Quick guide for billing managers

In this guide, you'll explore how to manage subscriptions and payments and view license management settings.

Requirements

• You have created a Katalon account. Register for a Katalon account if you don't have one.

• You are a Billing Manager for your Account. For more information about roles and permissions as well as Katalon management structure, refer to the following topic: Administrative Roles and Permissions.

Check the license details of your Organization

The following is a guide on how to check the type of licenses your Organization has on Katalon.

Go to Katalon TestOps to view the details of your current license.

1. Log in to Katalon TestOps and choose your Account.
2. In the Account admin page, select your Organization.
3. Once you're in the Organization admin page, select the License section on the sidebar to open License Management page.

You are now on the License Management page, where active subscriptions for Katalon Studio Enterprise (per-user) are shown by default under the Subscription Details section. You can also view your licenses for Katalon Runtime Engine (Floating) and Katalon Runtime Engine DevOps by clicking on the associated tab.

Subscribe to Katalon TestOps via TestOps website

Katalon Platform is currently offering two plans. To learn more about Katalon Platform plans and its feature comparison, see: Version 8.0.0 - 8.0.1.

Follow these steps to subscribe to Katalon TestOps via the Katalon TestOps website:

1. Sign in to TestOps Admin and choose your Account.
2. In your Account admin page, select Subscriptions section to open Subscription Management page.
3. Navigate to Select Platform Tier dropdown menu in the Get more single products section.
   
4. Choose the test management plan that best aligns with the needs of your organization and select between annual or monthly billing cycle. Then click Checkout.

   You can also refer to Katalon Starter Plan - our current Katalon Platform-specific offers, for packages that align with your specific needs at optimal prices.

Purchase Katalon product via TestOps website

The following guide shows you how to purchase Katalon Studio Enterprise (KSE), Katalon Runtime Engine (KRE) licenses, and TestCloud sessions.

Katalon licenses are purchased and managed via the Account level. To learn more about licenses, see: Activate a KRE license with Private Instance.

TestCloud sessions are accessible to all users of an Account once you purchase them. To learn more about TestCloud, see: TestCloud trial and per Session.

If you need further assistance with Katalon Pricing and Subscription, contact our sales team via business@katalon.com.

Warning:

• The Owner or Admin of an Organization needs to purchase and assign a paid license to all of their users to avoid mixed Katalon Studio and Katalon Studio Enterprise licenses within an organization. For further information, refer to the Free Offerings term in Terms of Use.

Follow these steps to purchase licenses in TestOps.

1. Sign in to TestOps Admin and select your Account.
2. In your Account admin page, select Subscriptions section to open Subscription Management page.
3. In the Get more single products section, navigate to the product you want to purchase.
   1. Specify the number of licenses or sessions to purchase, and select between annual or monthly billing cycle.
   
4. When you're done, click Checkout. You are redirected to the checkout page.
5. Fill in or update the required information for billing and payment method (if needed), then click Check out to complete your purchase.
   Billing Information will be display on your receipts.

You purchase is completed.

• You need to activate KSE and KRE licenses to start using them. See: Activate licenses.

• With TestCloud session, you can start scheduling test runs on TestOps. See: January 19th 2021.

• You can also manage available licenses such as attribute, transfer, and remove granted licenses. Refer to the following topic for more information: Manage Katalon Licenses.

Renew Subscription

Your subscription will automatically renew on the expiry date. If you cancel your subscription before the expiry date, you will not be charged for your next billing cycle and will continue to use the subscription until the end of its expiry date.

Go to your Account admin page and select the Subscriptions section to open the Subscription Management page. You can check your current subscription(s) details as well as the expiry date as the following screenshot.

Payment Method

Important:

• You must be the Owner or Billing Manager of your Account.

Katalon offers 2 payment methods to pay your bill:

• Bank Transfer

• Credit Card

Bank transfer payment

Important:

• Only applicable to US customers with a business domain and an annual subscription.

Katalon supports Bank Transfers through both ACH credit transfer and wire transfer. When you place an order using a Bank Transfer payment, you will receive payment instructions including all the required related information for completing the payment.

The payment deadline for any order is set at 7 days from the date of your order placement. Katalon will activate your subscription as soon as the payment is completed. If Katalon does not receive any payment by the end of the 7^th day, your order will be automatically canceled. If the order is canceled but you still wish to make your purchase, you will have to place your order again.

If you pay the renewal fee via Bank Transfer, you will receive a reminder email 7 days before the renewal date (or expiry date), providing details about your upcoming renewal with a payment instruction. On the renewal date, if you have not completed your renewal amount, your subscription will expire and be terminated. You then get a confirmation email for the cancellation.

You can check the expiry date of your current subscription(s) on the Subscription Management page. See: Renew Subscription.

Warning:

• Payment may take 1-3 business days to reach Katalon's bank account. It must be received by the due date to avoid any order cancellation.
• You can make either a single payment or multiple partial payments within 7 days, but make sure the total sums match the total invoice amount.
• You cannot place a new order until you settle the outstanding balance of your pending payment.

For further assistance, please contact our self-serve team via business@katalon.com.

Credit card payment

Katalon supports Credit Card payment. You can only use one card in each Account for all your subscription purchases, including renewals.

When you place an order with a credit card, you will receive a confirmation email once your payment is successful, and Katalon will activate your subscription instantly.

If you pay the renewal fee with your Credit Card, you will receive a reminder email 7 days before the renewal date (or expiry date), providing details about your upcoming renewal. On the renewal date, your credit card will be charged the renewal fee. In case of a payment failure, the system will offer a 7-day period from the renewal date, you will be notified to update your payment details within this period. Make sure the payment is completed within this 7-day period; otherwise, your subscription will be terminated until a successful payment is made.

The following is a guide on how to manage your card information.

Update credit card information

In Katalon TestOps, you can only save one card in each organization. If you want to replace your credit card, follow these steps to update your card information.

1. Go to the Payment Methods page, click Update found next to your card information.
   
2. Enter your new credit card information, then click Save.
   

Your payment method is now updated with new card details.

The new card is now used by default for all billing purposes, including subscription renewals.

Delete an existing credit card

Warning:

• You cannot undo this action. Once you delete the card, it is permanently removed from your organization.
• Once you delete the card, Bank Transfer is automatically set as the default payment method.

Follow these steps to delete an existing credit card:

1. Go to the Payment Methods page, then click Delete found next to your card information.
   
2. The Delete card dialog pops up. Click Delete to confirm your action.

You have deleted your current credit card permanently.

Next steps

You have learned the basic steps to join Katalon TestOps and manage subscriptions and payments for your organization as a billing manager.

To explore other capabilities of Katalon TestOps as a billing manager, refer to the following topics:

• To learn how to optimize your resources according to your subscription plan, see: Katalon Platform Quotas.

• To learn how to upgrade your subscription, see: Upgrade your subscription.

• To learn how to cancel your subscription, see: Cancel your subscription or turn off auto-renew .