Billing and Accounts

How to Manage Your Billing and Subscription


Your free trial gives you access to set up your profile, perform two scans for funding matches, and draft one application. To unlock the full list of matches and manage your subscriptions, you will be prompted to subscribe 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.
  • Included in every paid subscription: matching, application drafting and application tracking.
  • Annual plans also include: an extended 12-month match window for long-term planning, unlimited use of the Funding Ideas Generator and Browse Database.
  • Currency & Tax: All prices are in New Zealand dollars (NZD) and exclude GST.
  • Subscription Terms: 
    • A one-month subscription is the minimum term.
    • Quarterly subscriptions are available.
    • Monthly and quarterly subscribers get one Funding Ideas generator session every 30 days. If you've used yours, we'll tell you how many days are left before the next one.
    • Annual subscriptions: Sign up for an annual term to receive a 20% discount on the standard cost. Annual plans also include an extended 12-month match window for long-term planning and unlimited use of the Funding Ideas Generator and access to Browse Database.
  • 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 pay by card and cancel, your subscription will remain active until the end of your current paid term (for example, the end of the month, quarter or year). If you pay by invoice, it ends when you cancel.
  • Fair Use: A fair use policy applies. Please refer to our Terms & Conditions for further details.

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.

For organisations with annual expenditure less than $40,000 per year, we offer a Micro Tier pricing - this can be selected when signing up to a paid account.

  • Micro Tier: Expenditure of $40,000 p/a or less
  • Tier 4: Expenditure of $40,000 to $140,000 p/a
  • Tier 3: Expenditure of $140,000 to $5,000,000 p/a
  • Tiers 1 & 2: Expenditure of $5m p/a or more

We recommend you check that your tier is correct. If it's not, please email us at [email protected].

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 [email protected] to discuss your organisation's circumstances.

Additional resources about tiers:


Payment Options


When you're ready to subscribe to a paid account, click on Manage Organisation in the main navigation, and then the tab called Accounts. You will be presented with two payment options:

  • Credit Card
    • Pay monthly, quarterly or annually with your credit card. Your account will be activated immediately after payment.
    • Selecting an annual frequency will automatically apply a 20% discount to your invoice.
    • Features: Automatic billing, secure payment processing.
  • Pay by Invoice
    • We'll receive a Fundsorter invoice via email. Your account will be activated when the invoice is issued.
    • Features: Monthly, quarterly, or yearly invoicing; 7-day payment terms.
    • Selecting an annual frequency will automatically apply a 20% discount to your invoice.

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 [email protected].

Changing Your Payment Method, Term, or Tier


Click the Manage Organisation button in main navigation, then click the Accounts tab for a complete overview of your subscription.

Note: Upgrade to an annual subscription to receive a 20% discount compared to the standard subscription price. Follow the below instructions to change Billing Frequency to annual - the system will automatically update your plan, including crediting any remaining time on your current subscription to the annual plan. 

  • Subscription Overview: View your current plan, payment method (Stripe or Invoice), and billing frequency.
    • Organisations on the free trial can upgrade to the paid plan by selecting the correct tier and subscription term.
    • If your organisation's tier is incorrect or has recently changed, click the Change Tier button.
    • If you would like to change your billing method from invoice to Stripe, or from Stripe to invoice, click the relevant button and the change will automatically be applied.
  • Billing Information: Click to edit your Legal Name, Billing Email, Contact Name, Phone, Tax Registration Number, and Address.
  • Cancel Subscription: You can cancel your subscription at any time using the option outlined below.
  • Payment History: You can view and download past invoices in the Payment History section. Use the filters to sort by billing method or date range.

Not an admin?

Only Admins can manage billing. If you're a User and you hit a limit — for example, you've used all your scans — you'll see an Upgrade Required message with a Request Upgrade button. Clicking it emails every Admin in your organisation so someone with billing access can review the subscription. You can send that request once every 5 minutes.

How to Cancel Your Subscription


You can cancel your subscription at any time.

  1. Click Manage Organisation button in main navigation, then click the tab called Accounts.
  2. Click the Cancel Subscription button and follow the prompts.

If you pay by card, your cancellation takes effect at the end of the term you have paid for (monthly, quarterly, or annual), and you keep access until then. If you pay by invoice, your cancellation takes effect when you cancel, and access ends then.