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Guide to your plan & billing

Help with anything related to the Plan & billing tab of your account.

TestGorilla offers several different paid plans with different features and usage limits. Each paid plan has overage fees that apply if you go over your usage limits.

This guide details everything found under the Plan & billing tab of your account settings. It reviews things like:

  • how to understand your plan and usage
  • when credits are used
  • how to find and update your billing details and invoice history

For information on how to upgrade, downgrade, or cancel your plan, please read our guide: Subscribe to, change, or cancel a plan. Currently, only the TestGorilla account owner has access to plan & billing information.

Approx. reading time: 8 minutes

If you don't have a TestGorilla account, check our pricing page for our current plans and details of those plans, and sign up for a Free plan while you’re there!

All images and amounts shown in this article are for illustrative purposes only — your plan details will be specific to your account and available plans may vary.

 

In this article

  1. Plan details
    1. Usage details
    2. Billing cycles
    3. Change your plan
  2. Explanation of credits
    1. Assessment credits
    2. Candidate credits
    3. Examples of credit usage
    4. Video explainer
  3. Payment and billing
    1. Billing history
    2. Billing address
    3. Payment method
  4. Plan questions

Plan details

Account owners can view current plan details in the app at any time. To do this:

1-1 Click your name in the top right corner of your account.
2 Choose Plan & billing

Your current plan is shown at the top of the page on the left side of the screen, along with the plan renewal date, as you see in the below screenshot. If you are on a Legacy plan, that information will be stated on this screen. You can find more information about our Legacy plans here.

Note: If you do not see the Plan & billing tab, the most likely explanation is that you are not the account owner. You can learn more about user roles here.

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Usage details

You can find the usage details of your paid plan under the plan & billing tab, beneath your basic plan information, as shown in the plan details section above.

There are four headings related to usage, as shown in the below screenshot:

  • Assessment credits (from plan)
  • Candidate credits (from plan)
  • Assessment credits (additional)
  • Candidate credits (additional)

The below tables of definitions explains the terms you’ll see under each of these headings.

Credits (from plan)

Name of plan

The number of candidate or assessment credits included in your plan.

Example: the Business plan shown in this article includes 12,500 candidate credits and 125 assessment credits.

Complimentary

The number of credits that may have been added to your account outside of your plan terms. These might include credits we’ve refunded or gifted to you. It could also include credits that you paid for in bulk outside of your plan terms.

Consumed

The number of credits that have been consumed within the boundaries of your plan.

 

Credits (additional)

Billed

The overage credits used and billed for during the current billing year. These are credits used and billed monthly after running out of pre-paid plan credits.

Example: Last month, Emily used 20 candidate credits after running out of plan credits. Her plan charges $0.70 per extra candidate for these credits. Emily is billed $14 for additional candidate credits this month.
Paid The total overage credits that have already been paid for during your current billing year.
Payment due Any credits that have been billed and are past due. We’re awaiting payment for this amount. Please check your payment method.
Unbilled charges Charges for additional credits that will be invoiced at the end of your billing month.

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Billing cycles

All currently offered paid plans automatically renew on a yearly basis, with monthly charges for overage fees. The calendar date that you started your plan determines the date of your billing cycle.

Note: To ensure a candidate is never blocked from starting one of your assessments, and your team is not blocked from publishing assessments, you do not purchase additional credits before use. Instead, extra credits are automatically charged monthly through the payment method we have saved in your account.

There are two billing cycles to be aware of:

   Annual cycle

Your base plan is automatically renewed each year unless you choose to cancel before the renewal takes place.

Example:
Emily signed up for a Business plan on August 10th, 2021. Her Business plan will renew on August 10th, 2022.
If she does not want the plan to renew, she will need to downgrade to the Free plan prior to the renewal.
If she renews the plan, she will receive 12,500 candidate credits and 125 assessment credits.

Please review Information about upgrading and downgrading your plan for more information regarding this.

Monthly cycle

If you run out of pre-paid credits, you’ll incur charges for additional credits used. These are charged automatically every 30 days from the subscription date. Additional credits used during a monthly cycle will be reflected on the next invoice.

Example: In the above scenario, Emily subscribed on August 10th.
So every 10th of the month, she is charged for any additional credits used the previous month.
She runs out of candidate credits on April 12th, and uses 200 more by May 9th.
She is charged for those 200 candidate credits on May 10th.

Emily will continue to automatically accrue charges as she uses the product, and they will be charged on the 10th of each month until her annual plan renews.

Note: If you use overage credits during the last month of your annual cycle or just before an upgrade, you will be charged twice: once for overages and once for the subscription.

Change your plan

The account owner can change plans at any time via the Plan & billing tab. For details about changing or canceling your plan, check out Subscribe to, change, or cancel a plan.

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Explanation of credits

Each paid plan includes a specific number of assessment and candidate credits. It’s important to understand how credits are used. All credits included with your plan expire on the date of your plan’s renewal. Unused credits do not roll over into your next cycle. Legacy plans work differently. Please read this article for more information if you’re on a legacy plan.

Note: It is not possible to restore used credits.

