Manage payment methods, view invoices, track usage, and understand your MongoDash billing

Billing Management

Manage your MongoDash subscription, payment methods, invoices, and usage tracking from the billing dashboard.

Accessing Billing

Click your workspace name in the top navigation.

Select Workspace Settings from the dropdown.

Navigate to the Billing section in the left sidebar.

Only workspace Admins can access billing settings. Editors and Viewers cannot view or modify billing information.

Billing dashboard showing current plan, usage, and payment methods

Current Subscription

Subscription Overview

Your billing dashboard shows:

Current Plan: Free, Team, Business, or Enterprise
Billing Cycle: Monthly or annual
Next Billing Date: When your next payment is due
Amount Due: Next invoice amount
Active Users: Number of billable users
Payment Status: Current, past due, or canceled

Subscription Details

View detailed subscription information:

{
  "plan": "Business",
  "billingCycle": "monthly",
  "users": 12,
  "pricePerUser": "$79",
  "subtotal": "$948",
  "tax": "$85.32",
  "total": "$1,033.32",
  "nextBillingDate": "2024-03-24",
  "paymentMethod": "Visa ending in 4242",
  "status": "active"
}

Modifying Subscription

Common subscription changes:

Upgrade/Downgrade Plan - See Upgrading Your Plan
Switch Billing Cycle - Change between monthly and annual
Add/Remove Users - Adjust team size
Cancel Subscription - Downgrade to Free plan

Payment Methods

Adding a Payment Method

Navigate to Billing > Payment Methods.

Click Add Payment Method.

Enter payment details:

Card number
Expiration date (MM/YY)
CVV security code
Cardholder name
Billing address (required for tax calculation)

Click Save Payment Method.

Optionally set as default for future charges.

Payment method form showing card details and billing address fields

Supported Payment Methods

Credit and Debit Cards:

Visa
Mastercard
American Express
Discover

Alternative Methods:

ACH bank transfer (annual plans, US only)
Wire transfer (Enterprise plans only)
Purchase order (Enterprise plans only)

We use Stripe for secure payment processing. Your card details are never stored on MongoDash servers.

Managing Payment Methods

Set Default Payment Method:

Go to Payment Methods
Click Set as Default next to your preferred method
All future charges will use this method

Remove Payment Method:

Go to Payment Methods
Click Remove next to the method
Confirm removal (cannot remove the last payment method if you have an active subscription)

Update Payment Method:

Click Edit next to the payment method
Update card details or billing address
Click Update to save changes

Payment Method Security

Security features:

3D Secure - Additional verification for high-value transactions
Fraud Detection - Automatic fraud screening
PCI Compliance - Industry-standard security
Encrypted Storage - Tokenized card storage via Stripe

Invoices

Viewing Invoices

Navigate to Billing > Invoices.

View list of all invoices:

Invoice number
Billing period
Amount
Status (Paid, Pending, Failed)
Issue date

Click any invoice to view details.

Invoice history showing dates, amounts, and payment status

Invoice Details

Each invoice includes:

Header Information:

Invoice number (e.g., INV-2024-001234)
Issue date and due date
Billing period
Your company details
MongoDash business details

Line Items:

Plan Subscription (Business Plan)
  12 users × $79/user/month                     $948.00

Add-Ons
  Additional Storage (200 GB)                     $20.00

Subtotal                                         $968.00
Tax (8.875% NY Sales Tax)                         $85.91
Total                                          $1,053.91

Payment Information:

Payment method used
Payment date and time
Transaction ID
Payment status

Downloading Invoices

Download invoices in multiple formats:

PDF - For accounting and record-keeping
CSV - For spreadsheet import
JSON - For programmatic processing

Open the invoice you want to download.

Click Download in the top right corner.

Select format (PDF, CSV, or JSON).

Invoice downloads to your device.

Email Invoices

Automatically email invoices to your accounting team:

Go to Billing > Invoice Settings.

Click Add Email Recipients.

Enter email addresses (comma-separated for multiple).

Choose when to send:

When invoice is generated
When payment is successful
When payment fails

Click Save Settings.

Failed Payment Invoices

If a payment fails:

Invoice status shows as "Failed" or "Past Due"
Email notification sent immediately
Automatic retry attempts on days 3, 7, and 10
After day 14, workspace access may be restricted

Resolve a failed invoice:

Update your payment method if it's expired or invalid.

Go to Billing > Invoices.

Click Retry Payment on the failed invoice.

Confirm payment processes successfully.

Unpaid invoices older than 30 days may result in workspace suspension. After 60 days, data may be permanently deleted.

Usage Tracking

Current Usage

Monitor your usage against plan limits:

Usage dashboard showing consumption metrics and plan limits

Tracked Metrics:

Metric	Description	Plan Limits
Active Users	Number of workspace members	1 (Free), Unlimited (Paid)
Connections	MongoDB connections	2 (Free), 10 (Team), 50 (Business), Unlimited (Enterprise)
Queries Executed	Monthly query count	1K (Free), 100K (Team), 1M (Business), Unlimited (Enterprise)
Data Transfer	Monthly data transferred	1 GB (Free), 50 GB (Team), 500 GB (Business), Custom (Enterprise)
Storage Used	Dashboard and export storage	1 GB (Free), 10 GB (Team), 100 GB (Business), Custom (Enterprise)
API Requests	Monthly API calls	60/min (Free), 300/min (Team), 1K/min (Business), Custom (Enterprise)

Usage Alerts

Set up alerts for approaching limits:

Navigate to Billing > Usage Alerts.

