Complimentary plans
Give an organisation full access at $0, with a reason and an optional end date, and remove it when it no longer applies.
1 min readLast updated
Applies to: iComply staff only · iComply Super admin, iComply billing
A complimentary plan is full access at $0 with no invoices, trial clock or billing reminders. Clubs and charities move to the Organisation tier. Only a Super admin grants or removes it; Billing sees it on Billing.
How to grant one
- Step 1: Open Organisations and select the organisation (or tick Complimentary plan when you create it).
- Step 2: Under Complimentary plan, enter the Reason (written to the audit log), at least 5 characters.
- Step 3: Optionally choose Ends on.
- Step 4: Select Grant complimentary plan.
What happens next
- Its billing state shows Complimentary. It isn't counted in revenue on Billing.
- On the end date it moves back to the normal billing state by itself.
- To end it early, select Remove complimentary plan with a reason. It then shows as Trial ended, unpaid until you record an invoice.