Your subscription: plan, seats, invoices and trial

Subscription, in the side menu, is where you see your plan, how many seats you use, your invoices and how to cancel. The owner and admins open it; managers and professionals don’t see it.

It has two tabs: Overview (the plan, the seats, promo codes and cancelling) and Billing (what is pending and the payment history).

Events businesses: your plan is the Events Module, a fixed monthly amount, with no seats or trial. What follows is for businesses with appointments. See Events and invitations.

The plan

Citauno has one plan, with everything included: you pay per active professional per month. Every module in More features is in the plan, at no extra cost. Each professional adds 50 WhatsApp messages per month for reminders and notices; if you need more, you buy packs in WhatsApp.

In Overview, the plan card shows:

• The status: Active, Trial · N days, Payment due, Past due or Cancelled.
• How many seats you pay for and the price per seat per month.
• The date of the Next charge, or Ends on … if you cancelled.

Team discount: the bigger the team, the less each professional costs. Every professional after the first takes 5% off the price of all seats, up to 20% from 5 professionals. You see it on the card as Team discount and on your invoice as a line of its own.

Seats

A seat is an active professional of this business, across all its locations. If you have two businesses, each has its own seats and its own invoice.

In Overview → Seats you see N of M seats in use and change the count with − and +. Before you apply it, the screen tells you what will happen and what it costs per month.

• During the trial: going up or down is free and immediate.
• Going up on a paid plan: the prorated part of what’s left of the month is charged now. Once paid, the new seats are available.
• Going down on a paid plan: it’s scheduled for the end of the period. Until then you keep the seats you paid for. If you change your mind, Cancel scheduled change.
• The minimum is the number of active professionals. To go lower, first deactivate someone in Team.

To add a professional in Team you need a free seat: if there isn’t one, you’re taken to Subscription to add it. Inviting someone to link their account to a profile that already exists uses no seat.

The free trial

When you create your business you start with a 15-day free trial, with the full app: every module, each professional’s WhatsApp messages and, in Paraguay, online deposits with tpago. We don’t ask for a card.

• During the trial nothing is charged. The Billing tab stays empty until it ends.
• In the last 3 days, a notice at the top of the panel tells you when it ends and how much your first invoice will be, with a Pay in advance button.
• When it ends, your first invoice is issued and is due the same day: until you pay it, your business takes no new bookings. If you paid in advance, nothing stops.
• The WhatsApp messages left over from the trial are replaced by the first paid month’s. Packs you bought are kept.

If another business invited you with its Refer and earn link, your trial is longer. See Refer and earn.

Invoices and payments

Billing is in advance: each month’s invoice is issued at the start of the period. In Billing you see what’s pending at the top, with Pay now, and the Payment history below: the period, the total, when it was paid and its tax invoice.

View opens a payment’s detail, with each line (the seats, the team discount, the codes), the totals with VAT and Download receipt.

How to pay

1. In Billing, tap Pay now on the pending invoice (or in the notice at the top of the panel).
2. In Paraguay you pay by card in Bancard’s secure form, inside Citauno.
3. Once the payment is confirmed, the invoice is Paid and everything reactivates instantly, including the month’s WhatsApp messages.

In Paraguay we don’t save your card or charge you automatically: you pay each invoice yourself. Before the first payment we ask for your business’s Billing details (Settings), which go on your tax invoice. If you’d rather pay by transfer or in cash, write to us and we record the payment.

In countries where Citauno charges a saved card, you see it under Payment method (in Overview), with Add card, Change card and Remove card. We charge each invoice to that card automatically; during the trial, a notice asks you to add it so your bookings don’t stop.

Receipt and tax invoice (Paraguay)

The Download receipt PDF is a receipt, not a tax invoice. Each payment’s tax invoice reaches you by email when we issue it, and the payment’s detail then shows Download tax invoice. Until then, the detail says where it stands.

If an invoice runs late

Every month you have 7 days to pay the new invoice, and the app keeps working normally meanwhile: bookings, calendar and modules. A notice at the top of the panel reminds you of the amount and the date.

If the 7 days pass without payment:

• New bookings from your page are paused and you can’t save changes in the panel.
• Nothing is deleted. You can sign in, look at your data and download it.
• Paying reactivates everything instantly, on the same plan and price.

The invoice at the end of the trial doesn’t get those 7 days: it’s due the same day.

Promo codes and discounts

In Overview, Have a promo code?: type it and tap Apply code. The card tells you how many invoices it applies to and how much you save on the next one. If you add it during the trial, it applies when the trial ends. As long as it hasn’t been used on an invoice, you can take it off with Remove code.

If you recommended Citauno to another business and it paid its first invoice, the Refer and earn card shows the discount you’ll get on your next invoice.

Cancelling the subscription

1. In Subscription, at the very bottom, tap Cancel subscription.
2. The page tells you until when you keep access. No fee and no lock-in.
3. If you like, under Download your data tap Prepare export: you get a ZIP by email with your clients, bookings, sales, services and team.
4. Why are you leaving? is optional: you can cancel without answering.
5. Tap Confirm cancellation. If you changed your mind, No, I want to stay.

You keep full access until the end of the period you paid for (or of your trial), and nothing more is charged after that. Until that date, Reactivate subscription in Overview puts it back as it was, in one click.

When the date comes, your business stops taking bookings and no more invoices are issued. Your data isn’t deleted: you can keep signing in to see it and download it from Settings. If an invoice was unpaid, it stays pending.

If what you want is to close the business for good, see Team roles.

Common errors

Next step

• Team roles: who can see and pay the subscription.
• Exporting your data: what’s in the ZIP.
• Refer and earn: discounts for recommending Citauno.