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Must know
  • Your trial ends on the Next charge date on the Current plan card. While you are trialing, Settings > Organization > Overview also shows the deadline.
  • When the trial ends, your plan becomes active on its own and your first invoice is charged on the date shown or the day after. There is no reminder email before it ends.
  • Clubs that Uplifter set up start without a payment method on file and must add one before the trial ends. Clubs that signed up themselves added one at signup.
  • If the first charge fails, your club goes Past due and a 30-day grace period starts.
A new club on a paid plan gets a 30-day free trial, counted from the day the club is created, with full access and no charge. Uplifter can move a trial end date, so the date in your account is the one that counts. If you signed up yourself, the signup review page showed your trial end date and the price you will be billed after it. Where to see your trial end date. Two screens show it:
  • Settings > Billing & Usage > Subscription Billing: the Current plan card shows Next charge with a date. While you are trialing, that date is your trial end. The large price is what you pay each billing cycle (the yearly amount if you pay yearly), before credit and tax.
  • Settings > Organization > Overview: the Subscription card shows your plan with a Trialing badge and a Next billing date. It also says “Your club is on a 30-day trial. Add a payment method before [date] to keep your plan.” with a Go to billing link. It stays until the trial ends, even with a payment method on file.
1

Check your payment methods

On Settings > Billing & Usage > Subscription Billing, check whether the Payment Methods card says No payment methods on file.
2

Add a payment method if you need one

Select Add Payment Method. You can add a card, a digital wallet or a bank account, depending on what your club can use. If you signed up yourself, your signup card is saved, so just check it has not expired.
3

Let it convert

Once the trial end date passes, your plan becomes active and the first invoice is raised and charged, on the date shown or the day after. When the charge goes through, your admins get a confirmation email.
What goes on the first invoice. Referral credit and Uplifter account credit are applied first. If credit covers the whole invoice, it is marked paid and no payment method is charged. Canadian clubs also pay sales tax for their province (GST/HST, PST or QST), named in the confirmation email. If the charge fails. Expired payment methods are skipped, and each remaining one is tried in turn. The charge fails only when every method is declined or none is valid. Your club is then marked Past due, admins get a payment failed email, and a Payment required banner with Retry Payment appears in the admin dashboard. Adding a payment method retries your unpaid invoices. See What happens when my subscription payment fails?. Switching to Free. Moving a trialing club to the Free plan ends the trial right away with no invoice. A later move back to a paid plan is charged as a normal upgrade. Related: How do I add, remove, or set a default payment method? · What happens when my subscription payment fails? · What is my billing anniversary and renewal date? · What plans and free trial does Uplifter offer?