TradeStaqDocumentation
Dashboard

Billing & Payments

Manage your subscription payments, view invoices, and update billing information.

Billing Overview

Accessing Billing

Navigate to: Settings → Subscription → Billing

Billing Dashboard

SectionContents
Current PlanYour active subscription
Next InvoiceUpcoming charge date/amount
Payment MethodCard on file
Billing HistoryPast invoices

Payment Methods

Accepted Methods

MethodDetails
Credit CardsVisa, Mastercard, American Express
Debit CardsVisa, Mastercard
PayPalLinked PayPal account

Adding a Payment Method

  1. Go to Billing
  2. Click Add Payment Method
  3. Enter card details or connect PayPal
  4. Click Save

Updating Payment Method

  1. Go to Billing
  2. Click Edit on current method
  3. Enter new details
  4. Click Update

Removing Payment Method

  1. Add a new payment method first
  2. Set new method as default
  3. Delete old method

Note: You must have at least one payment method on file for active subscriptions.

Billing Cycles

Monthly Billing

AspectDetails
Billing dateSame day each month
Charge timingBeginning of cycle
Cycle length~30 days

Example:

Subscribe on January 15
First charge: January 15
Next charge: February 15
Next charge: March 15

Annual Billing

AspectDetails
Billing dateAnniversary of signup
Charge timingOnce per year
Savings~16% vs monthly

Example:

Subscribe on January 15, 2024
First charge: January 15, 2024 (full year)
Next charge: January 15, 2025

Invoices

Viewing Invoices

  1. Go to Billing
  2. Scroll to Billing History
  3. Click invoice to view/download

Invoice Contents

FieldDescription
Invoice numberUnique identifier
DateInvoice date
DescriptionPlan and period
AmountTotal charged
StatusPaid, Pending, Failed
Payment methodHow it was paid

Downloading Invoices

  1. Find invoice in history
  2. Click Download PDF
  3. Save for your records

Invoice for Tax Purposes

Invoices include:

  • Company details
  • Amount paid
  • Tax information (if applicable)
  • Transaction ID

Subscription Changes

Upgrading

What HappensDetails
Immediate accessNew features unlock instantly
Prorated chargePay difference for remaining cycle
Next billFull new plan price

Downgrading

What HappensDetails
TimingEnd of current billing cycle
AccessFull access until period ends
ResourcesMay be soft-paused if over limits

Cancelling

What HappensDetails
TimingEnd of current billing cycle
AccessFull access until period ends
DataPreserved for 30 days
ResubscribeCan reactivate anytime

Failed Payments

Why Payments Fail

ReasonSolution
Insufficient fundsAdd funds to account
Card expiredUpdate card details
Card declinedContact bank or use new card
Fraud preventionVerify with bank

Retry Schedule

AttemptTiming
InitialBilling date
Retry 13 days later
Retry 27 days later
Final10 days later

Grace Period

  • 3 days after failed payment
  • Full access during grace period
  • Warning emails sent
  • Update payment to avoid interruption

After Grace Period

If payment not resolved:

  • Account downgrades to Free tier
  • Resources over Free limits paused
  • Data preserved for 30 days
  • Resubscribe to restore

Refunds

Refund Policy

SituationEligibility
Within 7 days of new subscriptionFull refund
After 7 daysNo refund
Annual plan cancellationNo prorated refund
Service issuesCase-by-case

Requesting a Refund

  1. Email hello@tradestaq.com
  2. Include account email
  3. State reason for refund
  4. Within 7 days of purchase

Refund Processing

MethodTimeline
Credit card5-10 business days
PayPal3-5 business days

Billing Notifications

Email Notifications

EventEmail Sent
Payment successfulReceipt
Payment failedAlert with retry info
Subscription renewedConfirmation
Plan changedConfirmation
CancellationConfirmation

Managing Notifications

  1. Go to Settings → Notifications
  2. Enable/disable billing emails
  3. Save changes

Tax Information

Tax Handling

RegionTax Treatment
Most countriesNo additional tax
EU (if applicable)VAT may apply
OtherBased on local laws

Tax Documents

For business expense reporting:

  • Download invoices (PDF)
  • Annual summary available
  • Contact support for special needs

Currency

Billing Currency

All subscriptions are billed in USD.

Currency Conversion

Your BankHandling
USD accountNo conversion
Other currencyBank converts at their rate

Note: Exchange rates and conversion fees are determined by your bank.

Common Questions

When will I be charged?

On your billing date, shown in the Billing dashboard.

Can I pause my subscription?

Not currently. You can cancel and resubscribe later.

How do I get a receipt?

Receipts are emailed and available in Billing History.

Can I change billing date?

Contact support for billing date changes.

Is my payment information secure?

Yes. We use industry-standard encryption and don't store full card numbers.

Troubleshooting

Payment Not Processing

  1. Check card has sufficient funds
  2. Verify card hasn't expired
  3. Ensure billing address matches
  4. Try a different card
  5. Contact support if issues persist

Invoice Not Received

  1. Check spam/junk folder
  2. Verify email address on account
  3. Download from Billing History
  4. Contact support

Wrong Amount Charged

  1. Review invoice details
  2. Check for proration
  3. Verify plan and billing cycle
  4. Contact support if discrepancy

Next Steps