Billing & Usage

When databases exceed plan thresholds, tracking record counts helps administrators make timely adjustments before merging activities pause.

Dedupely never automatically upgrades your subscription or charges your card when your CRM record limit is reached, or a payment fails. Any plan adjustments must be manually reviewed and confirmed by an administrator.

How to access Billing & Usage settings

1. Click the profile icon in the top-right corner.
2. Select "Company Settings" from the dropdown menu.
3. In the left menu, click on "Billing & Usage."

Managing subscriptions

"Your Plan" displays active subscription details, current billing frequency, and real-time CRM record counts:

• CRM Record Tracking: The usage bar shows total CRM records connected to Dedupely against active plan limits.
• Plan Upgrades: Click "Upgrade Plan" when you go over your record limit. Dedupely shows you the tier your record count falls into; the change only happens once you confirm it.
• Yearly Billing: Click "Switch to yearly billing" to apply a 20% discount to your subscription.
• Plan Cancellations: Click "Cancel Plan" to turn off auto-renewal. Full access remains active until the end of the current billing period.

What happens when CRM record limits are exceeded?

• Duplicate Searches, duplicate matching, scans, merge rules, previews, and auto match remain fully functional.
• Merging records pauses temporarily, until an admin manually confirms a plan upgrade.
• The tier Dedupely suggests is based on the total record count across all synced objects.

Invoices, Tax ID, and Payment Methods

• Invoice History: View past billing dates, amounts and payment statuses. Click the eye icon next to any invoice to open a receipt directly in the browser.
• Tax ID: Click"Add" under Tax ID to include official tax identification numbers on future invoices.
• Cards on File: View saved payment methods and expiration dates. Click "Add card" to store new credit cards, or set a primary card as the default payment method.

FAQs about Billing & Usage

• Can standard team members view billing details? No. Billing & Usage settings are restricted to admin-level users.
• Does Dedupely charge automatically when record limits are reached? No. Dedupely doesn't issue automatic charges upon reaching record limits. Merging pauses until an admin manually confirms a plan upgrade.
• What happens when a subscription is cancelled? Full access and functionalities are still available until the end of the billing period.
• Can I view past invoices? Yes. On the right side "Invoice History" panel, click the eye icon beside the invoice you want. A PDF will open directly in your browser.

Mentioned in this article: Company Settings and My Account.