Billing

How to Manage Your Billing and Subscription


Your free trial gives you access to set up your profile and scan for funding matches. To draft your first application, you will be prompted to upgrade to a paid account.

This guide explains our subscription model, the upgrade process, your payment options, and how to manage your subscription.

Key Subscription and Pricing Details


Here are the key details about how Fundsorter's subscriptions work.

  • Pricing Model: Pricing is per organisation per calendar month, not per user.
  • User Access: You can have up to five users in your account.
  • Full Access: All subscriptions receive access to the full Fundsorter product suite.
  • Currency & Tax: All prices are in New Zealand dollars (NZD) and exclude GST.
  • Subscription Terms: Organisations choosing to pay by credit card can sign up for monthly subscriptions. Organisations choosing to pay by invoice can sign up for monthly, quarterly, or annual subscriptions. For either payment type, a monthly subscription is the minimum term.
  • Payment: Subscriptions are payable in advance and are recurring until cancelled.
  • Cancellation & Refunds: To provide flexibility, we offer monthly, quarterly, and annual terms. Please note that subscriptions are non-refundable, and no refunds or credits are offered for partially used subscription periods or for early cancellation. If you cancel, your subscription will remain active until the end of your current paid term (e.g., at the end of the month, quarter, or year).
  • Fair Use: A fair use policy applies. Please refer to our Terms & Conditions for further details.

Upgrading to a Paid Account


Understanding Your Pricing Tier

Fundsorter's pricing is tiered based on your organisation's annual expenditure, as defined by New Zealand Charities Services.

Our system will identify your tier using the Charities Number information you provided during sign-up. You can find more information on the tiers here: https://www.charities.govt.nz/reporting-standards/which-tier-will-i-use

We recommend you check that your tier is correct. You can confirm your organisation's annual expenditure by searching the Charities Register: https://register.charities.govt.nz/CharitiesRegister/Search

If you believe your tier is incorrect, please email us at accounts@fundsorter.com and we will assist you.

A Note for Tier 1 & 2 Organisations: We know there are some larger organisations that don’t source much income from grant funding, and some smaller organisations that do. Our goal is to understand your specific circumstances so we can find an affordable, reasonable price based on your needs. Please contact us at accounts@fundsorter.com if you wish to discuss your organisation's circumstances.


Payment Options


You will be presented with two payment options: Credit Card or Pay by Invoice.

  • Credit Card
    • Pay monthly with your credit card. Your account will be activated immediately after payment.
    • Features: Automatic monthly billing, Secure payment processing, Cancel anytime.
  • Pay by Invoice
    • We'll send you an invoice via email. Your account will be activated when the invoice is sent.
    • Features: Monthly, quarterly, or yearly invoicing; 7-day payment terms; Perfect for organisations.

Important: When selecting 'Pay by Invoice', please be sure to select your preferred billing frequency (monthly, quarterly, or annual).

How to Manage Your Subscription


Applying a Discount Code

If you have a discount code, it should be applied during the 'Upgrade to a Paid Plan' process. The discount will be applied automatically. If you have any queries about your discount code, please email accounts@fundsorter.com.


Changing Your Payment Method, Term, or Tier

If you need to make changes to your subscription, please email us at accounts@fundsorter.com. This includes:

  • Changing from Credit Card to Invoice (or vice versa)
  • Changing your invoicing term (monthly, quarterly, annual)
  • Updating your pricing tier

How to Cancel Your Subscription


You may cancel your subscription at any time. As noted, cancellations take effect at the conclusion of the term you have paid for (monthly, quarterly, or annual). There are no refunds or credits for partially used subscription periods.

The cancellation process is different depending on your payment method.


For Credit Card Customers

Customers paying by credit card can manage and cancel their subscription directly in the app.

  1. Click the 'More' button in the top-right corner of the app.
  2. Select 'Manage Account' from the dropdown menu.
  3. Click on 'Manage Subscription'. This will take you to your secure subscription details.
  4. You can edit your payment details or click the 'Cancel Subscription' button in the top-right corner.

For Invoice Customers

Customers who pay by invoice must request cancellation via email.

  1. Click the 'More' button in the top-right corner of the app.
  2. Select 'Manage Account' from the dropdown menu.
  3. You will see a message: 'If you need to manage your subscription, please contact support.'
  4. Click the 'contact support' link (which opens an email to help@fundsorter.com) and send us a message with your cancellation request.