What can I see and do on the Billing tab in General Settings?
The Billing tab shows your plan, your next invoice and past invoices, with buttons to change the plan, update your card or cancel.
Open the Billing tab
- Click General Settings at the bottom of the left menu.
- Open the Billing tab. Its title reads Billing & Subscription. Grey placeholder shapes show while it loads.
If you do not see the Billing tab, your login does not have the Billing & Team permission on the store you have open. See What can team members see and change on the Dashboard and Ads Manager?.
The same page also opens at app.trueroas.com/billing.
What the tab shows
What you see depends on how the store is paid for:
| Situation | What the tab shows | Read more |
|---|---|---|
| No plan yet | Your Avg. Monthly Revenue, the plan cards and Compare Plans | How do I choose a plan and start my subscription? and What is the difference between the Basic, Pro and Premium plans? |
| Paid by card | Your Subscription, Billing History and Need Help? | The sections below |
| Paid through the Shopify app | Shopify Billing | The Shopify section below |
Your Subscription
At the top is Your Subscription, with Next Invoice Total on the right. That is the total of your next invoices.
Under it is one row per subscription:
- On the left, its status (active, trialing or past_due), the name of the plan, or for example 2 items when it has more than one part, and Renews with a date. Once you have cancelled, it reads Cancels with the date it ends.
- On the right, the amount of the next invoice, or the amount per billing period when there is no next invoice.
Click a row to open or close it. The first row is open when the tab loads. An open row lists each part of the subscription:
- Your plan, which is priced by your revenue, shows Tiered pricing with how often you pay, for example Tiered pricing (monthly), and See invoice on the right. How that price is worked out is explained in How is my TrueROAS price worked out?.
- A part you pay for by how much you use shows Usage-based pricing and Metered.
- A part with a fixed price shows the price, how often you pay and the amount.
Under the parts you can see:
- Discount applied: with the name of your discount, when you have one.
- Next Invoice Preview with Subtotal, Tax (only when there is tax), Amount Due and Payment scheduled for with the date.
- Trial ends on with the date, during a free trial.
With more than one subscription, a Total line adds them up, for example Total (2 subscriptions).
The buttons
| Button | What it does | Read more |
|---|---|---|
| Manage Subscription | Opens Stripe's billing page for your subscription. It reads Manage Trial Subscription during a trial, and Manage your subscription plan in other cases, such as when a payment failed. | How do I update my card, get invoices or add my VAT number? |
| Upgrade or Change Plan | Opens the window where you pick another plan or another billing period. | How do I upgrade, downgrade or switch my plan to yearly billing? |
| Downgrade | Opens the same window to move to a lower plan. It is greyed out on Basic and on older plans. | How do I upgrade, downgrade or switch my plan to yearly billing? |
If Stripe's billing page cannot open, a red message shows at the top of the tab.
Billing History
Billing History lists up to 50 of your most recent invoices, each with its date, its status such as paid, the amount paid and a PDF button to download it. Before your first invoice it reads No billing history available. More about invoices is in How do I update my card, get invoices or add my VAT number?.
Need Help?
The Need Help? box reads If you have any questions about billing or your subscription, please don't hesitate to contact our support team. Its Contact Support button opens the support chat. See How do I get help or contact TrueROAS support?.
Under it, Remove Yourself from Organization shows when you look at a store someone else owns, or when your login is linked to a team. To leave a team, use Leave team as described in How do I leave a team I was invited to?.
Paid through Shopify
When the store pays through the TrueROAS Shopify app, the tab shows Shopify Billing and the box Manage Your TrueROAS Subscription. It explains that your subscription is managed through Shopify, and that you see your billing details, change your plan or cancel in your Shopify admin.
- Manage Subscription in Shopify opens the TrueROAS app in your Shopify admin, in a new tab.
- Visit Your Store opens your Shopify admin, in a new tab.
Remove Yourself from Organization can show here too.
At the bottom of the tab
- On a custom store, one connected without Shopify or WooCommerce, the Custom Integration Service box explains the one-time fee for setting up your store. Pay Integration Fee opens Stripe's payment page in a new tab. See How do I connect a store that is not on Shopify or WooCommerce?.
- While your plan is running, Stop Tracking & Cancel Subscription sits at the very bottom. See How do I cancel my TrueROAS subscription?.
Good to know
- Manage Subscription, Upgrade or Change Plan and Downgrade are greyed out unless you are the store owner, the person who pays for the store, or someone with the Billing & Team permission.
- Team members do not need a plan of their own. The plan of the person who pays for the store covers everyone on it.
- General Settings and the page at app.trueroas.com/billing stay open when your plan has ended or a payment failed, so you can always pay or pick a plan. If you leave Stripe's checkout page without paying, you come back to this page.
- Trew usage above what your plan includes is added to your bill. See How does Trew usage work and what does it cost?.
- What happens after you cancel is explained in What happens after I cancel, and how do I restart my subscription?.