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Your plan: trial, paying, moving up and cancelling

Know what each plan includes, pay for one through PayFast, move up or cancel when you need to, and see what happens when a trial ends or a payment doesn't go through.

The three plans

Every plan is billed monthly. The plan belongs to the business and decides its tools, its logins and its AI Quick Logs.

  • Solo — R79 a month. One login for the owner, and a free one for your accountant (every plan has that). Log money in and out, Quick Log, bank statements, cash-ups, quotes and invoices, your price list, the Diary, time and travel, Profit & Loss, the Tax Jar, provisional tax and the annual return. 150 AI Quick Logs a month.
  • Team — R149 a month. Everything in Solo, plus up to 5 staff logins, the Staff Register, Pay Run, Leave and Advances, purchase orders, supplier invoices, remittances, customer statements, both Age Analyses, the Tax-ready check (what's missing before your accountant or eFiling), repeating invoices, employees' tax (EMP201 and EMP501) and the Dept of Labour returns. 500 AI Quick Logs a month.
  • Complete — R229 a month. Everything in Team, plus as many staff logins as you need, the VAT201 and unlimited AI Quick Logs.
💡Look after more than one business? Each one has its own trial and its own plan.

Your free trial

A new business starts with a 14-day free trial of Complete, so every tool is open and nothing is charged. Your dashboard counts down the days, for example "Free trial · 9 days left".

  • Documents and reports you download or share during the trial are stamped "TRIAL — NOT FINAL". The stamp goes once you pay for a plan.
  • When three days or fewer are left, the owner gets an email saying so.
  • If the trial ends before you choose a plan, the business goes read-only until you do. See "When the business is read-only" below.

Choose a plan and pay

  1. On your dashboard, tap "Business Hub", then the "Your plan" card. The trial countdown and the read-only notice open the same page.
  2. Under Choose your plan, tap a plan to see what it includes.
  3. Tap the Pay button, for example "Pay R149/mo with PayFast". Worklog takes you to PayFast's own page.
  4. Pay on PayFast. You come back to Worklog, which waits for PayFast to confirm the payment — usually a few seconds — and then shows "You're on Team".
  • Only the business owner can choose, pay for or cancel a plan.
  • If PayFast takes longer, your dashboard shows the new plan once the payment is through, usually within a minute.
  • Left PayFast's page without paying? Worklog shows "No payment made", and nothing was charged.
💡Look after more than one business? Check the name under Choose your plan before you pay or cancel.

Move up to a bigger plan

Move up at any time: open "Your plan", tap the bigger plan and pay the same way. It starts as soon as PayFast confirms the payment, extra AI Quick Logs included.

⚠️Moving up stops your current debit order first, so you're never billed for two plans. If you don't finish paying, your current plan won't renew — you keep it to the end of the month you've paid for. To finish moving up, choose the bigger plan again and pay.

Move down or cancel

To move to a smaller plan, cancel first, then choose the smaller plan once the month you've paid for ends. Everything you've captured stays, but you can't add new records in tools the smaller plan doesn't include.

  1. Open "Your plan" in the Business Hub.
  2. At the bottom, tap "Cancel my plan". It only shows while you're paying for a plan.
  3. Read the note, then tap "Yes, cancel my plan" — or "Keep my plan" to leave it as it is.
  4. Worklog stops the debit order with PayFast and shows "Your plan is cancelled", with the date you keep your plan until.

No further payments are taken. Your plan works as before until that date, and your dashboard shows the date with "won't renew" beside it. After it, the business is read-only: your records stay yours to view and download, but you can't add or change anything until you choose a plan again.

If a payment doesn't go through

If a monthly payment hasn't reached Worklog by the end of the month you paid for, your dashboard shows "We couldn't process your last payment" and the owner gets an email. Make sure the account or card PayFast debits has money in it. You keep full access for 7 more days.

After those 7 days the business goes read-only. Worklog has no screen for changing your card: to carry on, tap "Start a plan again →" on the notice and pay through PayFast again.

When the business is read-only

Read-only means you can still open, view and download everything, including the full copy under "Your data" in the Business Hub, but you can't add or change records.

  • Save buttons change to "🔒 Choose a plan to save changes", which opens Your plan.
  • On a phone, the "✨ Log" button opens Your plan instead of Quick Log.
  • Once PayFast confirms a new payment, you can add and edit again.
  • How long Worklog keeps a read-only business's records is explained in Download or delete your records.

Billing history

  1. On your dashboard, tap "Business Hub", then "Billing history".
  2. Each payment shows its amount, the date, its PayFast reference and whether it was Paid, Failed, Cancelled or Pending.
  3. Each paid one has 📄 PDF and 📊 CSV / Excel buttons for its receipt. The buttons at the foot of the page give you the whole history.

Only the owner sees Billing history. Your payments also show in your PayFast account.

Related guides
Set up your business →Find everything in the Business Hub →How many AI Quick Logs you get →Download or delete your records →Invite someone to your business →
Still stuck? Open the in-app help assistant, or email us at hello@worklogsolutions.co.za.
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