Pricing Policy

This policy sets out the basis upon which HTM Legacy (Pty) Ltd (“the Supplier”, “we”) prices the HTM LEDGR subscription, what each plan is currently taken to include, and the treatment applicable to a change of plan. It forms part of, and is subject to, our Terms of Service.

1. Currency and billing

All prices are denominated in South African Rand (ZAR) and billed monthly through the Supplier’s payment gateway provider, a licensed South African payment services provider. No annual or discounted term is offered at present, and billing is not available in any currency other than ZAR. The Supplier reserves the right to introduce alternative billing terms or currencies in the future, at its sole discretion and upon notice.

2. Current plans

Full feature-by-feature detail is presented on our pricing page and within the Services at Settings → Subscription; in the event of any discrepancy between those presentations and this policy, the terms actually applied to the Customer’s account, as reflected in the Services, shall govern.

3. Free trial

Every new account commences on a free trial. The plan selected by the Customer during onboarding determines the duration of the trial — presently 14 days on Starter, 30 days on Growth, and 45 days on Business — the plan to which the account is offered conversion upon expiry of that trial, and whether payment details are required at the outset. No payment details are required to begin a trial on the Starter plan. A trial on the Growth or Business plan requires a valid payment method to be furnished before the workspace is opened, solely for the verification of the Customer’s bona fides; a nominal verification charge of R1.00 may be raised and is reversed. No subscription charge is levied at any point during a trial.

For the avoidance of doubt, the plan so selected does not restrict the functionality available during the trial. Throughout the trial period the Customer is afforded access to the Supplier’s full feature set, including every document type and every user role, irrespective of the plan selected. Such access remains subject at all times to the operative usage limits applicable during a trial — including, without limitation, a limit of twenty (20) documents created during the trial period, and limits on electronic mail transmission, active share links, active devices and user seats — which the Customer acknowledges do not constitute unlimited use, and which the Supplier may enforce by any technical means.

Upon expiry of the trial the Customer will be invited to subscribe, and may at that point elect to proceed on the plan originally selected, to select a different plan, or to decline and close the organisation in accordance with our Cancellation Policy. Where the plan the Customer proceeds on affords lesser entitlements than those enjoyed during the trial, the material differences shall be disclosed to the Customer before the election takes effect. No charge arises unless and until the Customer subscribes.

One free trial is permitted per business, enforced by the mechanisms described in our Privacy Policy, and the Supplier’s determination as to whether a signup constitutes a repeat trial shall, absent manifest error, be final.

4. What a plan price covers, and does not cover

The subscription price covers the Supplier’s provision of the Services — hosting, document generation, and email transmission within the Customer’s plan limits, and support at the level specified for that plan. It does not, under any circumstance, cover any fee, charge, or deduction levied by the Customer’s own client’s bank in connection with an EFT payment, the Supplier at no point receiving, holding, or having any involvement whatsoever in such payments (see our Terms of Service).

5. Plan limits

Each plan is subject to limits. Access to document types, and the subscription status governing access as a whole, are enforced at the underlying data-access layer and cannot be circumvented by manipulation of the client application. Other operative limits — including seats, active share links, active devices, payment reminders and export windows — are enforced within the application. The Supplier reserves the right to enforce any limit by any technical means and to suspend or adjust an account found to be exceeding its plan. As at the date of this policy’s last update:

• Starter — 2 seats, 12-month document retention, 150 emails/month, quotes and invoices only (no receipts hub or purchase orders).
• Growth — 15 seats, 24-month retention, 750 emails/month, all document types.
• Business — 30 seats, unlimited retention, 3000 emails/month, all document types plus the Accountant role.

The Supplier reserves the right to vary these limits at its discretion. Where a limit is varied, this page and the in-app pricing display will be updated accordingly, and no such variation shall operate to reduce, with retrospective effect, an entitlement already paid for in respect of a current billing period.

6. Upgrading and downgrading

• Upgrading takes effect immediately upon selection — the higher plan’s features become available without delay. Any resulting price difference is settled at the Customer’s next billing date and is not charged retroactively.
• Downgrading takes effect at the commencement of the Customer’s next billing period, such that entitlements already paid for in the current period are not withdrawn mid-period. Where a downgrade would place the Customer in excess of the lower plan’s limits (for example, more Authorized Users than the destination plan permits), the Supplier may require the Customer to resolve the excess before the downgrade is given effect.

7. Price changes

The Supplier may vary plan pricing from time to time as the Services evolve, and will provide reasonable advance notice of any increase before it is applied to the Customer’s account. No price change shall apply retroactively to a billing period already paid for.

8. Taxes

The prices displayed are the amounts payable in respect of an HTM LEDGR subscription. To the extent the Supplier’s own VAT registration status requires VAT to be levied on a subscription invoice, this will be reflected on the invoice issued by the Supplier’s payment gateway provider for that transaction. This is distinct from, and has no bearing upon, the VAT the Customer’s own business charges its clients, which remains entirely within the Customer’s own control via its account settings and its own responsibility, as set out in clause 1 of our Terms of Service.

9. Related policies

For the treatment of cancellation, see our Cancellation Policy. For the circumstances in which an amount may be refunded, see our Refund Policy.

10. Contact us

Questions concerning pricing: email support@htmledgr.com or use our contact page.