 

Assessment credits

Assessment credits are deducted from your balance when both of the below conditions are met:

  1. The published assessment contains a premium test or feature (i.e. a feature or test not included in the free plan)
  2. An external candidate begins taking the assessment. An external candidate is someone whose email address is not registered as an account user in your TestGorilla account. Your account’s registered users are considered internal candidates and can freely test your created assessments without expending credits.

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Candidate credits

One external candidate taking one assessment uses one candidate credit. However, there are a few things to note about candidate credits:

  • A candidate credit is deducted from your balance when an external candidate starts an assessment, regardless of whether they complete it.
  • External candidates are any candidates that are not registered users of your account. If you want one of your account users to try an assessment for free, you’ll want to invite them to the assessment through the email address they use to login to your TestGorilla account.
  • Candidates are identified as unique based on email address. This means if you John Smith take your assessment using john@smith.com and johnsmith@gmail.com - the system sees John as two separate candidates.
  • If the same external candidate takes two different assessments for your company, this counts as two candidates.
  • Candidate credits are only used on Premium assessments — assessments that result in the deduction of an assessment credit.
  • Candidates that are disqualified through the use of qualifying questions are prevented from starting the assessment, so they do not count as candidates for billing purposes. This means they do not use a candidate credit.

Note: It is not possible to restore used credits.

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Examples of credit usage

To help understand credit usage a bit better, below are three scenarios and how the credits would be calculated:

Scenario one

Emily invites 50 people to an assessment that includes five free tests and one custom multiple-choice question. No other premium features are used for the assessment. 40 people begin the assessment. 25 people complete it. The other 10 never start.

In this case, Emily created a free assessment because she only used free tests and one free custom question. This means no candidate credits nor assessment credits are deducted. 

 

Scenario two

Emily invites 50 people to an assessment that includes a mix of premium tests and features. 40 people begin the assessment. 25 people complete it. The other 10 never start.

In this case, Emily uses one assessment credit. 40 people begin the assessment, so she also uses 40 candidate credits.

 

Scenario three

Emily invites 50 people to an assessment that includes a mix of premium tests and features, and includes qualifying questions. 40 people attempt to begin the assessment but 10 are disqualified. 25 people complete the assessment and the other 5 begin but do not finish. 

In this case, Emily uses one assessment credit. 30 people begin the assessment, so she also uses 30 candidate credits. Because 10 of them were disqualified, she saved 10 candidate credits.

 

Scenario four

Emily invites 10 people to each complete 3 separate assessments that all include a mix of premium tests and features. All 10 people begin all of the assessments. 

Whether or not the candidates complete the assessments is irrelevant, since all of them began all of the assessments. So in this case, Emily uses three assessment credits and 30 candidate credits. We do not recommend using the platform in this fashion.

 

Scenario five

Emily invites 50 people to complete an assessment. 25 people begin the assessment before day 67. On the 68th day, Emily clones the assessment and invites the other 25 people to the new version of the assessment. 10 people begin the new version of the assessment.

In this case, Emily uses two assessment credits and 35 candidate credits.

Tip: If you find that you are consistently using overage credits and you still have 4 months or more before your plan renews, it might be worth considering an upgrade!

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Video explainer of credits

The below video explains credit usage in a nutshell.

HubSpot Video

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Payment and billing

Account owners on paid plans can view billing history, change the billing address, and change the payment method directly from the Plan & billing tab of your account. 

Billing history

From the Plan & billing tab, click on Billing history. A new window will open allowing you to download your invoices in PDF format.

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Billing address

From the Plan & billing tab, click on Billing address. A new window will open allowing you to change the billing address used for your account.

billing-address-loop

Note: An address change will only affect future billings. It will not be retroactively applied to past invoices.

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Payment method

From the Plan & billing tab, click on Payment method. A new window will open allowing you to change the payment method used for your account.

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Plan questions

When is an assessment credit consumed?
An assessment credit is consumed when an external candidate begins taking a premium assessment. For full details on this, check out the section on assessment credits above.

When is a candidate credit consumed?
A candidate credit is consumed when an external candidate begins taking a premium assessment. For full details on this, check out the section on candidate credits above.

How do I purchase more credits?
You don’t need to! If you run out of credits, we’ll refill your account when the annual billing date rolls around. Before that, we’ll automatically charge you for used credits on a monthly basis. Check out the section on billing cycles for full details. If you find you’re consistently using overage credits and your plan doesn’t renew for a few months yet, it’s worth considering an upgrade. Get in touch to discuss your options!

Am I charged for account users?
No! All paid plans can have as many account users as you’d like. Account users can also take premium assessments without incurring a charge. Just invite them to take the assessment using the same email address they use to login to your company TestGorilla account.

What payment methods do you accept?
We accept all major credit card providers, as well as PayPal. If you plan to use PayPal for an upgrade you’ll need to add the details before making the purchase. You can see how to do that here.

Do you offer discounts for non-profits?
Yes — we currently offer discounts for non-profits. Simply send us the relevant tax information declaring your status as a non-profit organization and we'll send you a discount code.

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