Manage your Sharkforce subscription, billing information, and basic usage monitoring

Plans and Billing

The Plans and Billing section provides basic tools for managing your Sharkforce subscription, monitoring usage, handling payments, and optimizing your plan to meet your organization's needs.

Overview

Subscription Management Features

Sharkforce offers basic subscription management capabilities:

Plan Management

View current subscription details
Compare available plans
Upgrade or downgrade subscriptions
Manage basic feature access

Billing Administration

Payment method management
Basic invoice generation and history
Usage monitoring and alerts
Cost optimization tools

Usage Analytics

Basic usage tracking
Historical usage patterns
Feature utilization metrics
Capacity planning tools

Current Subscription

Plan Details

Subscription Information

Current plan name and tier
Subscription start and renewal dates
Billing cycle (monthly/annual)
Auto-renewal status

Feature Access

Included features and capabilities
Usage limits and quotas
Add-on services
Premium feature availability

User Limits

Maximum user count
Current user utilization
Available user slots
Overage policies

Usage Monitoring

Basic Metrics

Active user count
Feature usage statistics
Storage utilization
API call consumption

Usage Trends

Daily usage patterns
Weekly and monthly trends
Basic growth projections

Alerts and Notifications

Usage threshold alerts
Overage warnings
Renewal reminders
Payment notifications

Available Plans

Plan Comparison

Starter Plan

Basic attendance tracking
Limited user count
Standard support
Essential reporting

Professional Plan

Advanced attendance features
Increased user limits
Priority support
Enhanced reporting and analytics

Enterprise Plan

Full feature access
Unlimited users
Dedicated support
Custom integrations

Custom Plans

Tailored feature sets
Flexible pricing models
Custom user limits
Specialized support

Feature Matrix

Core Features

Attendance tracking methods
User management capabilities
Reporting and analytics
Basic mobile access

Advanced Features

Workflow automation
Basic integrations
Custom branding
API access

Enterprise Features

White-label options
Dedicated infrastructure
Custom development
SLA guarantees

Plan Management

Upgrading Your Plan

Upgrade Process

Review available plans and features
Select the desired plan tier
Review pricing and billing changes
Confirm upgrade and payment method
Activate new features immediately

Upgrade Benefits

Immediate feature access
Increased user limits
Enhanced support levels
Additional integrations

Prorated Billing

Automatic proration calculations
Credit for unused time
Immediate billing adjustments
Transparent pricing

Downgrading Your Plan

Downgrade Considerations

Feature access limitations
User count restrictions
Data retention policies
Support level changes

Downgrade Process

Review current usage and requirements
Understand feature limitations
Plan for user count adjustments
Schedule downgrade timing
Confirm changes and billing adjustments

Data Migration

Feature-specific data handling
Export options before downgrade
Retention period policies
Recovery procedures

Billing Management

Payment Methods

Supported Payment Options

Credit and debit cards
Bank transfers (ACH)
Wire transfers
Purchase orders (enterprise)

Payment Method Management

Add multiple payment methods
Set primary payment method
Update payment information
Remove expired methods

Security Features

PCI DSS compliance
Encrypted payment processing
Fraud protection
Secure data storage

Invoice Management

Invoice Generation

Automatic invoice creation
Custom billing cycles
Detailed usage breakdowns
Tax calculations

Invoice History

Complete billing history
Downloadable PDF invoices
Payment status tracking
Dispute resolution

Invoice Customization

Company branding
Custom billing addresses
Purchase order references
Department cost allocation

Payment Processing

Automatic Payments

Recurring payment setup
Payment failure handling
Retry mechanisms
Notification systems

Manual Payments

One-time payment processing
Payment confirmation
Receipt generation
Account credit application

Usage Analytics

Usage Dashboard

Key Metrics

User activity levels
Feature utilization rates
Storage consumption
API usage statistics

Visual Analytics

Usage trend charts
Comparative analysis
Basic forecasting models
Capacity planning

Custom Reports

Basic usage report builder
Scheduled reporting
Export capabilities
Stakeholder distribution

Cost Optimization

Usage Analysis

Identify underutilized features
Optimize user allocations
Plan capacity requirements
Forecast future needs

Recommendations

Plan optimization suggestions
Feature usage insights
Cost-saving opportunities
Efficiency improvements

Add-on Services

Available Add-ons

Premium Features

Advanced analytics packages
Additional integrations
Enhanced security features
Custom development hours

Support Upgrades

Priority support access
Dedicated account management
Training and onboarding
Custom consultation

Infrastructure Add-ons

Additional storage
Increased API limits
Enhanced performance
Geographic redundancy

Add-on Management

Adding Services

Browse available add-ons
Review pricing and features
Add to current subscription
Immediate activation

Managing Add-ons

Monitor add-on usage
Modify service levels
Remove unused services
Optimize costs

Enterprise Features

Enterprise Plans

Custom Solutions

Tailored feature development
Dedicated infrastructure
Custom integrations
Specialized support

Volume Discounts

Tiered pricing models
Multi-year agreements
Volume commitments
Flexible terms

Enterprise Support

Dedicated Resources

Account management team
Technical specialists
Implementation consultants
Training coordinators

Service Level Agreements

Uptime guarantees
Response time commitments
Performance standards
Escalation procedures

Billing Compliance

Tax Management

Tax Calculations

Automatic tax computation
Regional tax compliance
VAT handling
Tax exemption processing

Tax Reporting

Tax invoice generation
Compliance documentation
Audit trail maintenance
Regulatory reporting

Financial Controls

Approval Workflows

Purchase approval processes
Budget limit enforcement
Multi-level authorization
Expense tracking

Audit Features

Complete transaction logs
Change tracking
Compliance reporting
Financial reconciliation

Account Management

Account Information

Organization Details

Company information
Billing addresses
Contact information
Tax identification

Account Settings

Billing preferences
Communication settings
Notification preferences
Security configurations

Multi-location Billing

Centralized Billing

Consolidated invoicing
Multi-location management
Cost center allocation
Departmental billing

Distributed Billing

Location-specific billing
Independent payment methods
Local tax handling
Regional compliance

Troubleshooting

Common Billing Issues

Payment Problems

Failed payment resolution
Expired card updates
Insufficient funds handling
Payment method verification

Invoice Discrepancies

Usage calculation errors
Billing cycle confusion
Tax calculation issues
Proration questions

Support Resources

Self-Service Options

Billing FAQ section
Video tutorials
Documentation library
Troubleshooting guides

Support Channels

Billing support email
Email assistance
Basic phone support
Account manager contact

Best Practices

Cost Management

Regular Reviews

Monthly usage analysis
Quarterly plan evaluation
Annual contract review
Continuous optimization

Budget Planning

Forecast future needs
Plan for growth
Budget for upgrades
Monitor spending trends

Account Optimization

Feature Utilization

Maximize feature usage
Train users effectively
Monitor adoption rates
Optimize configurations

Performance Monitoring

Track key metrics
Identify bottlenecks
Plan capacity increases
Optimize resource allocation

Effective billing management ensures cost control, compliance, and optimal value from your Sharkforce investment. Regular monitoring and optimization help maintain efficient operations while supporting organizational growth.

Plans and Billing

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