Billing & Subscriptions

Upgrading Your Plan

1. Go to Settings → Billing.
2. Click "Change Plan" to see available options.
3. Select your desired plan and billing frequency.
4. Confirm and complete payment.
5. New limits apply immediately.

When upgrading mid-cycle, you'll be charged a prorated amount for the remainder of your current billing period.

Downgrading Your Plan

1. Go to Settings → Billing.
2. Click "Change Plan" and select a lower tier.
3. Review the feature differences and limits.
4. Confirm the downgrade.
5. Changes take effect at the start of your next billing cycle.

Cancelling Your Subscription

1. Go to Settings → Billing.
2. Click "Cancel Subscription" at the bottom.
3. Complete the cancellation survey (optional).
4. Confirm cancellation.
5. Access continues until the end of your paid period, then reverts to Free.

Your data is retained for 30 days after cancellation. Resubscribe within this period to restore full access.

Accepted Payment Methods

Payments are securely processed through Polar. We accept:

• Credit and debit cards (Visa, Mastercard, Amex)
• PayPal
• Bank transfers (Business plans, annual billing only)

Updating Payment Method

1. Go to Settings → Billing → Payment Method.
2. Click "Update Payment Method".
3. Enter new card details or connect PayPal.
4. Save changes.

The new payment method will be used for all future charges.

Failed Payments

If a payment fails, we'll:

• Send an email notification immediately
• Retry the payment after 3 days
• Retry again after 7 days if still failing
• Downgrade to Free after 14 days of failed payments

Update your payment method promptly to avoid service interruption.

Monitoring Your Usage

Track your usage in real-time from the billing dashboard:

• Email volume: Emails sent this billing cycle
• Contacts: Total active contacts across lists
• Email accounts: Connected sending accounts
• Team members: Active users in your team
• Automations: Active workflow count
• Storage: Attachments and media usage

Usage Alerts

Receive notifications when approaching limits:

Team-Level Quotas

Usage limits apply at the team level, not per user. All team members share the same pool of emails, contacts, and features. Team owners can view usage breakdown by member in the billing dashboard.

Overage Handling

When you hit a limit:

• Emails: Queued emails pause until next cycle
• Contacts: Can't add new contacts until limit increases
• Automations: Existing workflows continue, can't create new ones

Upgrade anytime to increase limits immediately.

Accessing Invoices

1. Go to Settings → Billing → Invoice History.
2. View all past invoices with dates and amounts.
3. Click any invoice to view details or download PDF.

Invoice Details

Each invoice includes:

• Invoice number and date
• Plan name and billing period
• Itemized charges (base plan, prorations, add-ons)
• Taxes (if applicable)
• Payment method used
• Total amount charged

Billing Information

Update your billing details for invoices:

1. Go to Settings → Billing → Billing Information.
2. Enter company name, address, and tax ID (if applicable).
3. Save changes.

Updated information appears on future invoices. Contact support to update past invoices.

How Proration Works

When you change plans mid-cycle:

• Upgrading: You're charged the price difference for the remaining days in your billing cycle.
• Downgrading: Credit is applied to your account for the remaining days. This credit offsets future invoices.

Refund Policy

• Monthly plans: No refunds for partial months. Cancel anytime to stop future charges.
• Annual plans: Prorated refund available within the first 30 days. After 30 days, no refunds but you retain access until the end of the paid period.
• Exceptional circumstances: Contact support for billing issues or service problems.

Account Credits

Credits from downgrades or promotional offers are automatically applied to your next invoice. View your credit balance in Settings → Billing. Credits don't expire while your account is active.

Enterprise Features

For organizations with advanced requirements:

• Custom sending limits and contact caps
• Dedicated IP addresses for sending
• Custom integrations and API limits
• SSO (Single Sign-On) integration
• SLA guarantees and uptime commitment
• Dedicated account manager
• Custom onboarding and training

Common Billing Issues