Billing Management
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.

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.

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 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:

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.

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
Billing Management
- Keep payment methods current - Update cards before expiration
- Review invoices monthly - Verify charges and usage
- Set usage alerts - Avoid surprise overage charges
- Download annual records - Export invoices for tax filing
- Monitor user count - Remove inactive users to reduce costs
Cost Optimization
- Use annual billing - Save 20% vs monthly
- Right-size your plan - Don't pay for unused features
- Remove unused connections - Reduce connection count
- Archive old exports - Free up storage space
- Optimize query usage - Use caching and efficient queries
What's Next?
- Plan Comparison - Compare all available plans
- Upgrading Your Plan - Upgrade to unlock more features
- Managing Members - Add or remove team members