---
title: "Managing Your Subscription and Billing: A Complete Guide"
description: In this section, you'll find everything you need to know about accessing your billing information, making payments, and important terms.
---

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1. [Federal Compass Help Center](https://knowledge.federalcompass.com/?hsLang=en)
2. [Payments/Billing](https://knowledge.federalcompass.com/payments-billing?hsLang=en)

# Managing Your Subscription and Billing: A Complete Guide

## In this section, you'll find everything you need to know about accessing your billing information, making payments, and important terms.

### **Accessing Subscription and Billing Settings**

To manage your subscription and billing, you’ll need to navigate to the correct section in your dashboard. Follow these steps:

1. Login in to your dashboard
2. Go to **Settings** in the dashboard
3. Click on **Platform Settings**
4. On the left sidebar, scroll down to the bottom and select **Subscription & Billing**

This page is only accessible to admins. If you do not have admin access, you will not be able to view or make changes to the subscription and billing settings.

### **Subscription & Billing Overview**

Once you access the **Subscription & Billing** page, you’ll see an overview of your account’s billing details. Here’s what each section includes:

### 1. Upcoming Invoices

At the top, you’ll find your **Upcoming Invoice**, which displays:

- The **total amount** due for the next billing cycle.
- The **renewal date**, showing when the amount will be charged.

This section also notes that the amount **includes any scheduled price increases and estimated sales tax, where applicable**, and may change if there are updates to your subscription.

You’ll also see an option to click **View Contracts/Invoices** to access past invoices.

- Clicking on **View Contracts/Invoices** will open a list of all invoices from previous years. Each invoice includes: 
    - Download Invoice (PDF format)
    - Invoice Number
    - Invoice Date
    - Amount

If you notice a missing year in your invoice history, you can reach out to the support team for assistance. (Support contact details will be listed at the bottom of this guide.)

### 2. Current Subscription

Below the invoice section, you’ll find **Current Subscription** details. This section confirms:

- Your subscription is set to auto-renew (check your contract for renewal terms).
- On the left side, you’ll see the details of your subscription.
- On the right side, you’ll see the total annual cost for each product/feature. The total amount due for renewals will also be displayed at the bottom of that chart.

### 3. Additional Features & Products (Self Service Upgrade)

Below your **Current Subscription**, you’ll find the **Additional Features & Products** section. This is where you can explore and purchase **add-ons** or **upgrades** directly from your dashboard.

#### **How It Works**

- On the left side, you’ll see a list of available **features**.
- On the right side, you’ll see options to either **try** or **purchase** the feature.
- When you complete a **self-service upgrade**, you will receive an **automatic email confirmation** of the change.
- For **questions about self-service upgrades**, contact information is provided below.

#### **Trying or Purchasing a Feature**

- **Try**: Click **Try** to start a **14-day free trial**. After 14 days, the feature will automatically be **added to your account and billed** unless canceled before the trial ends.

- **Important Notes on Subscription Upgrades**: 
    - If you do **not** cancel a trial before the 14-day **period ends**, the features will automatically be included in subscription, and you will be charged. 
          - Any **subscription upgrade** you make can be **canceled within 30 days** of the change.
          - After **30 days**, the upgrade will remain active for the duration of your subscription term. 
                  - It will be added to the upcoming auto renewal subscription plan.

- **Purchase**: Click **Purchase** to add the feature to your subscription immediately.

Additionally, any feature you **already have** in your subscription will be labeled as **“included/purchased”** instead of giving the purchase or trial option.

### 4. Payment Information

We accept **ACH/wire transfers** and **credit card payments** (note: credit card payments include a **3% processing fee**, some states are excluded from this). An **active payment method** is required on your account at all times. Once a payment method is added, you can edit it if needed, but there must always be a valid payment method on file.

We partner with a **PCI-compliant third-party payment processor** for secure transactions. We do not collect or store your **credit card** or **banking information** directly. 

1. **Federal Identification Number**  
   83-1843314
2. **Check Payments**  
   Please make payable to: Federal Compass, Inc.  
   Mailing Address: 2311 Wilson Blvd Suite 630 Arlington, VA 22201
3. **ACH/Wire Transfer**  
   Beneficiary: Federal Compass, LLC  
   Routing number: 121042882  
   Account number: 9380754227  
   Reference: \<order no.\>

### **5. Billing & Subscription Terms**

For details on billing and subscription terms, please refer to your contract.

#### **Payment Terms**

- Payment is **due upon receipt** unless otherwise specified in your agreement.

#### **Subscription Renewals**

- The agreement **automatically renews** for **one-year terms** unless canceled in writing before the renewal date.
- Admins will receive **reminder emails** leading up to the renewal date.

#### **Subscription Cancellations**

- **Cancellations must be submitted in writing** before the renewal date (refer to your contract for specific requirements).
- **Late Cancellations**: if the cancellation requirements are not met, customers may be eligible for **late cancellation**. 
    - This requires signing a **cancellation agreement** and paying **50% of the current term’s amount**.

#### **Delinquent Payments**

- If payment is not received on time, the provider reserves the right to **suspend platform access** after notifying the customer.
- Suspension **does not** release the customer from payment obligations.
- If payment remains outstanding, the provider may require **immediate full payment** of the remaining balance for the current term.

#### **Payment Method Requirement**

- Customers must maintain a **valid credit card or ACH payment method** on file at all times.
- If a valid payment method is not maintained, the provider may suspend platform access.

#### **Sales Tax**

- Applicable state and local sales tax may be added to your invoice.

#### **Late Fees**

- A **10% late fee** may be applied to invoices **more than 30 days past due**.

For a complete overview of our terms, you can find our full Terms of Service here [https://www.federalcompass.com/terms](https://www.federalcompass.com/terms). 

### Contact Information

For any billing or subscription-related questions, please reach out to:

- **Billing Support:** [accounting@federalcompass.com](mailto:accounting@federalcompass.com)
- **Customer Support:** [support@federalcompass.com](mailto:support@federalcompass.com)

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