Billing

Billing

In the cloud (SaaS) version, the Billing section allows you to manage your DocSpace subscription, payment details, wallet balance, and paid services. To access it, use the Options icon menu in the lower left corner and select Billing in the context menu, or select Settings and click Billing in the left panel.

Tariff plan Tariff plan

The section is divided into four tabs: Tariff plan, Payment method, Wallet, and Services.

Tariff plan

The Tariff plan tab shows your current plan, usage summary, and options to customize or upgrade your subscription.

The usage bar at the top of the page displays the current number of rooms, admins added, and storage space used.

The Calculate your price section includes a price calculator where you can adjust the number of admins using the +/- buttons or the slider. The total monthly cost updates automatically based on the selected number. Click the Upgrade now button to apply the changes.

Tariff plan Tariff plan
The subscription renews automatically on the next billing date with updated pricing and specifications. You can cancel or update your billing details at any time through your Stripe customer portal.

Payment method

The Payment method tab shows the designated payer and the payment method.

If you are using the Startup plan, you need to link a card in Stripe. Click the Add payment method button and you will be redirected to Stripe where you can enter your card details. If you are on the Business plan, the card is already linked and all billing features are available right away.

Payment method Payment method

Once a card is linked, the Linked status is displayed with a confirmation checkmark. The Payer section displays the name and email address of the person responsible for billing and payments.

Payment method Payment method

To manage your card details, click Go to the Stripe button, and you will be redirected to your Stripe customer portal.

Payment method Payment method
To change the portal tariff plan, charges are applied directly to the linked card, not deducted from the wallet balance. These are currently two independent payment flows.

Wallet

The Wallet allows you to add funds to your wallet balance and use them to activate the services you need.

The Wallet tab displays your current balance with a refresh button to update the displayed amount. To add funds, click the Top up balance button.

Wallet refilled Wallet refilled
Restrictions: the Top up balance button is disabled for non-payers.

If you are using the Startup plan, you need to link a card in Stripe before you can use the wallet. Click Add payment method and you will be redirected to Stripe where you can enter your card details. If you are on the Business plan, the card is already linked and all wallet features are available right away.

Once a card is linked, the Linked status is displayed with a confirmation checkmark. To manage your card details, click Go to the Stripe button and you will be redirected to your Stripe customer portal.

In the Amount selection, choose one of the preset amounts ($10, $20, $30, $50, or $100) or enter a custom value. Balance replenishment is only available in whole numbers. Click the Top up button to confirm. The top-up may take a moment to process.

Wallet refilled Wallet refilled

After the first successful top-up, a Wallet refilled dialog appears, confirming the new balance and offering to set up automatic payments. When enabled, the wallet tops up automatically whenever the balance drops below a defined threshold. Enable the Automatic payments option, enter the minimum balance threshold and the target amount to top up to. Click Save to apply. The same setting is available at any time from the regular Top up balance dialog.

Wallet refilled Wallet refilled
Restrictions: the Automatic payments option is not available until the first top-up has been completed. Once enabled, the auto top-up details appear on the main Wallet page with a quick-access Edit link. This link is not available to non-payers.

The Transaction history section lists all wallet activity. You can filter transactions by type (All transactions, Credit, Debit), date range, and contact (the person who made the purchase). The page displays the last 25 transactions for the selected period. To retrieve the full history, click the Download report button. The report will be saved to My documents.

Wallet refilled Wallet refilled
Switching from the Startup to the Business plan does not require re-linking a card in Stripe, the existing card remains linked. Note that tariff plan changes are charged directly to the linked card, not deducted from the wallet balance. These are currently two independent payment flows.

Services

The Services tab is used to connect and configure paid services available for your DocSpace.

Restrictions: interaction with services is limited for non-payers.
Services Services
Additional disk storage

Click the toggle in the Additional disk storage card to enable the service. In the dialog, select the required storage amount using the preset options (100 GB, 200 GB, 500 GB, 1 TB) or the +/- buttons.

If your wallet balance is insufficient, click the Top up link in the dialog. If no card is linked yet, you can link one directly from the same dialog without leaving the page. Click the Topup & Upgrade button to confirm.

Additional disk storage Additional disk storage

Once the service is active, clicking the Additional disk storage card opens its detail page. The page shows your current DocSpace Wallet balance, the active subscription amount and storage size, and the next auto-renewal date. To modify the subscription, click the Edit subscription button.

The Transaction history section on this page lists all disk storage charges. You can filter by date range and contact. The page shows the last 25 transactions for the selected period; to retrieve the full history, click the Download report button. The report will be saved to My documents.

Additional disk storage Additional disk storage

If you already have an active storage subscription and want to increase it, the immediate charge will be prorated based on the remaining days in the current billing cycle. The full amount will then be charged on your regular billing date each month.

To reduce storage or cancel the subscription, click Edit subscription and set the value to 0 GB or select a lower amount. Downgrades take effect on the next billing date — make sure to reduce actual storage usage before then, otherwise the charge will reflect the space actually in use.

If a plan change or cancellation is scheduled for the next billing date, a Change scheduled notice will appear and the toggle will be locked until the change takes effect.
If the additional storage service was disabled due to non-payment, a prompt will appear on the Payment method, Wallet, and Services pages, directing you to Services where your previous storage configuration is pre-filled in the dialog.
Additional backup

Click the toggle in the Backup card to enable the service. Charges are applied automatically each time a backup is created, as long as the wallet balance is sufficient.

Once the service is active, clicking the Backup card opens its detail page. The page shows your current DocSpace Wallet balance and the Available backups breakdown:

  • Free monthly backups — the number of free backups remaining out of the monthly allowance included with your plan (e.g. 1/2 means 1 of 2 free backups used). Free backups are always used first and renew automatically each month.
  • Paid backups — the number of additional backups available based on the current wallet balance at $10.00 per backup.

The Transaction history section on this page lists all backup-related charges. You can filter by date range and contact.

Additional backup Additional backup

Once enabled, all DocSpace administrators can create backups at any time.

During a grace period, services cannot be updated until the outstanding portal payment has been settled.
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