Subscription and billing

Settings > Subscription (profile picture top right > Settings > Subscription tab) is the Admin-only home for everything billing. It shows a view-only plan summary (current plan, users included, next payment date and amount); Billing holds the credit card (Edit to change it); Invoice Details controls the company name, company number/Tax ID, phone, address, city, state, postal code and country shown on invoices; Billing Contact sets the email that receives subscription invoices AND other platform invoices such as insurance commissions from the marketplace and the accommodation marketplace; Invoice history lists payment date, status, amount and a download option. Cancellation is requested from the same page and the subscription stays active until the end of the current paid billing cycle. The article also explains how paid and free users work for school accounts: only paid users count toward the bill, free users are unlimited and never change the price, every school plan includes 2 paid seats with the 3rd paid user onward adding a prorated charge, switching a paid user to free returns a prorated credit, and accounts must always keep at least 1 paid user. Agencies on a free trial see the days left and what they'll pay and when, and can end the trial early to subscribe; customers who pay by invoice are never asked for a card; you can have more than one billing contact; the agency base plan starts with 1 user.

Subscription and billing

Manage your Edvisor subscription from Settings > Subscription — see your plan, update your credit card, edit your invoice details, change who receives your invoices, view your invoice history, or cancel your subscription.

Permissions

Admins only. If you cannot see the Subscription tab, ask an Admin on your account.

How to access

1. Click your profile picture in the top right corner.

2. Select Settings.

3. Go to the Subscription tab.

Your plan

The Subscription section shows a summary of your current plan:

• Your current plan

• The number of users included in your subscription

• The date of your next payment

• The amount of your next payment

This section is for viewing only.

Your free trial

If your agency is on a free trial, Settings > Subscription shows:

• How many days are left in your trial

• What you'll pay, and when

End your trial early: to subscribe straight away, end your trial from the same page.

If you pay by invoice: you are never asked for a card. The page tells you that nothing is charged today and when your first invoice will be emailed.

Agency plans and users

The agency base plan starts with 1 user. If your agency needs 2 or more users, you pay the same total as before. An agency with 2 users can move down to 1 user in the app.

For current prices, see our pricing page.

Invoice Details: update your company information

The Invoice Details section controls what company information appears on your invoices.

1. Go to Settings > Subscription.

2. In the Invoice Details section, click Edit.

3. Update any of the following fields:

• Company name

• Company number or Tax ID

• Phone number

• Address

• City

• State

• Postal code

• Country

1. Click Save to apply your changes.

Billing contacts: choose who receives your invoices

Your billing contacts receive your invoices and billing emails. This includes invoices for your subscription as well as other platform invoices, for example insurance commissions from the marketplace and the accommodation marketplace.

When a new account is created, its first user becomes the billing contact automatically, so billing emails always reach someone.

You can add more than one billing contact. All of them get billing emails.

1. Go to Settings > Subscription.

2. In the Billing Contact section, click Edit.

3. Add or change the email addresses and save.

Invoice history

The last section of the Subscription page keeps a full history of the invoices issued to your company. For each invoice you can see:

• The payment date

• The status

• The amount

• A download option

Cancel your subscription

You can request to cancel your subscription from the same page.

1. Go to Settings > Subscription.

2. Select the cancellation option.

3. Tell us why you are canceling.

4. Click Continue to confirm.

Your subscription stays active until the end of your current paid billing cycle. After that, it will be canceled.

If you are not sure about cancelling, contact support first — they can explain what happens to your account and your data.

Tips and common issues

• Only Admins can see and edit Subscription settings — if you don't see this tab, ask an Admin on your account.

• Keep your Invoice Details up to date so your invoices always have the right company information.

• Make sure at least one billing contact is an inbox someone checks. You can add more than one.

• Keep the card on file current so your subscription is not interrupted by a failed payment.

Updating the credit card on file

Manage the credit card linked to the Edvisor subscription.

Admins only. The card on file lives in the Billing section of the Subscription tab. The Billing section holds the credit card used to pay for your subscription, showing the masked card number and its expiry date.

1. Go to Settings > Subscription.

2. In the Billing section, click Edit next to your card.

3. Enter your new card details and save.

Update your card before it expires, or after you switch cards, to avoid failed payments.

When to update

• Card is about to expire.

• Card was lost or replaced.

• Switching to a different account or business card.

How paid and free users work

Edvisor now has two types of user: Paid and Free. Only paid users count toward your bill. Free users are unlimited and never change your price — so you can put your whole admin team on Edvisor and pay only for the people who actually sell.

Who this is for

This applies to school accounts only. Agencies keep their current team and billing flow, unchanged.

The two user types

• Free user — no cost, and never counts toward your bill. A good fit for admin and admissions staff who work with enrolments, insurance, and program price look-ups.

• Paid user — full access to the CRM, proposals, sales, and reports. Counts toward your bill.

A teammate is always one or the other, and you can switch them later.

How billing works

• Every school plan includes 2 paid seats at no extra cost.

• The 3rd paid user onward adds a small prorated charge (only for the remaining part of the billing period).

• Free users never affect your bill — adding or removing them changes nothing.

• Switching a Paid user to Free (or removing a paid user) gives money back as a prorated credit.

• Your account must always keep at least 1 paid user — you can't make the whole team free.

How to choose Paid or Free

When you add or manage a teammate, you pick Paid or Free. This choice sets both what the person can do and whether your bill changes.

1. Go to Settings → Team.

2. Invite a new team member, or open an existing one.

3. Choose the user type: Paid or Free.

You can switch a teammate between Paid and Free at any time.

What each user type can do

Good to know

• Insurance, Bookings, and the Enrolments Inbox stay open to all users.

• You can switch between Paid and Free at any time; moving a user to Free returns a prorated credit.

• Your account must always keep at least 1 paid user.