ends, the organisation becomes a guest organisation. Its projects and records stay readable, but it cannot create projects, and the host-only organisation tools leave the sidebar: Reports, Tools, Cashflow and Inductions.

Nothing on the Billing page deletes your organisation or its records. Learn more about closing an organisation.

Two permissions, shown as View and Edit on the Billing row of a permission template:

• Can view organisation billing information: opens the page read-only, including downloading the signed Order Form.
• Can manage organisation billing and subscriptions: also enters a code and changes the billing email and address.

Organisation administrators hold both, and the Accounts template includes both. No plan can remove the Billing page. Learn more about permission templates.