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-rw-r--r--doc/subscriptions/quarterly_reconciliation.md24
1 files changed, 21 insertions, 3 deletions
diff --git a/doc/subscriptions/quarterly_reconciliation.md b/doc/subscriptions/quarterly_reconciliation.md
index 508dd2924e3..126a34334c4 100644
--- a/doc/subscriptions/quarterly_reconciliation.md
+++ b/doc/subscriptions/quarterly_reconciliation.md
@@ -34,12 +34,12 @@ and for only the remaining quarters.
Using the same example, if a seat is $100 per year, then it is $25 per quarter.
-- In Q1, you had a maximum of 110 users. 10 users over license x $25 per user x 3 quarters = **$750**
+- In Q1, you had a maximum of 110 users. 10 users over subscription x $25 per user x 3 quarters = **$750**
The license is now paid for 110 users.
- In Q2, 105 users was the maximum. You did not go over 110 users, so no charge.
-- In Q3, you had 120 users. 10 users over license x $25 per user x 1 remaining quarter = **$250**
+- In Q3, you had 120 users. 10 users over subscription x $25 per user x 1 remaining quarter = **$250**
The license is now paid for 120 users.
- In Q4, you had 120 users. You did not exceed the number of users. However, if you had, you would not be charged, because in Q4, there are no charges for exceeding the number.
@@ -71,10 +71,28 @@ sent and subject to your terms.
### Self-managed instances
Administrators receive an email **six days after the reconciliation date**.
-This email communicates the [overage seat quantity](self_managed/index.md#users-over-license)
+This email communicates the [overage seat quantity](self_managed/index.md#users-over-subscription)
and expected invoice amount.
**Seven days later**, the subscription is updated to include the additional
seats, and an invoice is generated for a prorated amount. If a credit card
is on file, a payment is automatically applied. Otherwise, an invoice is
sent and subject to your payment terms.
+
+## Quarterly reconciliation eligibility
+
+### You are automatically enrolled in quarterly reconciliation if
+
+- The credit card you used to purchase your subscription is still linked to your GitLab account.
+- You purchased your subscription through an invoice.
+
+### You are excluded from quarterly reconciliation if
+
+- You purchased your subscription from a reseller or another channel partner.
+- You purchased a multi-year subscription.
+- You purchased your subscription with a purchasing order.
+- You are a pubic sector customer.
+- You have an offline environment and used a license file to activate your subscription.
+- You are enrolled in a program that provides a free tier such as the GitLab for Education, GitLab for Open Source Program, or GitLab for Startups.
+
+If you are excluded from quarterly reconciliation and not on a free tier, your true-ups are reconciled annually.