Executive Summary

PyjamaHR offers flexible subscription options, allowing you to choose between monthly and annual billing for your ATS needs. This guide explains how to switch your billing frequency, outlines eligibility requirements, and addresses common issues and scenarios based on real customer experiences. Whether you want to save with an annual plan or need the flexibility of monthly payments, this article will help you navigate the process smoothly and avoid common pitfalls.

Detailed Overview

What Is Billing Frequency in PyjamaHR?

Billing frequency refers to how often you are charged for your PyjamaHR subscription—either monthly (e.g., ₹1,000/user/month or $15/user/month) or annually (e.g., ₹9,000/user/year after a 25% discount, or $144/user/year). You can select your preferred frequency when upgrading or renewing your plan, and in some cases, switch between them later.

Why Switch Billing Frequency?

Monthly Plan: Offers flexibility—ideal for companies with seasonal or unpredictable hiring needs, or those wanting to test the platform before committing long-term.
Annual Plan: Provides significant savings (typically 25% off the monthly rate) and is best for organizations with ongoing hiring needs or those seeking budget predictability.

Key Integration Points

User Management: Your billing is based on the number of billable users (Super Admin, Admin, Recruiter, Hiring Manager).
Plan Upgrades/Downgrades: Switching frequency may affect discounts, referral rewards, and eligibility for certain promotions.
Data Retention: Subscription status impacts access to your data and ability to post jobs.

Step-by-Step Guide: Switching Between Monthly and Annual Billing

Prerequisites

You must be a Super Admin or have billing permissions.
Your account must not have exceeded the allowed number of subscription cancellations (see “Common Issues”).
All outstanding invoices must be cleared.

1. Access the Subscription Management Section

Log in to your PyjamaHR account.
Click on your profile icon (top right).
Select Manage Subscription from the dropdown menu.

Screenshot: [Profile dropdown with "Manage Subscription" highlighted]

2. Review Your Current Plan

Your current billing frequency (Monthly or Annual) will be displayed.
The number of billable users and next renewal date will be shown.

3. Initiate the Switch

A. Switching from Monthly to Annual

Click Upgrade Now or Change Plan.
Select the Annual Plan option.
Review the discounted rate (e.g., ₹9,000/user/year or $144/user/year).
Confirm the number of users.
Complete payment using your preferred method.

Note: Any unused portion of your current monthly cycle may be prorated or credited toward your annual payment.

B. Switching from Annual to Monthly

Contact PyjamaHR Support via chat or email (as this option is not always self-service).
Request to switch to the monthly plan.
Support will verify eligibility and may need to manually enable the monthly option for your account.
Once enabled, perform a hard refresh (Ctrl+Shift+R or Cmd+Shift+R) on your browser.
Go to Manage Subscription and select the Monthly Plan.
Confirm the number of users and complete payment.

Screenshot: [Subscription selection screen with both Monthly and Annual options visible]

4. Confirm the Change

You will receive an invoice and confirmation email.
Your next billing cycle will reflect the new frequency.
Check your Invoice History for details.

Advanced Usage & Best Practices

Power User Tips

Annual Plan Savings: Always check for available discounts (e.g., 25% off, referral rewards, or special promotions for annual plans).
User Management: Before switching, reduce your team to the desired number of billable users to avoid overcharges.
Trial Expiry: If your trial ends, you can choose either plan (unless restricted by cancellation policy).
Referral Links: Some referral discounts only apply to annual plans; switching to monthly may void these benefits.

Optimization Strategies

Budget Planning: Use annual billing for predictable hiring cycles and cost savings.
Seasonal Hiring: Use monthly billing if you hire only a few months per year—subscribe only when needed.
Invoice Tracking: Regularly check your Invoice History to monitor charges and avoid surprises.

Do’s and Don’ts

Do:
- Perform a hard refresh after support enables a new plan option.
- Clear outstanding invoices before switching.
- Contact support if you don’t see the desired plan.

Don’t:
- Cancel your subscription more than twice if you want to retain monthly billing eligibility.
- Share user credentials—each user must have their own login to avoid account flags.

Troubleshooting & Common Issues

1. Can’t See Monthly or Annual Option

Possible Causes:
Referral or promo code restricts plan options (e.g., only annual plan with discount visible).
Account has cancelled monthly plan twice—system locks to annual only.
Outstanding invoices or too many billable users.
Solutions:
Contact support to enable the desired plan.
Reduce billable users in Settings > Team.
Perform a hard refresh after support intervention.

2. System Forces Annual Plan After Multiple Cancellations

Policy: After two cancellations of the monthly plan, your account is permanently restricted to annual billing.
Reason: PyjamaHR incurs ongoing costs to store your data even when inactive.
No Exception: This is a system-enforced policy and cannot be overridden.

3. Prorated Charges and Adjustments

If you switch plans mid-cycle, any unused portion of your previous plan may be credited or adjusted in your next invoice.

4. Payment Issues

Enable international payments and recurring billing on your card.
If payment fails, try a different card or contact your bank.

5. Referral Discount Removal

Switching from annual (with referral discount) to monthly will remove the discount.
Confirm with support before switching if you want to retain any special pricing.

Comprehensive FAQ

1. Can I switch from monthly to annual billing at any time?

Yes, you can upgrade to annual billing at any time for cost savings. Any unused monthly payment may be credited.

2. Can I switch from annual to monthly billing?

Yes, but you must contact support to enable this option. Not available if you’ve cancelled monthly twice before.

3. Why do I only see the annual plan and not monthly?

You may have a referral discount, special promotion, or have cancelled monthly twice. Contact support for clarification.

4. What happens if I cancel my subscription more than twice?

Your account is permanently restricted to annual billing. Monthly and quarterly options are disabled.

Yes, with the monthly plan you can subscribe only when needed. However, frequent cancellations will lock you into annual billing.

6. How do I reduce the number of billable users before switching plans?

Go to Settings > Team, remove extra users, then proceed with plan change.

7. Will I lose my data if I switch plans?

No, your data remains intact as long as your subscription is active. If you cancel, data is retained for a limited period.

8. Can I get a pro forma invoice for monthly or annual plans?

Pro forma invoices are not available for monthly plans; payment is made directly via the portal.

9. Can I get a discount on the annual plan?

Yes, standard discounts (e.g., 25% off) are available. Additional discounts may be offered for long-term users or special promotions.

10. What if I see charges for more users than expected?

Check your billable users in Settings > Team. Charges are based on active billable users at the time of renewal.

11. Can I pay via bank transfer or QR code?

PyjamaHR currently accepts card payments only.

12. What if I want to downgrade from annual to monthly after a year?

Contact support before your annual renewal to discuss options.

User Management: Understanding Access Types in PyjamaHR
Invoice History: Track all payments and plan changes in Manage Subscription > Invoice History
Exporting Data: How to Export Candidate Data
Account Verification: Ensure your business documents are up to date to avoid account flags.

Recommended Next Steps:
- Review your current hiring needs and choose the plan that best fits your business cycle.
- Contact support if you need to switch billing frequency and do not see the option in your account.
- Regularly audit your billable users to avoid unexpected charges.

Still have questions?
Contact PyjamaHR Support via chat or email for personalized assistance with your subscription and billing needs.

This article is based on real customer conversations and reflects the latest PyjamaHR policies and workflows as of June 2024.

How to Switch Between Monthly and Annual Billing in PyjamaHR: Complete Guide to Subscription Frequency Changes