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Billing & Subscriptions

This section covers all aspects of managing your Carbon GPT subscription, including plan selection, billing information, usage monitoring, and invoice management.

Introduction

Carbon GPT offers flexible subscription plans to meet the needs of organizations of all sizes. The billing and subscription management features allow administrators to select the right plan, monitor usage, manage payment methods, and access billing history.

Key Management Areas

Subscription Plans

  • Subscription Plans
  • Available subscription tiers
  • Feature comparison across plans
  • Annual vs. monthly billing options
  • Enterprise plan customization

Billing Management

  • Billing Management
  • Payment method configuration
  • Billing contact information
  • Tax settings and compliance
  • Payment processing and security

Usage Monitoring

  • Usage Monitoring
  • Tracking feature usage
  • Monitoring user activity
  • Usage alerts and notifications
  • Optimization recommendations

Invoices & Receipts

  • Invoices & Receipts
  • Accessing billing history
  • Downloading invoices and receipts
  • Understanding billing line items
  • Managing billing disputes

Getting Started

Accessing Billing & Subscriptions

  1. Log in to Carbon GPT with administrator credentials
  2. Navigate to Admin > Billing & Subscriptions in the main navigation
  3. Select the specific management area you want to access

Initial Subscription Setup

For new accounts, we recommend this setup sequence:

  1. Review available subscription plans
  2. Select the appropriate plan for your organization
  3. Enter billing information and payment method
  4. Configure billing contacts and notifications
  5. Set up usage alerts if needed

Managing Your Subscription

Selecting a Plan

  1. Navigate to Subscription Plans
  2. Compare available plans and features
  3. Select the plan that meets your organization's needs
  4. Choose between monthly or annual billing
  5. Complete the subscription process

Available Plans

Carbon GPT offers several subscription tiers:

  • Starter: For small organizations beginning their carbon accounting journey
  • Professional: For medium-sized organizations with more complex needs
  • Enterprise: For large organizations requiring advanced features and customization
  • Custom: Tailored solutions for organizations with specific requirements

Changing Your Plan

To upgrade or downgrade your subscription:

  1. Navigate to Subscription Plans
  2. Click Change Plan
  3. Select your new plan
  4. Review the changes in features and pricing
  5. Confirm the change

Cancelling Your Subscription

If you need to cancel your subscription:

  1. Navigate to Subscription Plans
  2. Click Cancel Subscription
  3. Select a reason for cancellation
  4. Choose whether to cancel immediately or at the end of the billing period
  5. Confirm the cancellation

Managing Billing Information

Payment Methods

To add or update payment methods:

  1. Navigate to Billing Management
  2. Select Payment Methods
  3. Add a new payment method or edit existing ones
  4. Set a default payment method
  5. Save your changes

Billing Contacts

To manage billing contacts:

  1. Navigate to Billing Management
  2. Select Billing Contacts
  3. Add or edit billing contact information
  4. Configure billing notification preferences
  5. Save your changes

Tax Information

To manage tax settings:

  1. Navigate to Billing Management
  2. Select Tax Settings
  3. Enter your tax ID or VAT number
  4. Configure tax exemption status if applicable
  5. Save your changes

Monitoring Usage

Usage Dashboard

The usage dashboard provides insights into your Carbon GPT usage:

  • Active user counts and trends
  • Feature utilization metrics
  • Storage and processing usage
  • Historical usage patterns

Setting Up Alerts

To configure usage alerts:

  1. Navigate to Usage Monitoring
  2. Select Usage Alerts
  3. Configure alert thresholds for various metrics
  4. Set up notification recipients
  5. Choose notification methods (email, in-app, etc.)

Optimization Recommendations

Based on your usage patterns, Carbon GPT provides recommendations for:

  • Plan optimization opportunities
  • Underutilized features
  • Cost-saving strategies
  • User license management

Managing Invoices

Accessing Billing History

To view your billing history:

  1. Navigate to Invoices & Receipts
  2. View a list of all invoices and payments
  3. Filter by date range or status
  4. Search for specific invoices

Understanding Your Invoice

Carbon GPT invoices include:

  • Subscription charges
  • User license fees
  • Add-on feature costs
  • Usage-based charges (if applicable)
  • Applicable taxes
  • Credits and adjustments

Downloading Invoices

To download invoices:

  1. Navigate to Invoices & Receipts
  2. Locate the invoice you want to download
  3. Click the download icon
  4. Select your preferred format (PDF, CSV)
  5. Save the file to your computer

Best Practices

Cost Management

  • Regularly review your subscription to ensure it matches your needs
  • Monitor usage to identify optimization opportunities
  • Consider annual billing for cost savings
  • Manage user licenses efficiently
  • Take advantage of included features before purchasing add-ons

Administration

  • Designate a primary billing administrator
  • Set up multiple billing contacts for continuity
  • Keep payment methods up to date
  • Review invoices promptly
  • Document your billing and subscription policies

Planning

  • Forecast future needs when selecting a plan
  • Consider seasonal variations in usage
  • Plan for organizational growth
  • Align subscription renewals with budget cycles
  • Regularly review new features and plan options