Viewing Your Subscription Details
Managing your subscription is crucial for ensuring a seamless experience with our services.
In this article, we'll walk you through how to access and review all the important information about your subscription, from billing cycles to plan features.
Whether you're curious about your current plan or need to make changes, we've got you covered. Let's dive in!
How do I view my subscription details?
Navigate to Company settings. Click the Subscription details tab. Continue reading for descriptions of the various sections.
Billing summary
The billing summary section allows users to view and update the company’s billing contact, as well as view and download a copy of the company’s Carta contract.
All billing notifications are sent to the billing contact. A user with Company editor or Legal Administrator permissions can update this user by clicking Update.
Subscription summary
Subscriptions summary tab contains the company’s renewal date, renewal interval, and the details of your Carta subscription.
Active subscriptions section outlines the activation date, billing start date, charge interval, current stakeholder count and stakeholder floor.
The estimated next charge is based on the account’s stakeholder count as of today. However, since the subscriptions are on an annual renewal, the stakeholder count may increase or decrease by the renewal date.
The next charge date is the renewal date, when your company will be charged for your active Carta subscription.
The plan features section includes all features in your subscription with a brief description of each. If there is a feature that is not on the list that you would like to add, reach out to your account team. You can also find more information about the plan features if you click on Additional billing and plan details.
You can hover over the tooltips to see more details about the information presented on the subscription page.
Linked payment accounts
The linked payment accounts section displays all payment accounts that have been linked to Carta. The payment method used for subscription billing will be flagged, as well as the account used for online transactions (if enabled).