Billing
Manage your plan, invoices & GST details
Your Tanvik bill has two parts. The plan is a monthly fee for the software and decides which features your workspace can use. The wallet is prepaid credit that pays for messages. This article covers the plan, your tax invoices and the GST details printed on them. Everything lives on one page: Billing & Wallet.
Before you begin
Open Settings in the sidebar, then click Billing & Wallet. You can also click the balance in the top bar, which opens the same page on the Wallet tab.
The page has four tabs:
| Tab | What you do there |
|---|---|
| Wallet | Check your balance, add money, see every charge and refund, and view your message rates. See Wallet, recharge & billing. |
| Invoices & GST | Open your tax invoices and add the business details printed on them. |
| Plan | See your current plan and renewal date, compare plans, and upgrade. |
| Free messages | See your 1,000 free messages for the month and how each message was paid for. See Free messages and how messages are billed. |
Only workspace admins can change the plan. Other teammates can see the Plan tab, but the plan buttons show Ask your admin and are disabled.
Plans and what they include
Tanvik has four plans. Prices are per month and exclude GST. The plan pays for the software only. Messages are charged separately from your wallet.
| Plan | Price | What it includes |
|---|---|---|
| Starter | ₹999 / month | Inbox, Leads, Contacts, Channels, Opt-in and your Wallet. |
| Growth | ₹2,999 / month | Everything in Starter, plus Campaigns (including Quick send, Live, Retarget and Templates), bulk sending, Reports and link tracking. |
| Pro | ₹4,999 / month | Everything in Growth, plus Automations, AI Agent, Flow Studio, RCS, Calling, Social (Instagram and Facebook tools, and ads), Payments, API access with the Claude (MCP) connection, Files, and Commerce (orders, catalog, loyalty, appointments, analytics and connectors). |
| Custom | Agreed with our team | Starts from everything in Pro, then tuned to your business. |
Missing a page in your sidebar? Pages your plan does not include are hidden. On a Custom plan the exact set of features is agreed with our team, so it can differ from the table. Voice Agent depends on your workspace, and the Kitchen display and Appointments only show for matching business types.
The free trial lasts 14 days and has everything unlocked. See When your free trial ends.
Check your current plan
Open the Plan tab. The card at the top, Your plan, shows:
| You see | What it means |
|---|---|
| Starter, Growth or Pro with a monthly price | Your paid plan. Below it you see Renews on and the date, plus GST. If no date is set, it says Billed monthly, plus GST. |
| Custom | You are on a tailored plan. It shows Billed as agreed with your account manager. |
| Free trial at ₹0/month | You are still in your trial. It shows how many days are left. |
| No plan set | Your workspace has no plan yet. Talk to us to get set up. |
Below it, Compare plans lists all four plans side by side. Your plan is marked Your plan.
Upgrade or change your plan
Growth and Pro can be bought online and switch on straight away. Every other change goes through our team so nothing you use today gets cut off.
01
Open the Plan tab
Go to Settings → Billing & Wallet and click Plan.
02
Click Upgrade on Growth or Pro
Under Compare plans, click Upgrade on the plan you want. The button shows Preparing… while the payment window loads.
03
Pay by card, UPI or net banking
A secure Razorpay payment window opens. Complete the payment. If you close the window, nothing is charged and you can try again.
04
Your plan switches on
Tanvik verifies the payment and confirms the upgrade. The Plan tab updates, and the tax invoice appears under Invoices & GST.
| Button on a plan card | What happens |
|---|---|
| Upgrade | Growth and Pro only. Opens online payment. The plan switches on once payment is verified. |
| Downgrade | Shown on plans below yours. Downgrades are handled by our team. Click Message our team to send us a WhatsApp message and we confirm the change with you first. |
| Talk to us | Shown for Starter and Custom. Opens WhatsApp with a message to our team. These plans are set up by our team, not bought online. |
| Ask your admin | You are not a workspace admin. Ask an admin to change the plan. |
Paid, but the plan did not change? If you see "Payment received, but plan upgrade failed", your payment went through. Copy the payment ID from that message and send it to our team on WhatsApp or in a support ticket. We will switch the plan on for you.
Add your billing and GST details
These details appear as Billed to on every invoice from Tanvik, for wallet top-ups and for your plan. Add your GSTIN so you can claim input tax credit.
01
Open Invoices & GST
Go to Settings → Billing & Wallet and click Invoices & GST. Your invoices are at the top, and the Billing details form is below them.
02
Fill in the form
Fields marked * are required. If you type your GSTIN first, Tanvik fills in your state and PAN from it.
03
Click Save billing details
You see Saved. Your next invoices will use these details.
| Field | Required? | Notes |
|---|---|---|
| Registered business name | Yes | The name printed on your invoice, for example Sharma Enterprises Pvt Ltd. |
| GSTIN | Optional | Exactly 15 characters, or leave it blank. Tanvik tells you if it does not look like a GSTIN. |
| PAN | Optional | 10 characters. Filled in from your GSTIN. If it does not match the GSTIN, Tanvik tells you. |
| Billing email | Optional | Invoices are sent here as well as on WhatsApp. |
| Address | Yes | Building and street. A second line for area or landmark is optional. |
| City | Optional | |
| State | Yes | Pick your state from the list. It is used for GST on your invoice. |
| Pincode | Optional | 6 digits. |
Fill this in before your first payment. Invoices use the details saved at the time they are issued. If you start filling the form and leave, Tanvik keeps your draft and brings you back to this tab.
Open your invoices
The Invoices list on the Invoices & GST tab shows your 24 most recent tax invoices from Tanvik.
| Column | Meaning |
|---|---|
| Invoice | The invoice number. |
| For | Wallet top-up or Plan subscription (with the plan name). |
| Date | When the invoice was issued. |
| Amount | The total invoice amount. |
| View → | Opens the invoice in a new tab, where you can download or print it. If it shows Not available, the invoice file is not ready yet. |
When your free trial ends
The free trial lasts 14 days and has everything unlocked. During the trial, a banner at the top of every page shows how many days are left and your remaining credit. In the last 3 days it turns into a warning. Click Upgrade on the banner at any time to pick a plan.
When the trial ends, the workspace is locked. Every page takes you to Choose a plan to continue. Your leads, contacts, conversations and settings are all saved and waiting.
01
Pick Growth or Pro
Click Choose Growth or Choose Pro. Pro is marked Recommended · keeps your AI, because it keeps the AI Agent you used during the trial.
02
Activate over WhatsApp
Click Activate over WhatsApp. This opens a pre-filled WhatsApp message to our team, who switch your plan on. Your workspace and data stay exactly as you left them.
Your trial credit carries over. Any wallet balance left from your trial stays in your wallet after you upgrade. For a bigger or tailored setup, click Talk to us on the same page.
Common questions
Does my plan include messages?
No. The plan covers the software. Messages are charged from your wallet at your message rates, shown on the Wallet tab under Your message rates. Each month, 1,000 inbox and AI Agent messages are free. See Free messages and how messages are billed.
Why can't I click Upgrade?
Only workspace admins can change the plan. If you see Ask your admin, ask an admin in your team to upgrade.
Can I move to Starter online?
No. Starter and Custom are set up by our team. Click Talk to us on the plan card.
I added my GSTIN. Will my old invoices change?
No. New details apply to the invoices issued after you save them.
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