Click Create Alert.

Configure alert:

Metric to monitor (queries, data transfer, storage)
Threshold percentage (e.g., 80% of limit)
Notification method (email, Slack, webhook)

Add recipients for notifications.

Click Create Alert.

Usage Reports

Generate detailed usage reports:

# Example usage report
{
  "period": "2024-02",
  "workspace": "Acme Corp",
  "plan": "Business",
  "usage": {
    "users": {
      "billableUsers": 12,
      "activeUsers": 10,
      "averageLogins": 8.3
    },
    "queries": {
      "total": 45678,
      "limit": 1000000,
      "percentUsed": "4.57%",
      "trend": "+12% vs last month"
    },
    "dataTransfer": {
      "total": "127 GB",
      "limit": "500 GB",
      "percentUsed": "25.4%",
      "breakdown": {
        "exports": "89 GB",
        "queries": "38 GB"
      }
    },
    "storage": {
      "total": "34 GB",
      "limit": "100 GB",
      "percentUsed": "34%",
      "breakdown": {
        "dashboards": "12 GB",
        "exports": "18 GB",
        "auditLogs": "4 GB"
      }
    }
  }
}

Export usage reports:

Go to Billing > Usage Reports.

Select date range (last month, last quarter, last year, or custom).

Click Generate Report.

Download in preferred format (PDF, CSV, or JSON).

Billing History

Transaction History

View all billing transactions:

Date	Description	Amount	Status
2024-02-24	Monthly subscription (12 users)	$1,033.32	Paid
2024-02-15	User added (prorated)	$39.50	Paid
2024-01-24	Monthly subscription (11 users)	$948.74	Paid
2024-01-10	Additional storage add-on	$20.00	Paid

Refunds and Credits

View refunds and account credits:

Refund Reasons:

Plan downgrade within 30 days (annual plans)
Service outage credit
Billing error correction
Prorated credits for removed users

Applying Credits: Credits automatically apply to your next invoice. View current credit balance in the billing dashboard.

Billing history showing transactions, refunds, and credits

Tax Management

Tax Information

MongoDash collects sales tax based on your billing address:

US Customers:

Sales tax applied based on state and local rates
Tax-exempt organizations can upload exemption certificates

EU Customers:

VAT applied based on country
VAT-registered businesses can provide VAT number for reverse charge

Other Countries:

Local taxes applied where required
GST/HST for Canadian customers

Updating Tax Information

Navigate to Billing > Tax Information.

Update business details:

Legal business name
Tax ID or VAT number
Business address

Upload tax exemption certificate if applicable.

Click Save Tax Information.

Changes apply to future invoices only. Past invoices are not affected.

Billing Notifications

Email Notifications

Configure billing email notifications:

Go to Billing > Notification Settings.

Toggle notifications on/off for:

Invoice generated
Payment successful
Payment failed
Card expiring soon (30 days, 7 days)
Usage limit approaching (80%, 90%, 100%)
Plan upgrade available

Add CC recipients (e.g., finance@company.com).

Click Save Notification Settings.

Notification Recipients

Add multiple recipients:

Primary contact - Workspace admin email (cannot be removed)
Finance team - Accounting and finance contacts
Management - Executive oversight
IT team - Technical contacts for usage alerts

Billing API Access

Access billing information programmatically:

# Get current subscription
curl -X GET https://api.mongodash.com/v1/billing/subscription \
  -H "Authorization: Bearer YOUR_API_KEY"
 
# List invoices
curl -X GET https://api.mongodash.com/v1/billing/invoices \
  -H "Authorization: Bearer YOUR_API_KEY"
 
# Get usage data
curl -X GET https://api.mongodash.com/v1/billing/usage \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d '{
    "period": "2024-02"
  }'
 
# Download invoice
curl -X GET https://api.mongodash.com/v1/billing/invoices/inv_123/download \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --output invoice.pdf

Troubleshooting Billing Issues

Common Issues

Issue: Payment declined

Solutions:

Verify card has sufficient funds
Check card expiration date
Confirm billing address matches card
Contact your bank to authorize the charge
Try alternative payment method

Issue: Wrong amount charged

Solutions:

Review invoice line items
Check for prorated charges (user additions, plan changes)
Verify tax calculation based on billing address
Contact support if discrepancy persists

Issue: Missing invoice

Solutions:

Check spam/junk folder
Verify email address in billing settings
Download from billing dashboard
Contact support to resend

Issue: Unable to cancel subscription

Solutions:

Ensure you're a workspace admin
Resolve any outstanding invoices
Remove payment method restrictions
Contact support for assistance

Getting Billing Support

Contact billing support:

Email: billing@mongodash.com
Response time: 24 hours (Team), 4 hours (Business), 1 hour (Enterprise)
Phone: Enterprise customers only
Live chat: Business and Enterprise plans

When contacting support, include:

Workspace ID
Invoice number (if applicable)
Transaction ID (if applicable)
Screenshot of the issue

For urgent billing issues affecting workspace access, Enterprise customers can call our 24/7 support line.

Best Practices