From 90d8f7e36cac6239523a74a91264e056d0da2bd7 Mon Sep 17 00:00:00 2001 From: christad92 Date: Wed, 9 Oct 2024 12:22:50 +0100 Subject: [PATCH 1/3] Updated docs on subscription --- docs/hosted/overview.md | 53 ++++++++++++++++++++++++++++++++++++----- 1 file changed, 47 insertions(+), 6 deletions(-) diff --git a/docs/hosted/overview.md b/docs/hosted/overview.md index 375c78e8a20b..de050c907830 100644 --- a/docs/hosted/overview.md +++ b/docs/hosted/overview.md @@ -42,16 +42,48 @@ billing account users but cannot modify any of them. In order to upgrade your project subscription, you need an approved payment method. Both "invoice" and "credit card" payment methods are allowed. +To manage your payment methods, click on the `Billing Account` menu (if you are +on the projects list or user profile page) or the `Subscription` menu (if you +are on the project/workflow page). From there, you can click on the +`Payment Methods` on the side menu. + #### Invoice Payment When you add an invoice payment method you must wait for it to be approved by the OpenFn.org team before you can use it. +:::tip Adding an Invoice Payment Method + +To add an invoice payment method, click "Add a new invoice method" button on the +payment methods page. This will open a form that you can fill out and submit. +When you have successfully submitted the form, your invoice payment request will +listed and marked as `pending`. + +Someone from OpenFn billing team will contact you to verify the provided +information before approving the payment method. + +_Please note that you can only have ONE pending invoice payment method at a +time._ + +::: + #### Credit Card Payment When adding credit card payment methods, the card details will be verified by Stripe.com immediately and you can upgrade you subscriptions right away. +:::tip Adding a Credit Card Payment Method + +To add a credit card payment method, click "Add a new card" button on the +payment methods page. This will open a form that you can fill out your card +details. Your card will be verified by Stripe.com immediately and you can use +the card to upgrade your subscription or create a new project subscription. + +If you are not able to successfully add your card, please contact us at +support@openfn.org with the error. + +::: + ## Plans & Limits The full list of plans and limits are available at @@ -59,14 +91,23 @@ The full list of plans and limits are available at ### Upgrading your subscription -To upgrade you subscription: +:::warning You need a valid payment method + +Please ensure you have a valid payment method before trying to upgrade your +subscription. Check out the [Payment Methods](#payment-methods) section for more +details. + +::: + +To upgrade you subscription; 1. Click "Subscription" from your project dashboard -2. Ensure that you have an approved payment method under the "Payment Methods" - section. -3. Click "Manage Subscription" -4. Select a new plan and/or additional runs. -5. Review your subscription changes in the box at the bottom of the screen. +2. Click "Manage Subscription" +3. Select a card from the list to pick a new plan and scroll down to add + additional runs if the base runs in your plan are not enough for your + project. _(We recommend using the slider to set the value)_ +4. Select a payment method to pay for the upgrade. +5. Scroll to the bottom of the page to review your subscription changes. 6. Click "Update subscription" For upgrades, you will be billed immediately for the _difference_ between your From b323e47ee48b6b9ce146286da827cb18069ef05a Mon Sep 17 00:00:00 2001 From: christad92 Date: Wed, 9 Oct 2024 12:25:24 +0100 Subject: [PATCH 2/3] Updated stuff --- docs/hosted/overview.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/hosted/overview.md b/docs/hosted/overview.md index de050c907830..3fdc2fa0342d 100644 --- a/docs/hosted/overview.md +++ b/docs/hosted/overview.md @@ -103,9 +103,9 @@ To upgrade you subscription; 1. Click "Subscription" from your project dashboard 2. Click "Manage Subscription" -3. Select a card from the list to pick a new plan and scroll down to add - additional runs if the base runs in your plan are not enough for your - project. _(We recommend using the slider to set the value)_ +3. Select a plan from the list and scroll down to add additional runs if the + base runs in your plan are not enough for your project. _(We recommend using + the slider to set the value)_ 4. Select a payment method to pay for the upgrade. 5. Scroll to the bottom of the page to review your subscription changes. 6. Click "Update subscription" From a70fe71afbdf500ac89b427790781c1e12ac73bf Mon Sep 17 00:00:00 2001 From: christad92 Date: Wed, 9 Oct 2024 12:25:48 +0100 Subject: [PATCH 3/3] More updates --- docs/hosted/overview.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/hosted/overview.md b/docs/hosted/overview.md index 3fdc2fa0342d..a58e65ef1a50 100644 --- a/docs/hosted/overview.md +++ b/docs/hosted/overview.md @@ -80,7 +80,7 @@ details. Your card will be verified by Stripe.com immediately and you can use the card to upgrade your subscription or create a new project subscription. If you are not able to successfully add your card, please contact us at -support@openfn.org with the error. +support@openfn.org with the error(if any). :::