Renews
How billing works
One annual plan per workspace. Paid plans are billed to the workspace owner or to an advisor who covers them.
When the plan changes mid-year
Billing period
Already used
Time left
Period start
How “due today” is calculated
CreditUnused old plan
ChargeNew plan, time left
“Due today”Net you approve
When who pays changes
Access stays on the client workspace. Only the invoice moves, or the plan steps down when coverage ends.
Advisor begins covering a client
Client keeps the plan. The advisor is billed.
Advisor stops covering (they were paying)
Client moves to Business Free and bills themselves.
Advisor removes a discount only
Client stays on the paid plan, without that discount.
At renewal
Once a year, on the date shown as “Renews on.”
Still applies
- The plan, unless canceled
- Advisor discounts that still cover the workspace
- Unused account credit
Referral prices
A referral discount applies to the first qualifying purchase. It does not re-apply when the plan renews.
How you can pay
Card
Bank account
Invoice (arranged)
An unpaid invoice blocks further plan changes until it is cleared.
When it ends
Cancel keeps access through the paid period. Only workspaces that manage their own billing can cancel. A covered client cannot cancel the advisor’s invoice.
Card, invoices, and credit live on Plans & billing.
Something looks wrong
If a billed amount doesn’t match these rules, email z@zolidar.com.