> ## Documentation Index > Fetch the complete documentation index at: https://docs.datalyr.com/llms.txt > Use this file to discover all available pages before exploring further. # Subscription Management > Manage your DATALYR subscription, billing, and payment methods Subscription Management lets you view your current plan, update payment methods, upgrade or downgrade plans, and manage billing preferences. ## What It Does **Manage Your Subscription:** * View current plan and limits * See usage vs limits * Update payment method * Upgrade or downgrade plans * View billing history * Download invoices * Cancel subscription ## Accessing Billing Go to **Settings → Billing** (top nav) to access subscription management. ## Current Plan Overview **Subscription Card Shows:** * Plan name (Growth, Scale, Performance, Enterprise; Starter for Shopify-installed workspaces) * Monthly price * Billing cycle and next renewal date * Payment method on file * Subscription status (active, trialing, past\_due, canceled) **Plan Limits Displayed:** * Events per month (e.g., 50,000) * Conversions per month (e.g., 1,000) * Team member limit * Current usage vs limits ## Upgrading Plans ### How to Upgrade **Steps:** ``` 1. Go to Settings → Billing 2. Click "Change Plan" 3. Select higher tier plan 4. Review prorated amount 5. Confirm upgrade ``` **Takes Effect:** Immediately **Billing:** * Prorated credit for unused time on current plan * Charged new plan amount minus credit * New limits apply right away **Example:** ``` Current: Growth ($199) - 15 days into billing cycle Upgrade to: Scale ($399) Unused credit: $99.50 (15 days) Charge today: $399 - $99.50 = $299.50 Next month: $399 (full amount) ``` ### When to Upgrade **Signs You Need to Upgrade:** * Approaching event limit (>80% usage) * Hitting conversion limits * Need more AI chat credits Usage alerts sent at 75%, 90%, and 100% of limits. ## Downgrading Plans ### How to Downgrade **Steps:** ``` 1. Go to Settings → Billing 2. Click "Change Plan" 3. Select lower tier plan 4. Review new limits 5. Confirm downgrade ``` **Takes Effect:** Next billing cycle (not immediate) **Billing:** * No refund for current cycle * Charged lower amount on next renewal * Current plan active until period end **Important:** * Check usage before downgrading * Ensure usage fits new limits * Excess team members will lose access on renewal **Example:** ``` Current: Scale ($399) - 10 days left in cycle Downgrade to: Growth ($199) Today: No charge, Scale plan continues Next billing date: Charged $199, limits reduced ``` ### Preventing Issues **Before Downgrading:** * 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 ## Payment Methods ### Updating Payment Method **Steps:** ``` 1. Go to Settings → Billing 2. Click "Update Payment Method" 3. Enter new card details 4. Click "Save" ``` Takes effect immediately for future charges. ### Accepted Payment Methods **Credit/Debit Cards:** * Visa * Mastercard * American Express * Discover **Enterprise Plans:** * ACH bank transfer * Wire transfer * Invoice billing All payments processed securely via Stripe. ### Failed Payments **When Payment Fails:** * Email notification sent immediately * 3 retry attempts over 7 days * Subscription suspended if not resolved * Account reactivated once payment succeeds **Update payment method quickly to avoid suspension.** ## Billing History ### Viewing Invoices **Access:** ``` Settings → Billing → Invoice History ``` **Shows:** * Invoice date * Amount charged * Plan details * Payment status * Download link (PDF) **Invoice Details:** * Base subscription cost * Overage charges (events, conversions) * Taxes (if applicable) * Total charged * Payment method ### Downloading Invoices **Steps:** ``` 1. Go to Invoice History 2. Find invoice to download 3. Click "Download PDF" ``` Invoices available for all past payments. ## Usage Alerts **Automatic Notifications:** * 75% of limit: Warning email * 90% of limit: Urgent email * 100% of limit: Overage email Emails sent to account owner only. ### Managing Alerts **Settings:** ``` Settings → Billing → Notification Preferences ``` **Options:** * Enable/disable usage alerts * Set custom thresholds (e.g., 50%, 80%) * Add CC recipients for alerts ## Canceling Subscription ### How to Cancel **Steps:** ``` 1. Go to Settings → Billing 2. Scroll to bottom 3. Click "Cancel Subscription" 4. Select reason (optional) 5. Confirm cancellation ``` **Takes Effect:** End of current billing period **What Happens:** * Access continues until period end * No further charges * Data retained for 90 days * Can reactivate within 90 days **Example:** ``` Cancel on: January 15 Current period ends: January 31 Access until: January 31 (no refund) Data deleted: May 1 (if not reactivated) ``` ### Reactivating Subscription **Within 90 Days:** ``` 1. Go to Settings → Billing 2. Click "Reactivate Subscription" 3. Update payment method 4. Confirm ``` All data restored, picks up where you left off. **After 90 Days:** * Data permanently deleted * Must create new account * Start fresh with new tracking ## Overage Charges **How Overages Work:** * Tracked in real-time during billing period * Charged at end of billing cycle * \$2 per 50,000 additional events * \$2 per 10,000 additional postbacks **Overage Invoice:** ``` Base plan: $199 (Growth) Event overage: 50,000 events = $2 Postback overage: 10,000 postbacks = $2 Total: $203 ``` View current overages in Usage Tracking. ## Billing Cycle **Monthly Plans:** * Charged on same day each month * Usage resets on billing date * Overages billed with next invoice **Example:** ``` Signup: January 5 First charge: January 5 Renewals: February 5, March 5, etc. Usage reset: 5th of each month ``` ## Enterprise Billing **Custom Options:** * Invoice billing (NET 30, NET 60) * Wire transfer * Purchase orders * Multi-year contracts * Volume discounts Contact [hello@datalyr.com](mailto:hello@datalyr.com) for custom billing. ## Tax and Compliance **Sales Tax:** * Applied based on billing address * US states: Varies by location * EU: VAT applied where required * Shown on invoice before payment **Tax Exemption:** * Upload tax exemption certificate * Contact [hello@datalyr.com](mailto:hello@datalyr.com) * Applied to future invoices ## Next Steps Monitor your usage View all plans Configure workspace Manage team access