Subscription Management

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What It Does

• View current plan and limits
• See usage vs limits
• Update payment method
• Upgrade or downgrade plans
• View billing history
• Download invoices
• Cancel subscription

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Accessing Billing

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Current Plan Overview

• Plan name (Starter, Growth, Scale, Enterprise)
• Monthly price
• Billing cycle and next renewal date
• Payment method on file
• Subscription status (active, trialing, past_due, canceled)

• Events per month (e.g., 50,000)
• Conversions per month (e.g., 1,000)
• Team member limit
• Current usage vs limits

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Upgrading Plans

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How to Upgrade

1. Go to Settings → Billing
2. Click "Change Plan"
3. Select higher tier plan
4. Review prorated amount
5. Confirm upgrade

• Prorated credit for unused time on current plan
• Charged new plan amount minus credit
• New limits apply right away

Current: Starter ($49) - 15 days into billing cycle
Upgrade to: Growth ($199)

Unused credit: $24.50 (15 days)
Charge today: $199 - $24.50 = $174.50
Next month: $199 (full amount)

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When to Upgrade

• Approaching event limit (>80% usage)
• Hitting conversion limits
• Need more team members
• Want priority support

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Downgrading Plans

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How to Downgrade

1. Go to Settings → Billing
2. Click "Change Plan"
3. Select lower tier plan
4. Review new limits
5. Confirm downgrade

• No refund for current cycle
• Charged lower amount on next renewal
• Current plan active until period end

• Check usage before downgrading
• Ensure usage fits new limits
• Excess team members will lose access on renewal

Current: Growth ($199) - 10 days left in cycle
Downgrade to: Starter ($49)

Today: No charge, Growth plan continues
Next billing date: Charged $49, limits reduced

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Preventing Issues

• Review current usage in Usage Tracking
• Remove extra team members if needed
• Ensure monthly usage fits new plan limits
• Consider overage charges if limits exceeded

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Payment Methods

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Updating Payment Method

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

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Accepted Payment Methods

• Visa
• Mastercard
• American Express
• Discover

• ACH bank transfer
• Wire transfer
• Invoice billing (annual only)

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Failed Payments

• Email notification sent immediately
• 3 retry attempts over 7 days
• Subscription suspended if not resolved
• Account reactivated once payment succeeds

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Billing History

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Viewing Invoices

Settings → Billing → Invoice History

• Invoice date
• Amount charged
• Plan details
• Payment status
• Download link (PDF)

• Base subscription cost
• Overage charges (events, conversions)
• Taxes (if applicable)
• Total charged
• Payment method

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Downloading Invoices

1. Go to Invoice History
2. Find invoice to download
3. Click "Download PDF"

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Usage Alerts

• 75% of limit: Warning email
• 90% of limit: Urgent email
• 100% of limit: Overage email

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Managing Alerts

Settings → Billing → Notification Preferences

• Enable/disable usage alerts
• Set custom thresholds (e.g., 50%, 80%)
• Add CC recipients for alerts

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Canceling Subscription

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How to Cancel

1. Go to Settings → Billing
2. Scroll to bottom
3. Click "Cancel Subscription"
4. Select reason (optional)
5. Confirm cancellation

• Access continues until period end
• No further charges
• Data retained for 90 days
• Can reactivate within 90 days

Cancel on: January 15
Current period ends: January 31
Access until: January 31 (no refund)
Data deleted: May 1 (if not reactivated)

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Reactivating Subscription

1. Go to Settings → Billing
2. Click "Reactivate Subscription"
3. Update payment method
4. Confirm

• Data permanently deleted
• Must create new account
• Start fresh with new tracking

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Overage Charges

• Tracked in real-time during billing period
• Charged at end of billing cycle
• $2 per 1,000 additional events
• $2 per 1,000 additional conversions

Base plan: $49 (Starter)
Event overage: 15,000 events × $2/1k = $30
Conversion overage: 500 conversions × $2/1k = $1
Total: $80

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Billing Cycle

• Charged on same day each month
• Usage resets on billing date
• Overages billed with next invoice

Signup: January 5
First charge: January 5
Renewals: February 5, March 5, etc.
Usage reset: 5th of each month

• Charged once per year
• 20% discount (2 months free)
• Usage resets monthly
• Overages billed monthly

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Enterprise Billing

• Invoice billing (NET 30, NET 60)
• Wire transfer
• Purchase orders
• Multi-year contracts
• Volume discounts

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Tax and Compliance

• Applied based on billing address
• US states: Varies by location
• EU: VAT applied where required
• Shown on invoice before payment

• Upload tax exemption certificate
• Contact [email protected]
• Applied to future invoices

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Next Steps