Step 9: Purchasing a plan

Step 9: Purchasing a Plan


Purchase your plan from Lightyear on Vimeo.


Lightyear operates using a credit system, where 1 document = 1 credit. Regardless of the size of the bill or the amount of data being extracted, after your free trial period (or after you have bought a plan, whichever comes first) 1 bill will always cost 1 credit to process. Once your free trial has ended, you'll need to purchase a plan to continue Exporting Bills. To do this, head into the Billing Section.




If you are in a Child Account within a Parent/Child setup, you will not have access to the Billing section because your Parent account purchases the credits and looks after the transaction history. Therefore you need to log into your parent account for these options.

Adding a Payment Method

Once you're in the Billing section, hit the green Add Payment Method button. You'll be prompted to add a Payment Method before selecting a Plan



Lightyear accepts all major Debit and Credit cards. Enter the usual required info and hit Submit. If your payment method is accepted, a green banner at the top of the screen will confirm as such and you'll be taken back to the Billing Section. Select Choose Plan again to choose your plan.



Choosing a Plan

Lightyear offers two types of plan: Recurring monthly plans, or one-off bulk buy plans
  • Monthly Plans:  Effectively a no commitment subscription. Each month we'll bill your card and add credits to your account. Credits bought through a monthly plan expire at the end of each month, so don't purchase a plan with more credits than you need
  • Bulk Buy Plans: A one off payment for a fixed number of credits. Credits purchased under a Bulk Buy Plan expire after 6 months, but you can top up and purchase more credits at any time.

Prices shown above are Australian based prices. Your billing page will default to your local region in app.


Select the plan that best suits the volume needed for your business. Once you're happy, check the box to agree to the terms and conditions and select Update Plan. You're now ready to continue using Lightyear to export bills to your heart's content (or until you run out of credits or bills to export).


Overage

Lightyear's Overage Policy allows you to go over your monthly allowance if enabled.  This is a great feature for businesses that may have unexpected spikes in transactions or peak periods and do not want to change their base plan.  The overage policy will simply deduct that additional credits from your next billing cycle in addition to your standard plan.  The overage credits will be charged at the same rate as your average credit price on your current plan.  

To enable Overage, just click Enable in the Billing section of the app.


That's it! Congratulations! You've made the move to cloud, gone paperless and streamlined your processes. Why would you want to go back now?

Read on for more Tips & Tricks to help you get the most out of Lightyear.


2FA on Payments

Some banks may require you to authenticate your payment when purchasing a plan on Lightyear. This can be in the form of a push notification, text message or another method required by your bank.

After entering your card details in the Payment Method screen, you may be prompted to do this. If you cannot authenticate, the payment may fail.

If you have any issues with this, please reach out to our Support Team by clicking the grey '?' in the bottom left corner.



      

    Check out our
    to stay up to date

      • Related Articles

      • Step 5: Customise your settings

        After you've connected to your Accounting Software, you'll need to visit Company Settings and customise your Lightyear account. Simply select Settings > Company Settings from the options on the left of your Lightyear user interface. The options that ...
      • Step 7: Invite your team

        Change Management To ensure a successful Lightyear rollout, it's important you bring your staff on the journey. We recommend you follow the below steps to ensure a smooth transition: Build an Implementation plan - Pick a 'Go-Live' date (we recommend ...
      • Step 10: Tips and tricks

        Here are some Tips & Tricks to help you maximise efficiencies and make your experience smoother. Whether it be staying on top of the regular releases or tips that will make life easier, have a look below for some Lightyear life hacks. Get social ...
      • Step 3: Send a document into Lightyear

        Here, we'll take you through how to get your first bills into Lightyear and then what to do with them. Use the table of contents above to skip ahead to the section you need. Alternatively, you can watch this video: Get your first bill in from ...
      • Step 1: Connect your accounting software

        Lightyear is an award winning automation application, but ultimately you will want to get your payables data into your accounting software. In order to sync with your accounting software's suppliers, tax rates etc, and send your purchase data to your ...