Plan & Billing

The Plan & Billing page gives you a complete view of your account's financial health — your current plan, payment methods, open invoices, billing history, and account status.

Account Status

Your account status is shown at the top right of the current plan card. It can be one of three states:

Status Badge Colour What It Means
Active Green Your billing is up to date. Everything is working normally.
Inactive Yellow Your billing is overdue. Some features may be restricted until you pay. See the warning below for how many days you have left.
Cancelled Red Your account has been deactivated due to prolonged non-payment. Contact support to restore your account.

If your status is Inactive or Cancelled, a warning message appears on the payment card showing how many days overdue you are, how many days until restrictions begin, and how many days until cancellation.

{warning} Make sure your billing is paid on time. Extended non-payment can result in service restrictions and eventually account deactivation. The exact thresholds are shown on the warning banner.

Current Plan Summary

The left column shows your current subscription plan:

  • Plan name — e.g., Growth, Scale, or Enterprise
  • Plan description — a short summary of what the plan includes
  • Monthly price — what you're charged each month
  • Renewal date — when your next billing period starts
  • Effective from — when your current plan transaction took effect

From here, you can click View Plans & Upgrade to go to the full Subscription page where you can compare plans and switch.

{info} If you don't have a plan assigned yet, you'll see "No plan assigned" with a link to choose one.

Payment Methods

Below the current plan card, you'll find the Payment Methods section. This is managed through a sub-component called Card Management:

  • View saved cards — see which credit or debit cards you have on file
  • Add a new card — save a new card for automatic billing
  • Remove a card — delete a saved card
  • Auto-charge toggle — if auto-charge is paused, you'll see a warning banner at the top of the page

{primary} Saving a card lets the system automatically charge your billing statements. If auto-charge is turned off, you'll need to pay each invoice manually.

Paying an Invoice

If you have an open billing statement (an unpaid invoice), the right column shows the payment options:

Pay by Card

You can pay any remaining balance with a saved card or a new card:

  1. Click Pay by Card
  2. If you have a saved card, the system tries to charge it automatically
  3. If the saved card fails, you'll be offered a payment form to enter a new card
  4. If you don't have a saved card, a payment form opens directly

{warning} If your saved card payment fails, the system will ask you to try a different card. Check that your card details are up to date in the Payment Methods section.

Billing History

Below the payment section, you'll find your Billing History — a table of all your past billing statements. Each row shows:

Column What It Shows
Statement ID A reference number for the billing period
Period The date range the statement covers (e.g., Jun 1 — Jun 30)
Plan Fee The base subscription cost for that period
Overage Any extra charges for going over plan limits
Total The full amount due
Status Whether the statement is paid, unpaid, settled, or partially settled
Actions Buttons to view details or download the invoice

You can:

  • Search statements by ID, status, or date range
  • Change per-page — show 5 to 50 rows
  • View details — click to open a detailed breakdown of any statement

Viewing Statement Details

Click the View Details button on any statement row to open a modal with:

  • The billing period dates
  • Your plan fee for that period
  • Any overage charges broken down by type (branches, services, staff, or AI tokens)
  • The total amount due
  • Payments applied
  • The current status

If the statement is unpaid, the detail modal also shows the pay-by-card options — the same as the main payment section.

Billing Overdue — What Happens

Reservai uses a three-stage overdue process:

Stage What Happens
On time Billing is current. Full access.
Overdue (first stage) You'll see warnings on the billing page. Your account is still active, but you're approaching the restriction threshold.
Overdue (second stage) Your account becomes inactive. Some features may be restricted. You'll see a yellow badge on the plan card.
Overdue (final stage) Your account is cancelled due to prolonged non-payment. The red badge appears. Contact support to discuss reinstatement.

The exact number of days for each stage is configured by the platform and shown on the warning banner.

{danger} If your account is cancelled, all your data remains stored but you won't be able to accept new bookings or access the dashboard until the issue is resolved. Make sure your payment method is always up to date.

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