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.Select your new plan
Choose the Starter, Growth, or Enterprise plan that fits your team’s needs. Review the seat limit, AI report allowance, and pricing before continuing.
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.
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.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.
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
Terriqon seat limits apply to Field Officers only. Organization Admins and Managers do not consume seats and can be added to your account without limit. To monitor and manage your seat usage:- Navigate to Settings → Team to see a breakdown of your active, suspended, pending, and deleted Field Officers.
- Suspended, deleted, and pending Field Officers do not count toward your seat limit. If you are approaching your limit, suspend inactive officers to free up seats without permanently removing them.
- If your active Field Officer count exceeds your plan’s seat limit, overage seats are billed at the published overage rate on your next invoice.
Account Credit
Account credit accumulates when you receive a prorated refund from a downgrade, an annual plan adjustment, or a confirmed SLA remedy (Enterprise 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.