From 99d0dd814ac20c9c6e90e158fd0b9f3df6153b07 Mon Sep 17 00:00:00 2001 From: Stevie LaFortune Date: Wed, 2 Oct 2024 16:09:35 -0500 Subject: [PATCH 01/11] Update Billing-page-coming-soon.md Added page details related to billing and discounts coming from https://github.com/Expensify/Expensify/issues/420340 --- .../Billing-page-coming-soon.md | 47 ++++++++++++++++++- 1 file changed, 45 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md index 2ae2fcd2426d3..02edd95f845b4 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md @@ -1,6 +1,49 @@ --- title: Billing and Subscriptions -description: Coming soon +description: Billing Page Overview --- -# Coming Soon +# Billing Overview + +At the beginning of each month, the Billing Owner for the workspace will be billed for the previous month’s activity. +Your Expensify bill is determined by: +The number of active members in your workspace +- Whether you have a Collect or Control plan +- Whether you’re on pay-per-use or an annual subscription +- Whether you’re using the Expensify Visa® Commercial Card +- Active members + +An active member is anyone who chats, creates, submits, approves, reimburses, or exports a report in Expensify in any given month. This includes Copilots and automated settings. + +## Collect vs Control plan + +Control plan coming soon, comparison to follow. + +## Pay-per-use vs annual subscription + +**Pay-per-use** + +With the pay-per-use rate, you pay the full rate per active member. +- **Collect plan:** $20 per active member +- **Control plan:** $36 per active member + +**Annual** + +With the annual rate, you set your monthly active member count at the beginning of your subscription and get 50% off your monthly active member cost. +- **Collect plan:** $10 per active member +- **Control plan:** $18 per active member + +If you have any additional active members above the number included in your set member count, they will be billed at the pay-per-use rate. You can also choose to increase your annual subscription size, which will extend your annual subscription length. However, you cannot reduce your annual subscription size until your current subscription has ended. For questions, contact Concierge or your account manager. + +## The Expensify Card + +Bundling the Expensify Card with an annual subscription provides you with the lowest monthly price for Expensify. And the more you spend with the Expensify Cards, the lower your bill will be. + +If at least 50% of your approved USD spend in a given month is on your company’s Expensify Cards, you will receive an additional 50% discount on the price per active member when paired with the annual subscription. +- **Collect plan:** $5 per active member +- **Control plan:** $9 per active member + +Additionally, you receive cash back every month that is first applied to your Expensify bill, further reducing your price per member. Any leftover cash back is deposited directly into your connected bank account. +- 1% cash back on all Expensify Card purchases +- 2% cash back if the amount spent across your Expensify Cards is $250k or more (for U.S. purchases only) + From 40424321137ae3db8e1151c6fb2112a12fd90c2b Mon Sep 17 00:00:00 2001 From: Stevie LaFortune Date: Wed, 16 Oct 2024 14:04:31 -0500 Subject: [PATCH 02/11] Update docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md Co-authored-by: Carlos Alvarez --- .../billing-and-subscriptions/Billing-page-coming-soon.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md index 02edd95f845b4..03e6fb42a6da6 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md @@ -7,7 +7,7 @@ description: Billing Page Overview At the beginning of each month, the Billing Owner for the workspace will be billed for the previous month’s activity. Your Expensify bill is determined by: -The number of active members in your workspace +- The number of active members in your workspace - Whether you have a Collect or Control plan - Whether you’re on pay-per-use or an annual subscription - Whether you’re using the Expensify Visa® Commercial Card From 9fd4343b4ca3451180f1c5477edf84da0d289bd2 Mon Sep 17 00:00:00 2001 From: Stevie LaFortune Date: Wed, 16 Oct 2024 15:52:42 -0500 Subject: [PATCH 03/11] Update Billing-page-coming-soon.md --- .../billing-and-subscriptions/Billing-page-coming-soon.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md index 03e6fb42a6da6..63c44247658e2 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md @@ -13,7 +13,7 @@ Your Expensify bill is determined by: - Whether you’re using the Expensify Visa® Commercial Card - Active members -An active member is anyone who chats, creates, submits, approves, reimburses, or exports a report in Expensify in any given month. This includes Copilots and automated settings. +An active member is anyone who chats, creates, submits, approves, reimburses, or exports a report in Expensify in any given month. This includes Copilots and automatic actions by Concierge. ## Collect vs Control plan From 879bd6d62510b1a13f05f465752db59767cb70e8 Mon Sep 17 00:00:00 2001 From: chiragsalian Date: Wed, 30 Oct 2024 12:40:16 -0700 Subject: [PATCH 04/11] Updating billing page --- .../Billing-page-coming-soon.md | 49 ------------------- .../billing-and-subscriptions/Billing-page.md | 47 +++++++++++++++++- 2 files changed, 45 insertions(+), 51 deletions(-) delete mode 100644 docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md deleted file mode 100644 index 