Choose a plan, change it, update your payment method and see invoices, all from the Billing page.

Overview

The Billing page shows your current plan and its status, your usage against the plan's limits, the billing email, every plan you can move to, and your recent invoices. Choosing a plan opens Stripe's secure checkout; TekStacks never sees your card.

Plans come in two groups, switched at the top of the plan list:

• For your company: plans for a company tracking its own equipment.
• For MSPs: plans with clients, for a company that manages equipment for others.

Each plan card lists what it includes and its limits. For prices, see the pricing page.

Requirements

• Role: Admin (Plan and billing, which only the Admin role has).

Choose a plan

1. In the sidebar, open Administration, then Billing.
2. Pick Monthly or Yearly, and For your company or For MSPs if both are offered.
3. Click the button on the plan you want. During the free trial, the plan you are trying is marked Your trial plan: click Keep plan to stay on it, or Upgrade to or Downgrade to another. A plan in the other group reads Switch to plan. Without a trial or a plan, it reads Choose plan. A plan with no price shows Contact sales in its place, and its Contact sales button opens an email to TekStacks.
4. A window shows the plan, how often you pay and its price. On a plan billed per team member, choose how many Team members you pay for there. It starts at the number you already pay for, or at your active team members if you pay for none, and shows the total as you change it. You cannot choose fewer than your active team members.
5. Click Continue to payment and enter your payment details in Stripe's checkout.

You return to Billing, which shows the new plan within a minute.

Note: Choosing a plan during the free trial does not charge you until the trial would have ended.

Change plans

Clicking a plan's button never changes anything by itself. Every change ends with a confirmation window showing the new plan, how often you pay, your team members on a plan billed per team member, the new price, and what is charged now. Close any window along the way and nothing changes.

• Upgrade to plan, and Switch to yearly, take effect at once. The window shows the exact prorated amount from Stripe and the card it is charged to, for example "Charge $225.16 to Visa ending 4242 now", then the price you pay after that. Click Confirm and pay to charge it. If your bank asks you to confirm the payment, Stripe opens the invoice to pay, and Billing shows the change as waiting for payment until it clears. With no card saved, Stripe asks for one first and nothing changes until you choose the plan again.
• Downgrade to plan, and Switch to monthly, take effect at your next renewal. Nothing is credited, you keep everything on your current plan until then, and the invoice on that date bills the new plan. The Current plan card shows the change waiting, with a Keep button for your current plan that cancels it at no charge. You must fit the smaller plan first: dispose of equipment or deactivate users above its limits.
• Switch to plan moves to a plan in the other group. It takes effect at once when it costs more and keeps every feature you have, and at your next renewal otherwise, as a downgrade does.

Moving to a plan with fewer features

When the new plan lacks features you have, TekStacks warns you first, before anything else. The window reads "You'll lose the following with this downgrade:" with one line for each feature you lose and what you have in it, for example "Vault: All vault items will be unusable by any of your team, no items can be read or added. You have 12 secrets and 4 config copies." Features you keep are not listed. It ends with the date the data of those features is deleted, 30 days after the change takes effect, and links to keep a copy: download your records first from Administration, Data export. Tick I understand and accept to go on.

When the change takes effect at your renewal:

• Features with records (vault items, files and snippets, documentation, network records, services, checklists, software and licenses, changes, label templates and help desk tickets) are hidden from your team at once, and deleted 30 days later. Every Admin is emailed the date, and again 7 days and 1 day before. Billing shows which features and the date. Moving back to a plan with a feature before the date keeps everything in it. The activity log is never deleted, and files in your own storage bucket stay there.
• Microsoft sign in: your Microsoft directory is disconnected and your team signs in with email and password, an authenticator app or a passkey. Everyone who has no password is emailed a link to set one.
• Directory sync: Microsoft stops adding, changing and removing your people. Everyone already here stays and is edited by hand.
• Custom domain: your own address stops working and is removed; links use your TekStacks address again.
• Connect your own storage: new uploads go to TekStacks storage. Files already in your bucket stay readable.
• Storage over the new plan's limit: nothing is deleted, but nothing more can be uploaded until you are under it. The warning shows what you use against what the plan includes, for files and for help desk attachments.

Moving from the MSP plan to a plan without clients also asks what happens to each client, merge it into your company or delete it, after the warning and before the confirmation. Your choices are carried out when the change takes effect, and no client can be added while it waits (see When your plan drops clients).

If your plan changes some other way, for example in Stripe or after a lapse, the same happens from the day of the change, and every Admin is emailed the dates.

Team members you pay for

On a plan billed per team member, every active team member counts, and you choose how many team members you pay for. The Current plan card shows how many you pay for, how many are active, and any change waiting for your renewal, such as "10 team members now, 5 from Nov 4, 2026".

To change them:

1. On Billing, click Change team members on the Current plan card.
2. Enter the number of Team members. It cannot be lower than your active team members. The total and what happens next are shown below it.
3. Click Save team members.

