Track your subscription and refer a company
View your plan, your usage and your invoices, update your payment method, and recommend The Big One to another company with your referral code.
The video for this guide is coming soon.
The "Subscription" page shows where your company's account stands: its plan, the next due date, what you use and your invoices. The "Referral" page gives you a code to share with another company. Use this article to find an invoice, change your card or recommend the software. Allow 3 minutes.
Your personal account (email, password, language) is set elsewhere: see Manage your account.
Read the Subscription page
Step by step
- 1
Open the Settings › My company › Subscription menu.
- 2
Read the top line: it gives your plan and the billing frequency, monthly or yearly.
- 3
Go through the boxes on the page.
| Box | What it shows |
|---|---|
| "Plan" | The name of the plan and its status |
| "Next due date" | The date of the next payment and the billing frequency |
| "Payment method" | The button to manage the card, the direct debit and the billing details |
| "Usage" | What you use, compared with the quotas of your plan |
| "Invoices" | The invoices for your subscription, to download |
The status of the plan takes one of these values:
| Status | What it means |
|---|---|
| "Trial period" | You are trying the software; the trial end date is written in the box |
| "Active" | The subscription is running |
| "Unpaid" | A payment did not go through |
| "Cancelled" | The subscription has stopped |
Track your usage
The "Usage" box compares what you use with the quotas of your plan.
It has one row per quota: "Users", "Managed properties", "Client companies", "Reports per month" and "Storage (MB)". Each row gives what is used, then the limit of the plan, with a bar that fills up.
Update your payment method
Step by step
- 1
Open the Settings › My company › Subscription menu.
- 2
In the "Payment method" box, click Manage my payment. The payment portal opens.
- 3
Change your card, your direct debit or your billing details in this portal.
- 4
Come back to The Big One.
Download a subscription invoice
Step by step
- 1
Open the Settings › My company › Subscription menu.
- 2
Scroll down to the "Invoices" box.
- 3
On the invoice's row, click the "Download" icon. The invoice PDF opens in a new tab.
- No invoice yet? The box shows "No invoices yet."
Recommend The Big One to a company
You are rewarded when the recommended company subscribes.
Step by step
- 1
Open the Settings › My company › Referral menu.
- 2
In the "Your code" box, click Copy. The message "Code copied." is shown.
- 3
To send a ready-made message, click Copy the message under "Message to share". The message "Message copied." is shown: paste it into an email or a message.
- 4
For The Big One team to contact the company on your behalf, fill in "Company name" and "Contact email" in the "Recommend a company" box.
- 5
Click Recommend. The message "Thank you! The Big One team will contact this company." is shown.
The "Your recommendations" box tracks each recommended company:
| Status | What it means |
|---|---|
| "Recommended" | You have passed on its contact details |
| "Account opened" | The company has opened an account |
| "Subscribed" | The company has subscribed |
| "Reward paid" | Your reward has been paid to you |
| "Not pursued" | The recommendation did not lead anywhere |
Frequently asked questions
Who can see the subscription and the invoices?
Administrators only. A manager who opens the page reads "This page is reserved for the company's administrators."
What happens if a payment fails?
A banner is shown on the Subscription page and asks you to update your payment method. Without settlement within the time stated, your workspace becomes read-only; your data is kept.
Where do I change my bank card?
In the "Payment method" box, with the "Manage my payment" button. The card, the direct debit and the billing details are managed in the payment portal.
Can a manager refer a company?
Yes. The Referral page is open to administrators and managers.
How do I know where my recommendation stands?
In the "Your recommendations" box of the Referral page: each company has its status there, from "Recommended" to "Reward paid".