Billing Plans & Promo Codes

For company admins — understanding your billing

Where: Company → Settings → Billing Plan tab

Your Billing Plan tab shows:

• Your current subscription plan name and price.
• Your billing contact email.
• Any promotional code applied to your subscription, including its start date, end date, and whether it is currently active.

Important: Billing subscriptions are created and managed by Actnation platform administrators. If your company needs a subscription created or modified, contact your Actnation account manager or use the Help tab in Settings.

Viewing and downloading invoices

1. Go to Company → Payments → Invoices.
2. Find the invoice you need.
3. Click Download to open the PDF — it includes invoice number, billing period, recipient, and total amount.

How promo codes work

If your company has been assigned a promotional code:

• The discount applies automatically to invoices generated while the promo code is within its active date window (start date to end date in UTC).
• The Billing Plan tab shows whether the promo is currently active or has expired.
• Expired promo codes remain visible for reference but no longer apply discounts.

For platform admins — managing promo codes

Where: Admin portal → Promo Codes

1. Search: Use the search field to find codes by code value. Use pagination for additional results.
2. Create: Click Create Promo Code, complete the drawer form (code, description, discount value, active date range, usage cap), and save.
3. Edit: Click the row action → Edit. The same form opens.
4. Delete: Click the row action → Delete. Deletion is blocked if the code is currently linked to one or more companies.

Notes:

• Each company can have one linked promo code at a time.
• A single promo code can be linked to multiple companies.
• Usage is capped by Max Usages — the platform tracks usage count automatically.
• DeactivatePromoCodesJob runs nightly and marks expired codes as inactive.

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