Billing & Payment FAQ

Payment Methods

What payment methods do you accept?

We accept:

• Credit cards: Visa, Mastercard, American Express, Discover
• Debit cards: Most major debit cards
• Bank transfer: Available for annual Enterprise plans
• Invoice/PO: Available for annual Business and Enterprise plans

Do you accept PayPal?

Currently, we don't accept PayPal directly. Please use a credit or debit card.

Can I pay by invoice?

Yes, for qualifying accounts:

• Annual Business or Enterprise plans
• Net 30 payment terms
• Contact sales@stageholder.com to set up invoice billing

Is my payment information secure?

Absolutely. We use industry-standard security:

• Stripe for payment processing
• PCI-DSS compliant
• We never store your full credit card number
• All transactions are encrypted

Billing Cycles

When am I billed?

• Monthly plans: Billed on the same date each month (e.g., if you start on the 15th, you're billed on the 15th each month)
• Annual plans: Billed once per year on your subscription start date

What happens if my payment fails?

1. We'll retry the payment after 24 hours
2. You'll receive an email notification
3. We'll retry a couple more times over several days
4. Your account remains active during retry period
5. If payment fails after multiple retries, your account is paused (not deleted)

How do I update my payment method?

1. Log in to Stageholder
2. Go to Settings → Billing
3. Click Update Payment Method
4. Enter your new card details
5. Click Save

Can I change my billing date?

Your billing date is set when you first subscribe. Contact support if you need to change it — we'll do our best to accommodate.

Invoices & Receipts

How do I get my invoices?

Invoices are automatically sent to your billing email. You can also:

1. Go to Settings → Billing
2. Click Billing History
3. Download any invoice as PDF

Can I add my company name to invoices?

Yes! Update your billing information:

1. Go to Settings → Billing
2. Click Billing Information
3. Add your company name, address, and tax ID
4. All future invoices will include this information

Can I add a VAT/Tax ID?

Yes. Add it in your billing information settings. We'll include it on all invoices.

How do I get receipts for expense reporting?

Download invoices from your billing history — they serve as receipts and include all details needed for expense reporting.

Plan Changes

How do I upgrade my plan?

1. Go to Settings → Billing
2. Click Change Plan
3. Select your new plan
4. Confirm the change

Upgrades are prorated — you only pay the difference for the remaining billing period.

How do I downgrade my plan?

1. Go to Settings → Billing
2. Click Change Plan
3. Select your new plan
4. Confirm the change

Downgrades take effect at the end of your current billing period. You keep your current features until then.

What happens to my data if I downgrade?

Your data is preserved, but some features may become unavailable:

• You can still view data created with higher-tier features
• You won't be able to create new items using those features
• If you exceed new plan limits, you'll need to reduce before downgrading

Can I switch between monthly and annual billing?

Yes!

• Monthly to Annual: Switch anytime; we'll credit unused days toward your annual payment
• Annual to Monthly: Takes effect when your annual term ends

How do I add more users or assets?

If you need more than your plan allows, upgrade to the next plan tier. For Enterprise customers, contact your account manager for custom adjustments.

Refunds & Cancellation

What is your refund policy?

• Monthly plans: No refunds, but you can cancel anytime
• Annual plans: Pro-rated refund within 30 days of payment; no refunds after 30 days

How do I cancel my subscription?

1. Go to Settings → Billing
2. Click Cancel Subscription
3. Tell us why (optional, helps us improve)
4. Confirm cancellation

You'll keep access until the end of your billing period.

What happens when I cancel?

• You keep access until your billing period ends
• After that, your account becomes read-only
• Your data is preserved for 30 days
• You can export your data anytime
• You can resubscribe anytime to regain full access

Can I pause my subscription instead of canceling?

Contact support — we can sometimes pause subscriptions for:

• Seasonal businesses
• Temporary projects
• Organizations needing a break

Do I get charged if I cancel during the trial?

No. If you cancel during your free trial, you're never charged anything.

Discounts & Special Pricing

Do you offer discounts for non-profits?

Yes! Non-profit organizations receive special pricing. Contact us at sales@stageholder.com with proof of non-profit status.

Do you offer education discounts?

Yes! Educational institutions (K-12, universities, training organizations) qualify for discounted pricing. Contact sales@stageholder.com.

Is there a discount for annual billing?

Yes! Save 20% when you pay annually instead of monthly. That's like getting 2 months free.

Do you offer volume discounts?

For large deployments (Enterprise plan), we offer custom pricing based on your needs. Contact sales@stageholder.com.

Taxes

Do you charge sales tax?

Depending on your location, sales tax or VAT may apply. This is calculated and shown during checkout.

Can I get a tax-exempt invoice?

If your organization is tax-exempt, contact support with your tax-exempt certificate. We'll update your account to exclude taxes from future invoices.

Questions?

• Email: billing@stageholder.com
• Chat: Click the chat button below
• Phone: Available for Business and Enterprise customers

Updated on: 24/12/2025