63c44247658e2..0000000000000 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Billing and Subscriptions -description: Billing Page Overview ---- - -# Billing Overview - -At the beginning of each month, the Billing Owner for the workspace will be billed for the previous month’s activity. -Your Expensify bill is determined by: -- The number of active members in your workspace -- Whether you have a Collect or Control plan -- Whether you’re on pay-per-use or an annual subscription -- Whether you’re using the Expensify Visa® Commercial Card -- Active members - -An active member is anyone who chats, creates, submits, approves, reimburses, or exports a report in Expensify in any given month. This includes Copilots and automatic actions by Concierge. - -## Collect vs Control plan - -Control plan coming soon, comparison to follow. - -## Pay-per-use vs annual subscription - -**Pay-per-use** - -With the pay-per-use rate, you pay the full rate per active member. -- **Collect plan:** $20 per active member -- **Control plan:** $36 per active member - -**Annual** - -With the annual rate, you set your monthly active member count at the beginning of your subscription and get 50% off your monthly active member cost. -- **Collect plan:** $10 per active member -- **Control plan:** $18 per active member - -If you have any additional active members above the number included in your set member count, they will be billed at the pay-per-use rate. You can also choose to increase your annual subscription size, which will extend your annual subscription length. However, you cannot reduce your annual subscription size until your current subscription has ended. For questions, contact Concierge or your account manager. - -## The Expensify Card - -Bundling the Expensify Card with an annual subscription provides you with the lowest monthly price for Expensify. And the more you spend with the Expensify Cards, the lower your bill will be. - -If at least 50% of your approved USD spend in a given month is on your company’s Expensify Cards, you will receive an additional 50% discount on the price per active member when paired with the annual subscription. -- **Collect plan:** $5 per active member -- **Control plan:** $9 per active member - -Additionally, you receive cash back every month that is first applied to your Expensify bill, further reducing your price per member. Any leftover cash back is deposited directly into your connected bank account. -- 1% cash back on all Expensify Card purchases -- 2% cash back if the amount spent across your Expensify Cards is $250k or more (for U.S. purchases only) - diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md index f945840d65daa..63c44247658e2 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md @@ -1,6 +1,49 @@ --- title: Billing and Subscriptions -description: An overview of how billing works in Expensify. +description: Billing Page Overview --- -# Coming Soon +# Billing Overview + +At the beginning of each month, the Billing Owner for the workspace will be billed for the previous month’s activity. +Your Expensify bill is determined by: +- The number of active members in your workspace +- Whether you have a Collect or Control plan +- Whether you’re on pay-per-use or an annual subscription +- Whether you’re using the Expensify Visa® Commercial Card +- Active members + +An active member is anyone who chats, creates, submits, approves, reimburses, or exports a report in Expensify in any given month. This includes Copilots and automatic actions by Concierge. + +## Collect vs Control plan + +Control plan coming soon, comparison to follow. + +## Pay-per-use vs annual subscription + +**Pay-per-use** + +With the pay-per-use rate, you pay the full rate per active member. +- **Collect plan:** $20 per active member +- **Control plan:** $36 per active member + +**Annual** + +With the annual rate, you set your monthly active member count at the beginning of your subscription and get 50% off your monthly active member cost. +- **Collect plan:** $10 per active member +- **Control plan:** $18 per active member + +If you have any additional active members above the number included in your set member count, they will be billed at the pay-per-use rate. You can also choose to increase your annual subscription size, which will extend your annual subscription length. However, you cannot reduce your annual subscription size until your current subscription has ended. For questions, contact Concierge or your account manager. + +## The Expensify Card + +Bundling the Expensify Card with an annual subscription provides you with the lowest monthly price for Expensify. And the more you spend with the Expensify Cards, the lower your bill will be. + +If at least 50% of your approved USD spend in a given month is on your company’s Expensify Cards, you will receive an additional 50% discount on the price per active member when paired with the annual subscription. +- **Collect plan:** $5 per active member +- **Control plan:** $9 per active member + +Additionally, you receive cash back every month that is first applied to your Expensify bill, further reducing your price per member. Any leftover cash back is deposited directly into your connected bank account. +- 1% cash back on all Expensify Card purchases +- 2% cash back if the amount spent across your Expensify Cards is $250k or more (for U.S. purchases only) + From 48d10b4e0deae92f2fb589265c89fcca3dfed6d1 