Billing, changes, and cancelling

How Optanik bills

Optanik bills monthly, in US dollars, by card through Stripe. Every system an account buys (Optanik endpoints, Optanik Support technicians, Keyring Keymasters, and OptaMeet seats) is a line on one subscription, with one bill date and one invoice. Prices are before tax. There is no annual plan; billing is monthly.

Your first purchase

The first time an account buys licenses, it goes through Stripe Checkout to pay. The licenses unlock as soon as the payment is confirmed, and that day becomes the account's monthly bill date.

Adding licenses: charged now, prorated

Adding endpoints or seats takes effect right away. You are charged today only for the rest of the current billing period (prorated), and the new licenses are usable immediately. Licenses you already have are not billed again. From the next bill date, the full new quantity is billed.

Proration follows the monthly total: the charge today is the difference between the new monthly total and the old one, times the share of the billing period that's left. For endpoints, that uses the volume rate for the new quantity.

Example: on a $2 endpoint plan, adding 10 endpoints halfway through the month adds $20 to the monthly total, so today's charge is about $10.

Removing licenses: at the next bill date

Lowering a quantity never charges anything today. Your current licenses stay until the next bill date, and the lower quantity and price start then. The rest of the current period is not refunded or credited.

For endpoints, the next bill uses the volume rate for the new count. For example, going from 6,000 to 4,000 endpoints moves you from $1.75 to $2.00 per endpoint at the next bill date.

Removing a whole system

Setting one system to zero (for example, removing all Keyring seats) cancels just that system's seats at the next bill date. The other systems stay on the subscription.

Cancelling the subscription

Cancelling takes effect at the next bill date. Nothing is charged today, and everything keeps working until then. After the bill date, the account returns to the free plan: one endpoint, twelve hours of remote use a day, and no paid seats. To finish converting to Free, the account must be at or under one endpoint, so delete the extra endpoints.

The account owner's Account-Owner Unified Access also ends at that bill date, when the paid endpoints come off.

Converting to Free right away

From the billing page, an account can also convert to Free immediately. That cancels the subscription now, removes the paid licenses (Ticketing technicians, Keyring Keymasters, and OptaMeet seats), and moves the workspace to the free plan. Endpoints are not deleted, but the account must get down to one endpoint.

Invoices and receipts

Every charge has a Stripe invoice. Invoices, receipts, and the card on file are in the billing portal, which you open from the billing page.

Changing the card

Update the payment card in the billing portal, opened from the billing page in Optanik, Keyring, or Optanik Support.

Who can change billing

The workspace owner, and members who were given the Billing permission, can buy, change, and cancel. OptaMeet seats can only be managed by the workspace owner.

Pending changes

When a decrease or cancellation is scheduled for the next bill date, the billing page shows it as a pending change, with what the next bill will be.