Set up billing early during your 30-day free trial. You won't be charged until your trial is over, and your service will continue uninterrupted after your trial ends. If you decide not to use Complyfile after all, you can cancel your subscription during your trial without making any payments.
1. Start billing setup
- Sign in to your Complyfile dashboard.
- Go to the Settings gearwheel.
- Click Billing for [your organization].
Trial expired? If you sign in to your Admin dashboard and see a message that your service is suspended, click Fix this to set up billing and lift the suspension.
2. Choose your billing country and currency
Next, choose the country where you do business, and a currency you want to pay in. The country you choose determines what payment methods and currencies you can use to pay for your subscription.
Important: You can't later change the billing country or currency you choose here. We recommend that you choose the country where your business resides.
For available payment methods and currencies in your location, see Payment options in my country
3. Choose a billing plan for making payments
Flexible Plan: You're billed monthly for each user account. You only pay for that month. You can cancel service at any time to stop all payments.
Annual Plan: You're billed annually at a discounted rate (we give you a month's free use of Complyfile as a thank you for your commitment to us). In return and to earn the discount, you commit to paying a full year's subscription.
If you cancel your Complyfile before a year is up, you will still have paid for the full year, and you won't get a refund.
Questions? To compare billing plans, see Which billing plan should I choose?
4. Agree to Terms & Services
Next, review your plan and check the box to accept the Complyfile agreement
Annual Plan: Remember that if you choose the Annual Plan, you commit to paying for a full year of service for the licence you purchase now—even if you cancel service before the year is up.
However, your commitment doesn't begin until your 30-day free trial ends. If you're still in your trial, you can switch to the Flexible Plan before your trial ends without paying a closeout charge. But once your trial ends, you commit to the annual payment.
5. Select your type of billing account
Next, specify whether your Complyfile service is for personal or business use.
If you're a European Union customer, you can specify a valid VAT number that will prevent you from incurring Irish Value Added Tax (VAT) charges (23%). For details, see VAT overview and VAT inclusions in costs
Important: Choose carefully: You can't change your Business or Individual setting later.
6. Enter your contact or business information
Enter the name, address, and contact information you'd like associated with your billing account. This information will appear on invoices and receipts generated by your account.
Your email address is where we'll send important notifications about your payments.
You'll notice that we fill in some of this information for you, based on details you entered when you signed up for service. You can change this information here. You can also come back to your billing settings to change it later.
7. Set up payments
Finally, enter a payment method we can charge for your monthly payment. You have these options, depending on your country of residence:
Bank account: Depending on your billing country, we may be able to withdraw payments directly from your bank account (also called direct debit).
Credit / debit card: Complyfile accepts international cards in over 230 countries from Visa, Mastercard, and American Express.
If your bank account is in the US, you must verify the account before we can begin payments. This can take several days. If your free trial will expire before then, add a credit card now as your payment method. Then come back later to switch automatic payments to your bank account.
8. You're done with billing setup!
As long as the payment method associated with your subscription remains valid and up to date, your Complyfile service continues uninterrupted. Your first automatic payment will occur at the beginning of the month after your free trial ends.