This guide provides a comprehensive overview of the IUSign billing architecture, including tier management, seat utilization, and invoice retrieval.
Prerequisites
- Assigned Owner role (Primary Admin) within the tenant.
- Access to the organizational billing dashboard.
Strategic Overview
IUSign utilizes a tiered subscription model designed to scale with organizational growth. Billing is centralized at the Tenant level, allowing for the consolidation of all user licenses, transaction volumes, and premium feature access into a single financial account. For enterprise-scale organizations, the billing module provides the transparency required for cost-allocation, budget forecasting, and ensuring uninterrupted service for critical document workflows.
Subscription Tiers and Functional Scaling
Access to specific IUSign features is governed by the active subscription tier:
| Tier Category | Primary Target | Key Differentiators |
|---|---|---|
| Free | Individual Testing | Single user, baseline features, limited volume. |
| Solo | Independent Professionals | Unlimited envelopes, Public Links, custom branding. |
| Growth | Small to Mid-Size Teams | Multi-user support, Bulk Send, advanced filtering. |
| Enterprise | Large Organizations | API integration, SSO, custom retention, dedicated support. |
Operational Billing Management
1. License (Seat) Management
For multi-user tiers (Growth and Enterprise), billing is primarily driven by the number of active Seats.
- Provisioning: Adding a new team member consumes one seat.
- Reclamation: Deactivating a user frees up a seat for re-assignment.
- Scaling: You can increase your seat count at any time via the Subscription module; charges are pro-rated for the current billing cycle.
2. Transactional Volume and Overages
While many tiers offer unlimited envelope volume for standard use, the platform monitors for high-volume anomalous activity to ensure system stability. Enterprise tiers can negotiate custom volume limits tailored to specific high-throughput use cases (e.g., millions of automated dispatches via API).
3. Financial Repository (Invoices)
The Billing History module serves as the immutable repository for all organizational transactions:
- Retrieval: Download high-resolution PDF invoices for corporate accounting.
- Payment Instruments: Securely manage and update the primary credit card or wire transfer details associated with the account.
Strategic Considerations for Administrators
- Pro-Rated Adjustments: When upgrading plans or adding seats mid-cycle, IUSign automatically calculates a pro-rated charge, ensuring you only pay for the time the premium features were active.
- Auto-Renewal: By default, subscriptions are set to auto-renew to prevent service interruption for active signing links and API integrations.
- Tax Compliance: Ensure your organization's legal name and VAT/Tax ID are correctly specified in the Billing Profile to ensure accurate invoice generation.
Diagnostic and Resolution Protocols
| System Exception | Probable Cause | Resolution Protocol |
|---|---|---|
| Subscription "Suspended" | Payment failure | Update the primary payment instrument immediately to re-activate the tenant. |
| Missing Premium Features | Tier mismatch | Verify that your Current Plan includes the specific feature (e.g., Bulk Send requires Growth+). |
| Duplicate Charges | Seat adjustment | Review the pro-rated adjustments in your latest invoice before contacting support. |