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If the card that pays for your izzytap plan is declined, nothing locks straight away. Your workspace keeps working while we retry the card, and we ask you to update it. Here is what happens and what to do.

When your free trial ends and you have not started a plan, your paid features pause. Nothing is deleted, and everything comes straight back the moment you subscribe.

The Plan and usage screen shows what you pay, your trial or subscription status, this month's AML and e-signature usage, and your storage, all on one page.

Almost everything in your plan is unlimited. Only AML screenings and e-signatures are counted each month, and you can add more with a one-off top-up.

Almost everything in your plan is unlimited. Only two monthly pools and your staff seats can run out. Here is what happens and how to get more.

Yes. You change your own plan from the Subscription page any time. Here is what you can do yourself, and what to do if you do not see a way to pay online.

Read the Subscriptions dashboard: the On free trial, Active plans, Past due and Not started tiles, and what each client row is telling you.

Plain-English meanings for every client subscription status: Not started, Trialing, Active, Past due, Paused, Canceled and Expired, plus the Change requested flag.

Manually set a client's paid plan live when they pay you by bank transfer, choosing the plan, billing cycle and paid-through date, with no card ever charged.

When a client asks to switch plans from their own subscription page, an amber Change requested banner appears on their subscription. Here is how to activate the new plan in one click, or dismiss the request and follow up your own way.

Cancel a client's subscription at the end of their paid period or straight away, understand what cancels at period end means, and bring a cancelled subscription back to life with Reactivate.

A client says buttons are greyed out or they cannot create anything new. This explains the difference between locked and read-only, why it happens (no active plan, or a lapsed one), and how to unlock them again.