Plans And Billing In EasyDesk

The Plans & Billing module allows administrators to manage subscriptions, billing details, payment methods, additional resources, account balance, invoices, SMS numbers, and transaction history from a single location.

Navigation Path:

Settings → Plans & Bills

The module contains the following sections:

• Plans

• SMS Numbers

• SMS Transactions

• Invoices

• Subscriptions

Plans

The Plans page displays your current subscription status, plan details, usage limits, payment information, and billing services.

Trial Period

New accounts begin with a 14-Day Trial period.

The trial section displays:

• Trial duration

• Remaining days

• Trial start date

• Trial end date

Activate A Subscription

• Navigate to Settings → Plans & Bills → Plans

• Click Subscribe

• Select a suitable plan

• Complete payment

• Subscription activates immediately after successful payment

Available Subscription Plans

EasyDesk offers four subscription tiers.

Free Plan

Suitable for small teams evaluating EasyDesk.

Features include:

• 2 Users

• Email Ticketing

Starter Plan

Designed for growing support teams.

Features include:

• 3 Users

• 10 Collaborators

• Email Ticketing

• Additional Users Available

Pro Plan

Recommended for professional customer support operations.

Features include:

• 5 Users

• 20 Collaborators

• Email Ticketing

• Live Chat Support

• Social Media Integration

• Additional Users Available

• Additional Collaborators Available

Enterprise Plan

Built for organizations requiring advanced scalability.

Features include:

• 10 Users

• 50 Collaborators

• Email Ticketing

• Live Chat Support

• Social Media Integration

• Unlimited Growth Potential

• Additional Resource Management

Monthly And Yearly Billing

Two billing options are available:

Monthly

• Charged every month

• Flexible subscription management

Yearly

• Lower overall cost

• Save up to 40%

• Annual billing cycle

Subscription Checkout

After selecting a plan:

• Review the subscription summary

• Apply a coupon code if available

• Verify payment information

• Click Pay

The checkout screen displays:

• Plan price

• Discount amount

• Subtotal

• Tax amount

• Total due

• Saved payment method

Payment Success

After payment:

• A confirmation message appears

• Click View Invoice to access the generated invoice

• Click Close to return to the Plans page

Active Subscription Management

Once a subscription is active, the Plans page displays:

• Current plan

• Billing period

• Next billing date

• Monthly cost

• Payment method details

Available actions:

• Change Plan

• Cancel Subscription

Change Plan

To switch plans:

• Open Settings → Plans & Bills → Plans

• Click Change Plan

• Select a new subscription tier

• Complete payment if required

• The new plan becomes active immediately after confirmation.

Cancel Subscription

To cancel an active subscription:

• Navigate to the active plan section

• Click Cancel Subscription

• Confirm cancellation

The subscription remains active until the end of the current billing cycle.

Payment Method Management

The payment method section displays:

• Masked card number

• Expiration date

• Active coupon information

Update Payment Method

• Click Change Payment Method

• Enter new card information

• Save the changes

Future subscription charges use the updated payment method.

Usage & Limits

The Usage & Limits section provides visibility and management for:

• Users

• Collaborators

• Brands

• Balance

Users

Displays:

• Current user count

• Included users

• Extra users purchased

Add Additional Users

• Click the + button

• Select the number of additional users

• Click Update

• Complete payment

• Additional user charges are applied immediately.

Collaborators

Displays:

• Current collaborator count

• Included collaborators

• Available collaborator capacity

Add Additional Collaborators

• Click the + button

• Select quantity

• Click Update

• Complete payment

Brands

Displays:

• Active brands

• Included brands

• Additional brands purchased

Add Additional Brands

• Increase the quantity

• Click Update

• Complete payment

Additional Resource Payment

Whenever users, collaborators, or brands are added:

• Review the payment summary

• Verify billing details

• Click Pay

• Wait for payment confirmation

• A success notification appears after payment processing completes.

Balance Management

• The balance wallet is used for SMS services.

• The Balance section displays:

• Current balance

• Add balance amount

• Auto-refill settings

Add Balance

• Enter a custom amount

• Click Add

• Complete payment

Auto-Refill

Auto-refill automatically adds funds when the account balance falls below a configured threshold.

Information displayed:

• Refill threshold

• Refill amount

Example:

• Balance drops below $10

• System automatically adds $50

• Stored payment method is charged

Billing & Services

The Billing & Services section provides quick access to:

• Invoices

• Subscriptions

• SMS Transactions

Invoices

The Invoices area contains all billing records generated within the account.

View Invoices

• Navigate to Settings → Plans & Bills → Invoices

• Select an invoice

• Review billing details

Invoice details include:

• Invoice number

• Billing date

• Payment status

• Amount paid

• Tax information

Subscriptions

The Subscriptions section provides historical subscription information.

Subscription History

Information available:

• Plan name

• Subscription period

• Renewal dates

• Status

• Billing amount

Access:

Settings → Plans & Bills → Subscriptions

SMS Numbers

SMS Numbers allow businesses to send and receive SMS messages through EasyDesk.

Purchase An SMS Number

• Navigate to Settings → Plans & Bills → SMS Numbers

• Click Add SMS Number

• Select a country

• Review available numbers

• Click Select

The list displays:

• Phone number

• Number type

• Cost per message

• Monthly fee

• Setup fee

Confirm Purchase

Before activation:

• Review purchase details

• Verify payment method

• Click Pay

The confirmation screen displays:

• SMS number

• Setup fee

• Monthly fee

• Tax

• Total amount

SMS Number Activation

After successful payment:

• A success notification appears

• Click Add Balance

A funded balance is required before SMS usage begins.

Best Practices

• Keep payment information updated.

• Enable auto-refill for uninterrupted SMS services.

• Monitor user and collaborator limits regularly.

• Review invoices monthly.

• Upgrade plans before reaching resource limits.

• Maintain sufficient account balance for SMS operations.