Account Management
Beginner

Subscription Management Guide

Learn how to manage your TradieLink subscription, upgrade your plan, and handle billing through our secure Stripe integration.

12 minutes read
TradieLink Support Team
12/19/2024

Subscription Management

Overview

Learn how to manage your TradieLink subscription, upgrade your plan, and handle billing through our secure Stripe integration.

Accessing Subscription Settings

To view and manage your subscription:

  1. Sign in to your TradieLink dashboard
  2. Navigate to Account > Subscriptions
  3. Or access via the main navigation menu

Subscription Management Screen

Understanding Your Current Plan

Plan Details Display

Your subscription page shows:

  • Current Plan: Your active subscription tier (e.g., Ripper Basic)
  • Price: Monthly or annual billing amount
  • Business Pages: Number of pages included in your plan
  • Billing Cycle: When your next payment is due
  • Plan Features: What's included in your current tier

Available Plans

Ripper Basic:

  • Perfect for single trade businesses
  • 1 business page included
  • Basic analytics and enquiry tracking
  • Standard customer support

Bonza Pro:

  • Ideal for growing businesses
  • Multiple business pages
  • Advanced analytics
  • Priority customer support
  • Additional customization options

Cracker Enterprise:

  • For established trade businesses
  • Unlimited business pages
  • Advanced features and integrations
  • Dedicated account management
  • Custom solutions available

Upgrading Your Plan

How to Upgrade

Plan Comparison Screen

  1. In the Choose Your Plan section, review available options
  2. Compare features and pricing for each tier
  3. Click "Upgrade" on your desired plan
  4. You'll be redirected to secure Stripe checkout
  5. Complete the payment process
  6. Your new plan activates immediately

Upgrade Benefits

When you upgrade:

  • Immediate Access: New features available right away
  • Prorated Billing: You only pay the difference for the current period
  • Data Retention: All your existing data remains intact
  • No Downtime: Your business pages stay online during the upgrade

Billing Management

Stripe Integration

TradieLink uses Stripe for secure payment processing. All billing is handled through their encrypted platform.

Billing Management Screen

Accessing Billing Portal

  1. In your subscription settings, click "Manage Billing"
  2. You'll be redirected to the secure Stripe Customer Portal
  3. Use this portal to:
    • Update Payment Methods: Add or change credit cards
    • View Invoice History: Download past invoices
    • Update Billing Information: Change billing address and details
    • Download Receipts: For accounting and tax purposes

Payment Methods

Supported Payment Types:

  • Credit Cards (Visa, Mastercard, American Express)
  • Debit Cards
  • Digital Wallets (Apple Pay, Google Pay)
  • Bank Transfers (in some regions)

Billing Information Management

In the Stripe portal, you can update:

  • Cardholder Name
  • Billing Address
  • Email for Receipts
  • Tax Information (if applicable)
  • Company Details

Invoice and Receipt Management

Accessing Invoices

  1. Click "Manage Billing" to open Stripe portal
  2. Navigate to "Billing History"
  3. View, download, or print invoices
  4. Invoices are available in PDF format

Invoice Details Include:

  • Service Period: Billing cycle covered
  • Plan Details: Subscription tier and features
  • Amount Charged: Total cost including taxes
  • Payment Method: Last 4 digits of payment method used
  • Transaction ID: For payment verification

Payment Issues and Resolution

Failed Payments

If a payment fails:

  1. You'll receive an email notification
  2. Your account remains active for a grace period
  3. Update your payment method in the Stripe portal
  4. Contact support if issues persist

Common Payment Issues

Declined Cards:

  • Check with your bank for transaction blocks
  • Ensure sufficient funds or credit limit
  • Verify card expiration date
  • Try a different payment method

Billing Address Mismatch:

  • Ensure address matches your bank records
  • Update billing information in Stripe portal
  • Contact your bank if address verification fails

Downgrading Your Plan

How to Downgrade

Currently, plan downgrades are handled through customer support:

  1. Email support@trde.link
  2. Specify your desired plan change
  3. Our team will process the change at your next billing cycle
  4. Receive confirmation once complete

Downgrade Considerations

Before downgrading:

  • Business Pages: Ensure you're within the new limit
  • Features: Check which features you'll lose access to
  • Data: Some advanced analytics may become unavailable
  • Timing: Changes typically occur at your next billing cycle

Cancellation and Refunds

Canceling Your Subscription

To cancel your subscription:

  1. Access the Stripe billing portal
  2. Navigate to subscription settings
  3. Select "Cancel Subscription"
  4. Choose your cancellation preference:
    • End of current period: Keep access until billing cycle ends
    • Immediate: Cancel access right away

Refund Policy

  • Pro-rated refunds may be available for annual subscriptions
  • Monthly subscriptions typically don't qualify for refunds
  • 14-day trial: Cancel anytime during trial for no charge
  • Special circumstances: Contact support for case-by-case review

Subscription Notifications

Email Alerts

You'll receive notifications for:

  • Payment Confirmations: Successful charges
  • Payment Failures: When charges don't process
  • Plan Changes: Upgrades or downgrades
  • Upcoming Renewals: 3 days before billing
  • Cancellation Confirmations: When subscriptions end

Managing Notifications

To update notification preferences:

  1. Go to Account Settings > Notifications
  2. Toggle billing-related notifications on/off
  3. Update email address for billing notifications

Troubleshooting

Common Billing Issues

Subscription not upgrading:

  • Check payment processing status
  • Verify successful Stripe transaction
  • Contact support if upgrade doesn't reflect

Can't access billing portal:

  • Ensure you're logged into the correct account
  • Try clearing browser cache and cookies
  • Use the exact email associated with your account

Missing invoices:

  • Check spam/junk email folders
  • Verify email address in billing settings
  • Request invoice resend through support

Getting Help

For subscription and billing support:

  • Email: support@trde.link
  • Response Time: Within 24 hours
  • Include: Account email, subscription details, specific issue

For urgent billing issues:

  • Mark email as "URGENT - Billing Issue"
  • Include transaction IDs if available
  • Provide screenshots of error messages

Security and Privacy

Payment Security

  • Stripe Compliance: PCI DSS Level 1 certified
  • Encryption: All payment data encrypted in transit
  • Data Storage: Card details never stored on TradieLink servers
  • Access Control: Only authorized personnel handle billing

Privacy Protection

Your billing information:

  • Is never shared with third parties
  • Is used only for subscription management
  • Follows strict data protection guidelines
  • Can be deleted upon account cancellation

Tags

subscription
billing
plans
upgrade
payment
stripe

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