Your plan and billing

Open the company and go to Billing: on the web it is in the System group of the side menu, and in the app under More. On the web, under the company name, the side menu also says how its plan is going, for example Free trial · 12 days; selecting it opens Billing. In the app, More shows the same line under the company name.

By default, the owner and the administrators see billing, and only the owner can pay or choose another plan. That permission cannot be given to another role.

• Your plan: which one the company has, whether it is active, when it ends and what happens next: when it renews and for how much, and the option to cancel the renewal and, if you scheduled a change to a cheaper plan, the option to keep yours.
• Payment methods: the company’s cards and accounts, newest first. A star marks the charge method and a shield the backup; above the table, what each one is and what the lock means are explained. When there are many, they are shown in pages.
• Next charge: what the next renewal will charge, line by line, such as the plan and the extra slots, with the total.
• Companies on your plan, in the company that pays the subscription: how many companies your plan includes, how many extra slots you have and how many companies are in use, and the list of the subscription’s companies with their status.
• Plans: the plans the company can move to, with their period and their price in Colombian pesos.
• View payments (See payments in the app), beside the title, opens the Payments page: each payment with its date, its amount and its state, newest first and in pages. For each payment you see the period it paid for, the masked payment method (for example VISA •••• 4242), the amount and, if it was declined, the reason: on the web, by selecting its date; in the app, on its own row. What was charged, line by line, such as the plan and the extra slots, is in that detail on the web and, in the app, opens with the Show what was charged button. On the web, Back to Billing takes you back.
• Previous plans: the plans the company had before.

1. 1

   Select the plan

   Each card says what it would be: Upgrade, Renew or, on a cheaper plan, Switch. The card of the plan you have says Current plan. Once your plan has ended, Switch pays for the cheaper plan from that day; while it is active and renews with your charge method, Switch schedules the change for the end of the period and does not go through this payment: see Move to a cheaper plan.

2. 2

   Check the summary

   You see the plan’s price, the credit for the days you did not use of your current plan, the account credit this payment uses, what you pay today, when it applies and when the next charge is.

3. 3

If the page says that online payment is not available, you cannot pay from it. You can see your plan and the plans, and your plan stays the same. If you need another plan, ask the Yenuba team for help.

Several companies can share a single subscription. One of them pays for it: it holds the plan, the payment methods and the payments. The others are linked to it: they have the same plan and pay nothing separately. Each company keeps its own data and its own team.

Your plan includes a number of companies, counting the one that pays; Companies on your plan shows it under Included. The Free trial and the Lifetime plan include only the company that holds them, and have no extra slots for sale. On Basic or Advanced, if you need more companies than are included, you buy extra slots.

To create a company inside your subscription, create another company and choose to create it in the subscription of the company that pays; when that is the only place it can go, the form says so and creates it there. It is created with that subscription’s plan, it does not spend your slot for creating companies and nothing is charged separately. Only the owner of the company that pays can do it, and the subscription must be up to date. If it already holds every company it includes, the web offers you to buy an extra slot or upgrade the plan.

In the app, Billing shows the subscription: whether the company pays or is linked, how many companies it includes and how many are in use, the companies with their status, the extra slots and what renews, by quantity. The app offers no actions on the subscription.

An extra slot makes room for one more company in your subscription. In Companies on your plan, Buy an extra slot opens the same payment as a plan: you see the price of a whole period and what you pay today, which is only the part for the days left in your current period. From the next renewal on, each extra slot is charged together with your plan, in the same charge.

If your plan has no extra slots for sale, the page says so and the button does not appear.

Remove a slot removes it at the end of the period you paid for: until that day it is still available, and no money is returned. Until that day you can undo it with Keep the slots. You cannot keep fewer slots than the companies in use: deactivate a company or take it out of the subscription first.

If you move to a better plan that includes more companies, that plan absorbs the extra slots it already includes: they are no longer charged, and the part of them you did not use is deducted from the payment.

In Companies on your plan, each linked company has its actions as symbols; above the list, what each one means is explained. The owner of the company that pays does this.

