Billing terminology can differ among countries, banks, and businesses. To help you understand Complyfile billing, here are some common words we use for billing and payments.

Annual Plan

An Annual Plan is a Complyfile billing plan where you commit to paying for a full year of service, and in return for that commitment to us you get a discounted price, paying for 11 months, and getting 12 months usage (i.e. a free month). This in addition to your 30-day free trial

See also Compare Complyfile billing plans

Flexible Plan

A Flexible Plan is a Complyfile billing plan where you're billed only for your Complyfile that month. You can upgrade, downgrade or cancel your Complyfile at any time without penalty.

See also Compare Complyfile billing plans or Flexible Plan.

Billing country

The country you select when you first set up your Complyfile billing account. Normally, this is the country where you or your business resides. It determines the payment methods and currencies you can use to pay for any subscription in your account. You can't change your account's billing country after setting up your first subscription.

See also Payment options in my country.

Billing address

The address associated with a specific payment method in your Complyfile billing account. You can have a different billing address for each payment method. Depending on your location, however, a billing address might have to be in the billing country associated with your billing account.

Business address

The business address you specify when you set up your Complyfile billing account. You can have only one business address in your billing account and it applies for all subscriptions in that account. Note that your business address doesn't have to match any of your payment method's billing addresses. Your business address is printed on receipts generated from your account. After setting up your billing account, you can go back later to change any part of your business address except the country.

Payment method

A credit card, debit card, or bank account you add to your Google billing account that you can use to make payments for any subscription in that account.

See also Payment options in my country

Primary payment method

The credit card or bank account you use to make automatic payments for each subscription in your Complyfile billing account. To ensure continued service, you must have a valid primary payment method associated with your billing account.

See also Payment options in my country

Bank account

A payment method in which we automatically debit payments from your bank account. Also called direct debit.

See also Bank accounts.

Automatic payments

The regular payment we automatically charge to your primary payment method for a subscription in your Complyfile billing account. For a Complyfile subscription, for example, we automatically charge your primary payment method at the beginning of each month for services accrued the previous month.

For details, see When do automatic payments occur?

Manual payment

A payment option where you can add credit to your billing account to use for your next automatic payment. You can also make a manual payment to pay off an outstanding balance, for example, to lift a billing suspension. You make a manual payment from your Complyfile Admin dashboard, not by sending payment directly to Complyfile.

Note: this feature is currently under development and hasn't yet been released.

Declined / failed payment

A payment that has been declined by your bank or credit card company. In some cases, we'll be able to give you details about why the payment was declined. In other cases, you'll need to check directly with your bank or card issuer to learn why it was declined.

See also Why payments fail.