You can manage your plan and billing details from the Account & Billing section, which you'll find in the Company menu of your StockCrowd account. In this section you can review what's included in your current plan and costs, view your banking details for billing, and see the history of changes to your plan.
❗️The conditions and values shown in the images in this article are examples, and may not reflect the conditions contracted in your case.
Set Up your Account & Billing
When you create your StockCrowd account, you'll need to fill in the Billing information to be able to activate your future campaigns.
To do this, you'll see a button in the top right corner of your screen with the text "Complete Tasks".
When you click, a side menu will appear where you'll need to fill in all the following information:
Address
Postal Code
City
County
Country
Billing Name
Billing Tax ID
Billing Email
Then click "Save".
❗️Please note that all Billing information (address, postal code, city, province, country, billing name, billing tax ID and billing email) is mandatory.
This information will be reflected in the Billing settings. You can access it from Company → Account & Billing → General.
❗️As of June 7, 2023, it will be mandatory to provide the Country in the Billing Data. When trying to activate a campaign, you may see a warning in the Billing Data section:
In this case, you should click Configure and follow the steps below. Once you access your account:
Click Billing Data.
Fill in the Country field and click Save.
1. General: information about your current plan
In the "General" section you can see the details of your contracted plan, such as:
Billing information: you'll see your tax billing information in this section.
Current Commissions: you'll see the commissions applied to the donations you raise in this section.
Current Products: you'll find the products and features included in your plan in this list.
Quotas: you'll see the quotas and usage limitations on your StockCrowd account.
Commission Groupings.
StockCrowd Pay Button: for accounts where this payment method applies. It's a direct link to the Stripe dashboard.❗️Note: it's not for configuring StockCrowd Pay, it only redirects to the Stripe dashboard.
2. Documents: view invoices issued on your plan
Soon you'll be able to see the new invoices issued for your StockCrowd account in the "Documents" section. We're very close to finishing this development, working on changes so you can receive invoices in this section automatically.
❗️For now, you'll receive invoices at the email provided at the time of contracting. For questions about your invoice, write to our team at [email protected].
3. Subscriptions: manage products and your contracted plan
In the "Subscriptions" section you can verify your current plan and contract new products that are not initially included in your plan. Please note that if you have a Starter plan, you must add banking details before you can change your payment plan or add new products.
❗️For Premium plans, write to our team at [email protected].
4. Banking Data: view your billing information
If you've contracted a plan with a monthly cost, you can verify your banking details in the "Banking Details" section.
❗️We're working on changes so you can change your banking details independently. For now, if you need to change your billing details, write to our team at [email protected].
5. History: view changes to your plan
You'll see any changes made to your plan and their corresponding dates in the "History" section.
❓Frequently Asked Questions
Where do I find the Billing section?
You can manage your plan and billing details from the Account and Billing section, which you'll find in the Company menu of your StockCrowd account.
What billing information is mandatory when creating my account?
When you create your StockCrowd account you'll need to fill in the following Billing information to be able to activate your future campaigns:
Address
Postal Code
City
County
Country
Billing Name
Billing Tax ID
Billing Email
All this information is mandatory.
How do I receive my invoices?
Currently you'll receive invoices at the email provided at the time of contracting. For questions about your invoice, write to our team at [email protected].
Can I change my banking details myself?
Not at the moment. StockCrowd is working on changes so you can change your banking details independently. In the meantime, if you need to change your billing details, write to our team at [email protected].
Need more help? Contact us at [email protected] or from the chat icon 💬 on this page.