Mon Sep 17 00:00:00 2001 From: Stevie LaFortune Date: Wed, 4 Dec 2024 08:52:06 -0600 Subject: [PATCH 05/11] Update docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md Co-authored-by: Carlos Alvarez --- .../new-expensify/billing-and-subscriptions/Billing-page.md | 1 - 1 file changed, 1 deletion(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md index 63c44247658e2..840ef4db3d457 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md @@ -11,7 +11,6 @@ Your Expensify bill is determined by: - Whether you have a Collect or Control plan - Whether you’re on pay-per-use or an annual subscription - Whether you’re using the Expensify Visa® Commercial Card -- Active members An active member is anyone who chats, creates, submits, approves, reimburses, or exports a report in Expensify in any given month. This includes Copilots and automatic actions by Concierge. From f9d09bbec84a6cefdf18e29493411dc879bff568 Mon Sep 17 00:00:00 2001 From: Stevie LaFortune Date: Wed, 4 Dec 2024 09:29:55 -0600 Subject: [PATCH 06/11] Update Billing-page.md Ren reworked the page to flow from least expensive to most. --- .../billing-and-subscriptions/Billing-page.md | 41 +++++++++---------- 1 file changed, 20 insertions(+), 21 deletions(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md index 840ef4db3d457..9e563434a53ab 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md @@ -12,37 +12,36 @@ Your Expensify bill is determined by: - Whether you’re on pay-per-use or an annual subscription - Whether you’re using the Expensify Visa® Commercial Card -An active member is anyone who chats, creates, submits, approves, reimburses, or exports a report in Expensify in any given month. This includes Copilots and automatic actions by Concierge. +An active member is anyone who creates, submits, approves, reimburses, or exports a report in Expensify in any given month. This includes Copilots and automatic actions by Concierge. -## Collect vs Control plan +Your billing receipts can be viewed under **Settings** > **Account** > **Payments** > **Billing History**. We recommend appointing a single billing owner for each Group Workspace. -Control plan coming soon, comparison to follow. +# Save Money on Your Plan -## Pay-per-use vs annual subscription +## The Expensify Visa® Commercial Card Savings -**Pay-per-use** +Save the most money on your Expensify plan by pairing the Expensify Visa® Commercial Card with an annual subscription when the card is used for at least 50% of settled U.S. spend for the month. -With the pay-per-use rate, you pay the full rate per active member. -- **Collect plan:** $20 per active member -- **Control plan:** $36 per active member +- **Collect Plan:** $5 per active member per month +- **Control Plan:** $9 per active member per month -**Annual** +**You also get cash back!** Earn 1% cash back on all Expensify Card purchases or 2% if card spending reaches $250,000 or more monthly (for U.S. purchases only). Cash back first applies to your Expensify bill, with any remainder deposited directly into your bank account. -With the annual rate, you set your monthly active member count at the beginning of your subscription and get 50% off your monthly active member cost. -- **Collect plan:** $10 per active member -- **Control plan:** $18 per active member +Use Expensify’s [savings calculator](https://use.expensify.com/resource-center/tools/savings-calculator) to see your potential savings with the Expensify Card. -If you have any additional active members above the number included in your set member count, they will be billed at the pay-per-use rate. You can also choose to increase your annual subscription size, which will extend your annual subscription length. However, you cannot reduce your annual subscription size until your current subscription has ended. For questions, contact Concierge or your account manager. +## Annual Subscription vs Pay-per-use -## The Expensify Card +**Annual Subscription Discount** -Bundling the Expensify Card with an annual subscription provides you with the lowest monthly price for Expensify. And the more you spend with the Expensify Cards, the lower your bill will be. +You get a 50% discount with an annual subscription: -If at least 50% of your approved USD spend in a given month is on your company’s Expensify Cards, you will receive an additional 50% discount on the price per active member when paired with the annual subscription. -- **Collect plan:** $5 per active member -- **Control plan:** $9 per active member +- Collect Plan: $10 per active member per month +- Control Plan: $18 per active member per month + +If your active members exceed your subscription size, additional members are billed at the pay-per-use rate for that month. You can increase your subscription size at any time (extending your annual term) but can only reduce it once your current subscription period ends. -Additionally, you receive cash back every month that is first applied to your Expensify bill, further reducing your price per member. Any leftover cash back is deposited directly into your connected bank account. -- 1% cash back on all Expensify Card purchases -- 2% cash back if the amount spent across your Expensify Cards is $250k or more (for U.S. purchases only) +**Pay-per-use** +Rates for pay-per-use plans are applied at full price: +- **Collect plan:** $20 per active member +- **Control plan:** $36 per active member From 