# How do payments and billing work?

This article explains how to view and manage your subscription plans and billing settings in Coassemble. You'll learn how to check your current plan, compare available plans, switch between billing cycles, and find key billing actions like upgrading, downgrading, cancelling, updating your payment method, and accessing invoices.

## Viewing your current plan and available upgrades

1. Go to **Settings** in the left sidebar to open the My account window.
2. Select the **Plans and Billing** tab.
3. At the top of this screen, you can see your current plan (for example Flow, Pulse, Hub, Embed Core, Embed Automate, Embed Partner).
4. Other available plans are also listed, with options to upgrade if you're eligible.
5. For a more detailed breakdown of pricing and inclusions, click **Compare plans** (where available), or visit the public pricing page.

## Switching between billing cycles

On the Plans and Billing screen, use the billing toggle (where available) to compare different billing cycles:

- **Billed monthly:** pay month to month.
- **Billed yearly:** pay annually, usually at a discounted rate.

Switching the toggle updates the displayed pricing so you can compare costs before you change your plan.

Note: your actual billing options may vary depending on your current plan and region.

## Common billing tasks

### Download a tax invoice or receipt

1. Go to **Settings** in the left sidebar to open the My account window.
2. Select **Plans and Billing**.
3. Click **Manage your plan**.
4. This opens the customer portal, where you can view your billing history and download invoices and receipts.

### Update your credit card details

1. Go to **Settings** in the left sidebar.
2. Select **Plans and Billing**.
3. Click **Manage your plan**.
4. Choose **Update Subscription** to enter your new payment details.

Your updated payment method will be used for future billing cycles. If you run into any issues, reach out to our support team.

### Cancel your subscription

Monthly subscriptions are pay-as-you-go, so you can cancel at any time.

- Cancel from the billing section under **Settings > Plans and Billing** and follow the prompts, which may open the customer portal.
- After cancellation, access continues until the end of the current billing cycle.
- No further payments will be taken, and the account will revert to Flow at the end of the cycle.

## Payments and billing FAQ

### I need to download a tax invoice or receipt. How do I get this?

Log into your Coassemble account and click **Settings** from the sidebar menu to open the settings modal. From here, go to the **Plans and Billing** tab, click **Manage your plan**, and the customer portal opens where you can view your billing history and download invoices.

### Can I upgrade from a monthly to an annual plan?

Yes, at any stage you can upgrade and take advantage of our discount for yearly plans. Either select **Upgrade** on the plan card, or go to **Settings > Plans and Billing** and use the billing toggle to switch from monthly to yearly where available.

### Can we cancel our monthly subscription at any time?

Yes. Our monthly subscription is pay-as-you-go, so you can cancel anytime. After cancellation, you'll keep access until the end of the current billing cycle. No further payments will be taken, and your account will revert back to Flow. Many customers start with a monthly plan and switch to a yearly subscription once they're happy with the platform to save even more.

### I'd like to speak to someone in sales.

If you have Embed plan needs, you can reach out to our team and someone will be in touch. Otherwise, Pulse and Hub are self-service and you can upgrade any time from in-app.

### If I downgrade my plan, will I lose access to my courses?

If you downgrade to a lower plan, all your courses will still be available in your workspace. However, downgrading may affect your audience's access. For example, if you've shared courses using a feature only available on a higher plan (such as Collections) and you downgrade, that content may no longer be accessible to your audience.

### What happens if I've just paid my recurring monthly subscription and upgrade to yearly?

Any unused time from your current monthly subscription is automatically applied as a credit toward your yearly plan. For example, if you just paid for the month and upgrade shortly after, the remaining days from your monthly plan are deducted from the total cost of your yearly subscription, and you'll only be charged the difference. You can review the breakdown anytime under **Settings > Plans and Billing > Manage your plan**.

### How is my subscription adjusted when upgrading to a new plan?

When you upgrade, any unused time from your current subscription is automatically applied as a credit toward your new plan. You can review your invoices anytime under **Settings > Plans and Billing**.

### Can I get an invoice before making a payment?

Coassemble is a fully self-service platform, so we currently only accept credit card payments due to the high volume of transactions. For Embed plan enquiries, reach out to us directly and we'd be happy to discuss options where possible.

### Can I pay for my Coassemble plan via bank transfer?

Currently, Coassemble only accepts credit card payments for all self-service plans. For Embed plan enquiries, reach out to us directly and we'd be happy to discuss options where possible.

### Do you offer multi-year plans?

At this time, we only offer month-to-month or a 12-month yearly subscription, which you can manage directly within the application. Your yearly plan will automatically renew at the same price when your subscription period ends.

### Do you offer a discount for not-for-profits?

We do offer a discount for not-for-profits, in the form of a coupon code. The code needs to be entered when you upgrade the account and can't be applied after the fact. Please reach out to our team before upgrading to receive an NFP coupon.

### How can I request a refund?

Coassemble doesn't provide refunds on account upgrades. You can cancel your subscription at any time from the billing section under Settings. On cancellation, you keep access until the end of the billing cycle, then no further payments are taken and your account reverts back to Flow.

### Why is there a "GST (Australia)" line on my invoice?

You may notice a "GST (Australia)" line on your invoice showing $0, meaning no tax has been charged. Because Coassemble is based in Australia, our invoices include a GST line by default. For customers outside Australia, this calculates to $0 in whatever currency you're billed in, correctly reflecting that no Australian tax is owed, so your total is unaffected. If your billing address is in Australia, GST is applied at 10% as expected. This line is new on non-Australian invoices; previously it was hidden entirely. The amounts charged haven't changed, only how the line is displayed.

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