Only Organization Admins can view and manage billing. Managers and Field Officers do not have access to billing settings.
Accessing the Billing Portal
You can reach the billing portal in two ways:- From the dashboard: Navigate to Settings → Billing in the left-hand sidebar.
- From an invoice email: Click the Manage Billing link included in any invoice or payment receipt email sent to your account admin address.
Upgrading Your Plan
Upgrades take effect immediately and are prorated for the remainder of your current billing period.1
Open the billing portal
Go to Settings → Billing in the Terriqon dashboard.
2
Click Change Plan
Under your current plan summary, click Change Plan.
3
Select your new plan
Choose the Field, Ops, or Command plan that fits your team’s needs. Review the seat limit, AI report allowance, and pricing before continuing.
4
Confirm the upgrade
Review the prorated charge for the remaining days in your billing period and click Confirm Upgrade. Any account credit balance is applied automatically before your card is charged.
5
Upgrade takes effect immediately
Your new seat limit and AI report allowance are available right away. A receipt is emailed to your account admin address.
Downgrading Your Plan
How a downgrade takes effect depends on whether you are on a monthly or annual billing cycle. Monthly plans A downgrade on a monthly plan is scheduled for the end of your current billing month. You keep your current plan’s seat limit and AI report allowance until the billing period closes, and your new, lower plan activates on your next renewal date. Annual plans A downgrade on an annual plan takes effect immediately. The unused prepaid value for the remainder of your annual term is converted to account credit, which is automatically applied to future invoices. If you are within 30 days of your most recent annual purchase or renewal date, you may be eligible for a prorated cash refund instead — see the Cancellation and Refunds page for details.Switching Billing Cycle
You can switch from monthly to annual billing at any time to save 20% on your plan price.1
Go to Settings → Billing
Open the billing portal from your Terriqon dashboard.
2
Click Switch to Annual
Locate the billing cycle section and select Switch to Annual Billing.
3
Review the prorated charge
Terriqon calculates the remaining days in your current monthly period and credits that value. You are charged the annual rate minus any prorated credit and existing account credit.
4
Confirm
Click Confirm. Your annual billing cycle starts immediately and your 20% discount is locked in for the full year.
Switching from annual back to monthly is treated as a downgrade. The unused annual value becomes account credit applied to your monthly invoices going forward.
Seat Management
Your plan’s seat limit is a combined pool shared by active Managers and Field Officers. Your Organization Admin doesn’t consume a seat. See Roles & Seats for the full model. To monitor and manage your team’s seat usage:- Navigate to Settings → Team to see a breakdown of your active, archived, and pending Managers and Field Officers, plus your current active count against your plan’s cap.
- Archived and pending members do not count toward your seat limit. If you’re approaching the cap, archive team members no longer active on the platform to free seats while preserving their profile and history.
- If you need to keep everyone active, either upgrade your plan or purchase add-on seats (see Add-Ons below).
Add-Ons
If your team needs more capacity mid-cycle without jumping to the next plan tier, you can purchase add-ons on top of your existing plan:- Additional seats — extra active seat capacity beyond your plan’s cap. Useful when you briefly need more team members than your tier includes.
- AI report packs — extra AI reports beyond your monthly allowance. Useful during heavy reporting cycles like quarter-end or grant deadlines.
1
Open Settings → Billing
From the Terriqon dashboard, go to Settings → Billing and locate the Add-ons section.
2
Choose the add-on and quantity
Select Additional Seats or AI Report Pack and enter the quantity you need.
3
Confirm
Add-ons appear on your next invoice alongside your regular plan charge. They renew each billing period unless you remove them before the next invoice date.
Add-ons are the deliberate opt-in path to more capacity — Terriqon does not automatically bill overage. If you hit your seat cap without add-ons in place, new active invites are paused until you archive someone, purchase add-on seats, or upgrade.
Account Credit
Account credit accumulates when you receive a prorated refund from a downgrade, an annual plan adjustment, or a confirmed SLA remedy (Command plan only). Credit works as follows:- Automatic deduction. Your credit balance is applied automatically to your next invoice before any card charge.
- Never expires. Account credit has no expiry date and remains on your account until fully used.
- Not redeemable for cash. Credit can only offset future Terriqon invoices and cannot be transferred or paid out.
- Where to check. Go to Billing → Credit Balance in the billing portal to see your current balance and a history of how credit was earned and applied.
Invoices and Receipts
Terriqon automatically emails a PDF invoice to your account admin address after each successful payment. You can also access all invoices directly in the billing portal:- Go to Settings → Billing → Invoices.
- Click any invoice to preview it or download a PDF copy.
- Invoices include a line-item breakdown of your plan charge, any prorations, account credit applied, and taxes where applicable.