8e859fcb94e8963eafa243deee7dd73a1572f9eb Mon Sep 17 00:00:00 2001 From: Stevie LaFortune Date: Wed, 4 Dec 2024 13:47:24 -0600 Subject: [PATCH 07/11] Update Billing-page.md Clarified the discount related to the Expensify card --- .../billing-and-subscriptions/Billing-page.md | 13 +++++++------ 1 file changed, 7 insertions(+), 6 deletions(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md index 9e563434a53ab..0dbd35577fb88 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md @@ -16,11 +16,11 @@ An active member is anyone who creates, submits, approves, reimburses, or export Your billing receipts can be viewed under **Settings** > **Account** > **Payments** > **Billing History**. We recommend appointing a single billing owner for each Group Workspace. -# Save Money on Your Plan +# Save Money on Your Expensify Bill -## The Expensify Visa® Commercial Card Savings +## Annual Subscription + Expensify Card -Save the most money on your Expensify plan by pairing the Expensify Visa® Commercial Card with an annual subscription when the card is used for at least 50% of settled U.S. spend for the month. +Save the most money on Expensify by pairing an annual subscription with the Expensify Visa® Commercial Card. Then, if at least 50% of your total settled US spend in a given month is on the Expensify Card, you’ll pay the best possible price for Expensify: - **Collect Plan:** $5 per active member per month - **Control Plan:** $9 per active member per month @@ -31,17 +31,18 @@ Use Expensify’s [savings calculator](https://use.expensify.com/resource-center ## Annual Subscription vs Pay-per-use -**Annual Subscription Discount** +**Annual Subscription** You get a 50% discount with an annual subscription: -- Collect Plan: $10 per active member per month -- Control Plan: $18 per active member per month +- **Collect Plan:** $10 per active member per month +- **Control Plan:** $18 per active member per month If your active members exceed your subscription size, additional members are billed at the pay-per-use rate for that month. You can increase your subscription size at any time (extending your annual term) but can only reduce it once your current subscription period ends. **Pay-per-use** Rates for pay-per-use plans are applied at full price: + - **Collect plan:** $20 per active member - **Control plan:** $36 per active member From 26ff95d98bfea41bb556eb1918eb8930c67f776a Mon Sep 17 00:00:00 2001 From: Stevie LaFortune Date: Thu, 5 Dec 2024 11:14:14 -0600 Subject: [PATCH 08/11] Update Billing-page.md added per month to the PPU plan description --- .../new-expensify/billing-and-subscriptions/Billing-page.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md index 0dbd35577fb88..f67968b2d60aa 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md @@ -44,5 +44,5 @@ If your active members exceed your subscription size, additional members are bil Rates for pay-per-use plans are applied at full price: -- **Collect plan:** $20 per active member -- **Control plan:** $36 per active member +- **Collect plan:** $20 per active member per month +- **Control plan:** $36 per active member per month From 19eda804aa244590fd13d4f4a23fd45196312cbf Mon Sep 17 00:00:00 2001 From: Stevie LaFortune Date: Thu, 5 Dec 2024 11:19:51 -0600 Subject: [PATCH 09/11] Update Billing-page.md Update page name to include Expensify --- .../new-expensify/billing-and-subscriptions/Billing-page.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md index f67968b2d60aa..3a1193857d42b 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md @@ -3,7 +3,7 @@ title: Billing and Subscriptions description: Billing Page Overview --- -# Billing Overview +# Expensify Billing Overview At the beginning of each month, the Billing Owner for the workspace will be billed for the previous month’s activity. Your Expensify bill is determined by: From ce30b2dd40fe0e233b63ecb2e5b778fec2ab075a Mon Sep 17 00:00:00 2001 From: Stevie LaFortune Date: Thu, 5 Dec 2024 12:27:09 -0600 Subject: [PATCH 10/11] update billing page to billing overview --- .../{Billing-page.md => Billing-Overview.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/new-expensify/billing-and-subscriptions/{Billing-page.md => Billing-Overview.md} (100%) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-Overview.md similarity index 100% rename from docs/articles/new-expensify/billing-and-subscriptions/Billing-page.md rename to docs/articles/new-expensify/billing-and-subscriptions/Billing-Overview.md From b210e8827d9ecbed7bf7ace32ac901ca0aa55719 Mon Sep 17 00:00:00 2001 From: Stevie LaFortune Date: Thu, 5 Dec 2024 12:37:26 -0600 Subject: [PATCH 11/11] Update redirects.csv Billing Page - to - Billing Overview --- docs/redirects.csv | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/redirects.csv b/docs/redirects.csv index 06fd7c1ef5026..25f556d0f315e 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -591,3 +591,4 @@ https://help.expensify.com/articles/expensify-classic/articles/expensify-classic https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-Bills,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Create-and-Pay-Bills https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/add-a-payment-card-and-view-your-subscription,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Billing-page +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Billing-page,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Billing-Overview