What you pay depends on the change:

• Fewer team members take effect at your next renewal. You keep the team members you paid for until then, and nothing is credited; the next invoice is for the new number. Until the renewal, you can invite only up to the new number.
• More team members, up to what you already paid for (after lowering them, before the renewal) cost nothing now. They only change what the renewal bills.
• More team members than you paid for are added at once, and you pay the prorated difference for the rest of the period with your card on file. If the payment needs you, for example to confirm it with your bank, Stripe opens the invoice to pay, and the team members are added once it is paid. If it is never paid, none are added, and a lower number you chose for the renewal stays.

What you pay for never goes up on its own. Inviting someone, turning someone back on, and adding people through Microsoft need room for one more team member.

Add-ons

An add-on is a feature your plan does not include, added on its own and billed with your plan on the same invoice. The Add-ons section on Billing lists the add-ons your plan offers, each with its price. Add-ons follow your plan's billing: on monthly billing you see monthly prices, on yearly billing yearly ones, and an add-on with no price for your interval is not offered. A feature marked (coming soon) cannot be added yet.

Add-ons need a plan you pay for. During the free trial, or without a plan, the section asks you to choose a plan first.

Add one

1. On Billing, click Add on the add-on you want.
2. A window shows the add-on, how often it is billed, its price, and what is charged now: the prorated amount for the rest of this period and the card it is charged to, for example "Charge $6.50 to Visa ending 4242 now".
3. Click Confirm and pay. The feature turns on at once.

If your bank asks you to confirm the payment, Stripe opens the invoice to pay, and the add-on turns on once it is paid. With no card saved, Stripe asks for one first and nothing changes until you add the add-on again.

Cancel one

1. On Billing, click Cancel on the add-on.
2. Confirm. Stripe stops billing it at once and nothing is credited.

You keep the feature until the end of the period you paid for; the card shows Ends on with the date. Clicking Add again before then turns the billing back on with nothing charged now. When the date passes, the feature is switched off as it would be by a plan without it (see Moving to a plan with fewer features).

Add-ons when you change plans

• The new plan includes the feature: the add-on is removed in the same change, so you never pay for it twice.
• The new plan offers it as an add-on on the billing you choose: it stays, at the new plan's price. The confirmation says so, for example "Vault stays as an add-on at $10 a month."
• The new plan does not offer it: it is listed with the features you lose, and the add-on ends when the change takes effect.

While a plan change waits for your renewal or for a payment, add-ons cannot be added. Click Keep to cancel the change first.

Payment method, invoices and canceling

Click Manage billing: payment method, invoices, cancel. It opens Stripe's billing portal, where you update your card, download invoices or cancel. Recent invoices are also listed under Invoices on the Billing page, each with a View link.

When you cancel, your plan stays until the end of the period you paid for, then the company is paused (see Paused companies).

Billing email

Receipts, trial notices and billing warnings go to the Billing email. It starts as the address of whoever signed up. A shared address such as billing@ keeps working when people change. Enter it and click Save.

Usage

The Usage card shows Equipment and Team members against your plan's limits. Disposed equipment and deactivated users do not count. On a plan billed per team member, Team members shows active team members against the number you pay for.

Troubleshooting

"A payment failed." A red bar at the top of every page tells Admins. Click Update your payment method to keep your plan.

"A plan change is already waiting for your renewal." Click Keep on the Current plan card to cancel it, then choose again.

"Your move to (plan) is waiting for payment." Your bank asked to confirm the charge. Click Pay the invoice. The plan changes once it is paid; if it never is, you stay on your current plan.

"Stripe could not work out the charge just now." The upgrade cannot be confirmed without the amount. Try again in a minute.

"(feature) is not offered as an add-on on your plan." Your plan no longer offers that add-on, or the page was open while it changed. Reload Billing to see the add-ons offered now.

"(plan) is too small for now" You have more equipment or users than the plan includes. Dispose of equipment or deactivate users, then try again.

"Online payment is not connected yet." Plans cannot be changed online right now. Email [email protected].

"In order to invite an 11th person, you must add a team member to your plan." Your team is full: every team member you pay for is active. Invite user shows this before any form. Click click here to do that or Add team members to open Change team members on Billing, add one, then invite them again. Or deactivate someone who no longer needs access.

"Your plan includes ... pieces of equipment, and you have reached it." Adding equipment stops at the limit; nothing is ever removed. Choose a larger plan, or dispose of equipment you no longer have.

FAQ

What does a complimentary plan mean? TekStacks support gave your company a plan at no charge, shown as Complimentary. Upgrading starts billing for the new plan and ends the complimentary one.

Which features does my plan include? Your plan's card on Billing lists them.

Can I change team members while a downgrade is waiting? No. Click Keep to cancel the downgrade first, or change team members after the renewal.

Is anything deleted when I downgrade? Not at once. The data of features the new plan lacks is deleted 30 days after the change takes effect, and the warning before you confirm gives the date. Move back to a plan with those features before then to keep it.