How do I manage the plan, licences and invoices?

The trial phase

A new business starts with a limited trial phase at the level of the Professional plan. It is not restricted: no reduced feature set, no cap on the volume of data and no licence check when inviting people.

It ends on a date, not at a quantity. It can be extended once, and that is recorded on the business.

If it runs out without a subscription, the business lands on a dedicated page with a prompt to purchase instead of in the application. The data stays put, it is simply not reachable as long as there is no subscription.

The two plans

There are two plans, Team and Professional, each with a price per licence. Billing is monthly or yearly, and a yearly payment equals ten monthly prices. At least one licence is booked.

Twenty features are distributed across the two plans. Eight are included in both, twelve belong to the Professional plan: advanced evaluations, custom workflows, API access, priority support, custom integrations, advanced reporting, audit logs, the digital personnel file, budget tracking, flexible working time models, quotas and shift planning.

The amounts are on the pricing page. They are not repeated here, so that there is no second source left standing when the first one changes.

Taking out a subscription

The purchase runs through a checkout session at the payment provider and then leads back into the application. Customer, subscription and product identifiers are stored on the business.

The payment provider reports payment and subscription events through a dedicated return channel. What has been processed is logged, so that the same message does not take effect twice.

Changing licences

The number of booked licences can be raised and lowered during a running subscription, and the change is passed on to the payment provider.

Lowering it deactivates nobody. If more people are active than licences booked, that state simply persists. What fails are new invitations and activations.

A usage overview shows how much of the booked licences and storage is in use. Inactive people no longer occupy a licence.

Switching the plan

For switching between Team and Professional there is a dedicated card comparing the features, showing the new price and warning about the features that fall away on a downgrade.

A switch that has already been scheduled is displayed and can be cancelled again before the effective date. Without an active subscription the operation is rejected.

When a feature fails on the plan

Where a feature does not belong to the booked plan, no error appears but an explanatory page or a notice naming the feature concerned. The list of features an upgrade would bring is calculated, not maintained by hand.

Additional storage

Document storage can be extended in two tiers, 10 GB and 50 GB, as a separate subscription with tier, storage volume, end of term and cancellation flag.

Before a cancellation, the application spells out what that means for the existing documents. Cancellation takes effect at the end of the term.

• Deleted documents keep counting against the quota as long as they sit in the recycle bin.
• Usage appears in the usage overview next to the licences.

Payment details and invoices

Payment methods, the billing address and the invoices themselves live in the payment provider's customer portal. A session to it is opened from within the application.

MetronHR does not hold this data itself. That is deliberate: card details that are nowhere cannot go missing anywhere.

The referral programme

Every business gets a referral code. Businesses that arrive via that code are recorded, and rewards come out of it. The code, the statistics and the list of referred businesses are on a page of their own.

A recurring reconciliation holds referrals and subscriptions actually taken out against each other.