Monitoring your Banqup plan usage is essential to make sure you stay within your subscription limits and avoid unexpected charges. This guide will walk you through the steps to check your current plan usage, including the number of documents processed, active users, and any applicable out-of-bundle charges.
Accessing your plan usage information
To view your plan usage details:
Click on the main menu at the top-right corner of your screen.
Click on Settings.
Click on Subscription, then go to the Usage tab.
Understanding your plan usage
The usage page provides an overview of your current plan consumption and limits. The specific information displayed will vary based on your plan type and subscription level, but may include details about document processing, user seats, and extra costs.
Common usage information includes:
Document usage: This section displays the number of documents you've processed within your current billing cycle, along with the total number of documents included in your plan.
Reset date: The reset date indicates when your next cycle begins (and the document counter restarts at zero). Any unused documents from the current billing cycle will not carry over to the next one.
Out-of-bundle document charges: If you exceed the number of documents included in your plan, you'll be charged a per-document fee for the additional usage. The usage page will display the cost per extra document.
User seats: This section shows the number of active user seats in your account, as well as the maximum number of users included in your plan.
Extra user costs: If you need to add more users beyond what's included in your plan, the usage page will display the cost for each additional user seat.
Adjusting your plan
If you find that you're consistently exceeding your plan limits or need to accommodate more users, consider upgrading to a higher-tier plan. To do this:
Go to the Plans tab.
Select the plan that best suits your current needs.
Choose between yearly or monthly billing.
Add extra services if needed.
Click on Continue.
On the next page, review your billing information. Confirm that you understand this is a recurring subscription, and that you will be billed automatically for future payments.
Click on Confirm.
Alternatively, if you find that you're not using all the features or document allowances in your current plan, you can downgrade to a lower-tier plan to save on monthly costs.
FAQ
Can I set up alerts for when I'm close to reaching my plan limits?
You’ll be notified by email when you approach your plan’s limit.
What happens if I exceed my plan's document allowance?
If you process more documents than what's included in your plan, you'll be charged a per-document fee for the additional usage. These charges will be added to your next monthly invoice. To avoid unexpected costs, consider upgrading your plan or monitoring your usage closely.