Subscription and Billing

The Subscription section lets you manage your SalesKey plan, view invoices, update your payment method, and manage user seats.

Navigate to: Settings > Subscription

Admin only: Subscription management requires administrator permissions.

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Viewing Your Current Plan

Go to Settings > Subscription to see:

• Your current plan name and features
• Billing interval (monthly or yearly)
• Current period end date
• Subscription status (Active, Trialing, Canceled)

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Trial Period

New organizations may start with a free trial. During the trial:

• You have access to all (or most) plan features.
• No payment is required until the trial ends.
• The trial end date is shown in the Subscription page.

After the trial ends, a valid payment method is required to continue.

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Payment Methods

Adding a Payment Method

1. Go to Settings > Subscription.
2. Click Add Payment Method.
3. Enter your card details (processed securely via Stripe).
4. Click Save.

Updating a Payment Method

1. Go to Settings > Subscription.
2. Find your current payment method.
3. Click Update or Replace.
4. Enter the new card details.
5. Click Save.

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Billing Intervals

• Monthly — Billed every month.
• Yearly — Billed once a year, typically at a discounted rate.

To switch intervals, contact SalesKey support or use the plan upgrade flow.

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Managing Seats

Seats control how many users can access specific modules:

Seat Type	Enables Access To
Leads	Leads module
Deals	Deals module
Projects	Projects module
Timesheets	Timesheets module

Purchasing Additional Seats

1. Go to Settings > Subscription.
2. Find the Seats section.
3. Click + Add Seats for the relevant seat type.
4. Select the quantity.
5. Confirm the additional cost.
6. Click Purchase.

Assigning Seats to Users

1. Go to Settings > Users.
2. Edit the user.
3. Assign the appropriate seat type(s).
4. Save.

Users without the required seat cannot access the restricted module.

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Invoices

Viewing Invoice History

1. Go to Settings > Subscription.
2. Find the Invoices section.
3. View a list of all past invoices with dates and amounts.

Downloading an Invoice

1. Find the invoice in the list.
2. Click Download PDF to get a printable/saveable invoice.

Upcoming Invoice

You can view the expected next charge in the Subscription page under Upcoming Invoice.

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Applying a Coupon or Promo Code

1. Go to Settings > Subscription.
2. Find the Coupon or Promo Code section.
3. Enter your code and click Apply.
4. If valid, the discount will appear on your next invoice.

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Viewing Usage and Limits

Your plan includes limits on:

• Storage (file attachments)
• Number of records (contacts, deals, etc.)
• API calls (for integrations)
• Number of users

View your current usage against these limits in Settings > Subscription > Usage.

You will receive warnings as you approach limits. Upgrade your plan to increase limits.

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Canceling Your Subscription

1. Go to Settings > Subscription.
2. Click Cancel Subscription.
3. Read the cancellation details — your data remains accessible until the end of the current billing period.
4. Confirm the cancellation.

After cancellation:

• Your account remains active until the current period ends.
• No further charges are made.
• You can reactivate at any time.

Reactivating a Canceled Subscription

1. Log in to SalesKey.
2. Go to Settings > Subscription.
3. Click Reactivate Subscription.
4. Confirm your payment method.
5. Your subscription resumes immediately.

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Grace Period

After a subscription lapses (missed payment or cancellation), there may be a grace period during which you retain access. After the grace period expires, access is restricted until the subscription is renewed.

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Getting Help with Billing

If you have billing questions not covered here, contact SalesKey support with your account email and a description of the issue.