• Link a company: you choose another company you own, one that does not pay for other companies, to be paid by this subscription. If it holds no paid period, it is linked right away. If it does, it is linked when that period ends and its renewal is cancelled, so it loses no paid day. It needs a free slot.
• Take out: the company becomes independent and has no plan; it is read-only until it pays for its own. The slot it used becomes free.
• Deactivate: the company is deactivated when the period ends. From that day it no longer counts toward your plan and nobody can open it, but its data is kept. Until that date you can undo it.
• Reactivate: a deactivated company counts toward your plan again and can be opened again. It needs a free slot; if there is none, the row says so.

Billing says which company pays your subscription. Your plan is that company’s: it ends, renews and becomes read-only with it. You do not see its payment methods or its plans, and there is no payment or plan change from your company: only the owner of the company that pays makes them.

Your company has no Next charge of its own: the subscription’s renewal is charged to the company that pays it, and those payments do not appear in your Payments.

At the end of each period the next one is charged to your charge method, and the new period starts where the last one ended. It is a single charge with the subscription’s plan and extra slots. An email arrives with each charge.

If the company has account credit, the renewal uses it first, and the charge method is charged only what is left. If the credit covers the whole period, no method is charged.

If the charge method declines the renewal and you have a backup, the backup is charged at once. With no backup, or if it is declined too, the company keeps working for 7 days while the charge is tried again, and we tell you by email. During that time you can change the charge method.

In Payment methods you see the company’s credit or debit cards and its Nequi, Daviplata or Bancolombia accounts. Add one with Add payment method. One is the charge method, the one the renewal charges; another can be the backup, charged only when the charge method declines it. No other method is ever charged by itself.

• On the web, each action in the Actions column is a symbol. When you point at it, it says what it does, and a screen reader reads the same name; a phone has no pointer, so these are the symbols:
• Use as the charge method (the star): the renewal is charged to that method from now on.
• Use as the backup and Remove as the backup (the shield and the crossed-out shield): you choose or clear the backup.
• Remove (the bin): the method stops being available and is never charged again. The charge method of a plan that renews cannot be removed: you see a lock in its place, and you first choose another charge method.

On the web, if your plan is active and renews automatically with your charge method, the card of a cheaper plan says Switch. When you select it you confirm the change, and nothing is charged today: you keep your plan until the end of the period you paid for, that day the cheaper plan starts and its price is charged to your charge method, less your account credit; if the credit covers it, nothing is charged. No money is returned for the days left. If you cancelled the renewal, the card asks you to resume it first.

If your subscription has linked companies and the cheaper plan includes fewer, you choose what happens to each one that day: you keep it, with an extra slot charged with the renewal, or you deactivate it. By default every one is kept, and before confirming you see how many extra slots your subscription will have that day and what they cost. If the cheaper plan sells no extra slots, the dialog says so along with how many companies it includes, which still count, and you can still confirm. If your subscription also has no extra slots, none is added that day: the companies you keep stay active and our team will review your subscription to settle it.

Your plan says on which day it changes, to which plan and, when it is known, how much is charged. Until that day you can select Keep followed by your plan’s name (for example Keep Advanced), under Your plan, to undo it. You can schedule only one change at a time. If you pay for a better plan or cancel the renewal, the scheduled change is cancelled.

In Your plan you select Cancel renewal and confirm it. The plan stays active until the end of the period you paid for, and nothing more is charged after it. Until that date you can select Resume renewal to undo it. If you had scheduled a change to a cheaper plan, cancelling the renewal cancels it too.

If you cancel during the 7 days in which the charge is tried again, the period you paid for has already ended: no further charge is attempted, and the company becomes read-only when those 7 days end. The renewal cannot be resumed then; to carry on, you pay for a plan again.

When the plan ends, the side menu says Plan expired and the company becomes read-only: you can see what your role allows, but you cannot record or change anything. Billing stays open, and paying is what ends read-only.

If you renew the same plan, the new period starts on the day you pay: the days it was expired are not charged. Once your plan has ended, Switch pays for a cheaper plan from that day.

If the company becomes inactive, its data and its team are not available, but it stays in the company list of every member. The owner reactivates it by paying for a plan in Billing: the company is prepared again and opens when that ends. A linked company comes back when the company that pays the subscription pays; if the owner deactivated it, it comes back with Reactivate in the Billing of the company that pays.