Who can open billing
You need permission to manage billing. The screen is Billing. Prices, what each plan includes, and the free tier are on the pricing page. This guide is only the buttons inside the product. Self-hosted SnapHRM Pro is a different purchase, described on SnapHRM Pro.
Plan and billing details
From Billing you can:
- Update Billing Info or Update billing info — opens Update License. Update saves it. Cancel goes back.
- Change Plan, Upgrade Plan, or Browse plans — opens Billing Plans. Switch Monthly or Yearly, then Choose Plan. Back to Billing returns you.
- Resume Plan — if a subscription was set to stop.
- Cancel subscription — stops renewal. It is not the same as deleting the company.
Invoices
View invoices or View Invoices opens Invoices. Pay settles an open one. Download saves a copy. Recent transactions on the billing home links to All invoices. Back to Billing returns you.
Referrals
Refer & earn shows your link. Copy puts it on the clipboard (the button then reads Copied). View reports opens Referral reports.
Delete the company account
Settings, then Delete Account. The screen is Delete company account.
- Read the warning. Keep my account leaves everything in place.
- Continue to delete moves to the confirmation.
- Confirm delete my account is the step that actually removes the company.
Do this only when you mean it. Cancelling a subscription on Billing does not delete employee records. This screen does.