Who it's for: the workspace owner. Only the owner sees the workspace Finance.
What you'll do: choose a paid plan or change your current one, pay by card or BLIK, download an invoice and, if needed, buy add-ons.
Before you start
- Have your billing details ready: a company with a tax ID (in Poland the name and address are filled in from the REGON register) or a private person.
- Your account e-mail must be confirmed, because the order confirmation and invoices are sent there. If it isn't, the purchase window asks for a code from the e-mail (valid for 15 minutes).
- Prices in the wizard are shown net, with the gross amount next to them.
Steps
1. Choose a plan
- Go to Manage workspaces → (workspace) → Finance → Change plan.
- Choose the billing period, monthly or yearly (2 months free on yearly), and the plan: Start, Company or Pro. Choosing a plan during the trial ends the trial and starts the paid subscription right away.
2. Billing details
Choose an existing payer profile or Create a new one. A profile attached to another workspace is marked as already in use. In Poland, once you enter the tax ID (NIP), the app fills in the name and address from REGON. Check them and correct them if needed.
3. Summary and payment
- Check the plan, the price and the profile. Choose the Billing mode:
- Automatic — card, BLIK, Apple Pay or Google Pay; we charge renewals ourselves on the renewal date,
- Payment by link — 7 days before renewal you get a pro forma invoice with a payment link.
- Have a discount code? Enter it in the Discount code field.
- Scroll to the end and click Change plan. You'll go to the payment page with the amount due.
- Pay. When you come back, Finance shows the new plan, the active subscription, the next payment date and the saved payment method.
4. Download an invoice
- Go to Finance → Invoices. The invoice appears after a moment, first with the “Awaiting KSeF number” status (KSeF is the Polish national e-invoicing system).
- Once the invoice has a KSeF number, click Download. The PDF is the same file you received by e-mail.
5. Buy an add-on (projects, file storage)
Go to Finance → Plan usage → Buy more next to projects or file storage. Choose the quantity, check the amount and click Buy more → Confirm purchase. A purchase takes effect immediately; a reduction applies only from the end of the paid period, with no refund.
You don't buy seats upfront for people above your plan's limit. We bill them for the days they are active on your next invoice.
6. Change plan mid-period
Choose Change plan → new plan → Next → Next. The summary shows what we'll charge now: the difference for the remaining part of the paid period. Add-ons you bought move to the new plan.
What happens next
- You'll get an e-mail confirming the order or the plan change, and an e-mail with the invoice. Buying an add-on also sends a confirmation and an invoice.
- The invoice is registered in KSeF. Its KSeF number and verification code are on the PDF.
Troubleshooting
- Card declined. The plan doesn't change and the workspace stays as it was. Try another card or BLIK.
- I cancelled my subscription, but the workspace still works. Cancellation takes effect at the end of the paid period. Until then the workspace works normally; after that it is suspended.