Before You Start
You need billing access. The account owner always sees the billing area. Other team members can only see it if they have a Full seat with Billing & plan ticked in their Administration settings — it is off by default, even for staff who manage other settings. See Inviting Your Team and Managing Access.
Your screen may differ slightly. EasyBiz is rolling out an updated billing experience, so depending on when your account was created, some sections may look a little different from what colleagues see. Accounts on the older billing setup do not have the This billing period tab; the other tabs work the same.
Open Your Billing Area
Click the ⚙️ Settings icon in the top-right corner.
Under Administration, click Billing.
You should now see your billing area with these tabs: This billing period, Subscription, Invoices, Payment details, and AI balance.
The This Billing Period Tab
Billing opens on this tab. It shows the current period:
Current total. What this period costs so far, with the period's dates. It is billed at the end of the period.
Your trial. During the free trial, it shows when your trial ends, with the Subscribe / Activate button.
Unpaid invoice. If an invoice is unpaid, it shows here with a Pay now button.
Usage. If your plan counts usage, your current usage and usage activity are listed here.
The Subscription Tab
This tab shows what your account is subscribed to and lets you change it:
Your products. The EasyBiz products active on your account — for example your POS and any team seats. Depending on your account, you may see a product list with switches to turn products on or off.
Your trial status. While you are on the free trial, this tab shows your trial standing and what your subscription will cost after the trial. You don't need to subscribe by hand: with a payment card saved and at least one paid product, your subscription starts automatically when the trial ends.
Add or remove products. As your business grows, come back here to add products — or switch off ones you no longer need. When you make changes, confirm them and your bill adjusts accordingly. To remove one, click its name under What you pay for, then Remove product. See Changing What You Pay For.
The Payment Details Tab
This tab holds who pays and how:
Payment card. Add or update the card used for your subscription. Card payments are processed securely by Stripe — EasyBiz never stores your full card number.
Billing information. Your billing email, company name, and address — the details that appear on your invoices. Keep these current so your invoices match your company records.
Cancel subscription. The account owner cancels the subscription here. See Cancelling Your Subscription below.
The Invoices Tab
This tab is your payment history:
See past invoices. Each billing period's invoice is listed with its amount and status.
Download invoices and receipts. Use the download option on an invoice to save a copy for your accountant. On newer accounts you may also see the invoice breakdown directly on screen.
Pay an outstanding invoice. If a payment did not go through, the unpaid invoice shows a Pay now option so you can settle it with your card straight away.
The AI Balance Tab
This tab holds your prepaid AI balance. Click Top up to add to it. Amounts are tax inclusive, and the balance is credited as soon as the payment clears.
What Happens When Your Free Trial Ends
Your trial lasts 30 days, needs no credit card to start, and nothing is charged during the trial.
With a payment card saved and at least one paid product (such as a POS shop) on your subscription, you don't need to do anything: your subscription starts automatically when the trial ends, with no Subscribe button to click. Nothing is charged at that moment either. EasyBiz bills monthly in arrears, so your first charge comes at the end of your first month after the trial.
To confirm you are set, open Billing and click Subscribe / Activate. With a card saved, the page shows Card on file ending and the last four digits, and the button reads Starts automatically on your trial end date. If no card is saved, enter it there. Saving a card during the trial does not charge it or end the trial early.
Don't want to continue? A trial without a saved card never turns into a paid subscription. If you saved a card, the account owner can cancel before the trial ends. See Cancelling Your Subscription below.
If the trial ends without a saved card or without a paid product, your workspace is paused — the Console shows Your workspace is paused with a Go to billing button. Your data is not gone; the workspace is simply on hold until there is an active subscription.
To get running again:
Click Go to billing (or open Billing).
On the Subscription tab, click Subscribe / Activate.
Add your payment card if asked, then click Subscribe & activate.
Cancelling Your Subscription
Only the account owner can cancel the subscription. On the Payment details tab, click Cancel subscription and confirm when asked — the confirmation step is deliberate, so you cannot cancel by accident.
During the free trial, cancelling ends the trial straight away: your access stops, the trial does not turn into a paid subscription, and nothing is charged.
On a paid subscription, it stays active until the end of the current billing period. That final period is billed as usual, and no further charges follow.
On accounts on the older billing setup, the button first opens a short cancellation form with a few questions.
If your goal is just to trim costs, consider switching off individual products or unused seats instead of cancelling everything.
FAQs
What happens when my trial ends — do I lose my data?
No. With a payment card saved and at least one paid product, your subscription simply starts when the trial ends. You don't need to click Subscribe, and nothing is charged until the end of your first month. If the card or a paid product is missing, your workspace is paused, not deleted. Add your card and subscribe from the billing area and you continue where you left off.
Why can't my staff see the billing pages?
Billing is hidden unless a user has the Billing & plan area in their Administration settings. Only the account owner sees it by default. If a trusted manager should handle billing, open their page in Users & Access, turn on Administration and tick Billing & plan.
How do I change the card being charged?
Open Billing, go to the Payment details tab, and update your payment card there. Future charges use the new card.
A payment failed. What should I do?
First check that your card details are current on the Payment details tab, then open the Invoices tab and use Pay now on the outstanding invoice.
Where do I get invoices for my accountant?
On the Invoices tab. Each invoice can be downloaded, and your billing information (company name, address, billing email) on the Payment details tab controls what appears on it.
Do I pay for every staff login?
User accounts themselves are free — you pay for the seats you assign, and one owner seat is included. See Inviting Your Team and Managing Access for how seats work.
Where can I see what each product costs?
Current pricing is shown on the EasyBiz pricing page and in the Subscription tab when you add products. Prices are confirmed on screen before you commit to any change.