How to update your billing details in Pascal

Environments originated from the Microsoft Azure Marketplace, cannot edit any billing information. This needs to be done via the subscription page in the Microsoft Azure SaaS solution.

Overview

The Subscription page can be found in the organisation settings, in which information such as the Current usage, Discount scheme, and My plan is located. At any time, you can change the Screening categories you want to be available in your plan, and watch a full breakdown of the current usage of searches performed and cases created. Further information can be read in How to change your products article.

In addition, the Billing details can be also found underneath the Subscription page in the Settings. Here, the Invoice information and the Payment method can be viewed and updated when needed, Invoices are displayed, and Notification emails preferences can be set.

Each billing period starts and ends on the first day of the month and an invoice is sent via email on the preferred invoice date.

When using a free account, the Billing details page looks quite different, for information on the Billing details page in a free account, read the How to upgrade your organisation to paid article.

Please note that accounts who agreed to a separate contract, will not receive generated invoices like Premium accounts from Pascal directly, and are unable to change their plan. Enterprise accounts are also unable to see invoices, payment methods and notifications in the Pascal application.

Updating billing information

In the Billing details page, the Invoice information card is located at the top part of the screen. Here, you can update the billing address, and provide a tax id. Below the editable fields, some information about the tax, validated tax id and applied tax rate are displayed.

If your organisation is located outside of the EU, tax is not handled and the applied tax is 0%, regardless of the valid or blank tax id provided. If your organisation is located inside the EU, the corresponding tax rate of your country is applied. When a valid tax id has been provided, the applied tax is 0%.

The Payment method card, shown on the left side, displays your current active payment method type and details. If needed, the Change payment method button on the right side can be pressed to update your Payment method if needed.

In the Notifications emails card at the bottom of the screen, notifications can be turned on or off for the following events:

When credits have expired.

When a certain threshold has been reached.

A soft threshold can be defined, which will trigger a notification when reached, but will not impede Pascal from continuing to operate.

Who will receive these notifications, can be set in the Receiver(s) field to the right. Here, the notifications can be sent to the following user roles: Billing manager, Admin and, Owner. Notification email can also be sent to specific users by entering their email address.

If any changes have been made to these settings, the Save button at the bottom of the page should be selected.

Updating or adding a payment method

Your Pascal environment needs a payment method to stay active. Even if there are credits available to cover the invoices, a payment method is needed for the platform. If no valid payment method is provided the Pascal platform will deactivate after 90 days. The environment cannot be accessed anymore unless a valid payment method is provided, then the platform will activate again, and all your cases and settings will still be there. If no payment method has been provided after the Pascal platform has been deactivated for 90 more days, the Pascal platform will be deleted.

This is why it is very important to provide a valid payment method at the start of using Pascal, and to update the payment method when needed. Updating or changing your payment method can be done by navigating to the Payment methods card in the Billing details section in the Settings. Once there, two types of methods are available to add to the platform: SEPA Direct Debit and Credit card. A payment method can be added by selecting the Add or Change button in the respective payment option. In the dialog that opens, you can follow the steps to add and confirm the payment method.

This documentation, including images, videos and text, is accurate as of Version 7.3 of Pascal.

We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to the latest release notes and to use the feedback mechanism for any discrepancies or requests for clarification.