Instructions:

From the “Billing” screen, you can manage your subscription to meet your business needs.

1. Update Employee Count:
   • Use the “Employee Count” slider or the “Exact Number” dropdown to change the number of employees.
   • Click the “Update Employee Count” button.
   • You will be prompted to confirm any changes, displaying the updated plan details, including payment amounts and dates.
   • Refer to the clarifying text below the button for additional information.
2. Update Payment Method:
   • Click the “Update Payment” button to be directed to a Stripe screen where you can enter new card information.
   • The new card will become your default payment method.
3. Cancel Subscription:
   • Click the “Cancel Subscription” button to be directed to a Stripe screen where your terms of service will be clarified.
   • Note: Canceling your subscription stops the auto-renewal process. For refunds, contact our customer service team.
4. Renew Subscription:
   • If you cancel and wish to renew before your original subscription expires, revisit the Billing page and click the “Renew Subscription” button.
   • Follow the prompts to renew without being charged immediately, as long as your subscription is still within its original agreement dates.
   • If renewing after the initial subscription has expired, sign up for a new subscription from the Billing page with your existing account.
5. Change Subscription Type:
   • Navigate to the Billing page.
   • Click the “Change Subscription” button.
   • Select the desired plan. Either upgrade to TRS Express Premium to add payroll integration or downgrade to TRS Express if payroll is no longer required.
   • Upgrading Plans: If upgrading, you will proceed to checkout and be charged immediately for the updated plan.
   • Downgrading Plans: If downgrading, the changes will take effect at the time of your next renewal date.