Managing Your Subscription

Upgrade, downgrade, cancel, or reactivate your Formula Bot plan. Manage payment methods, view invoices, and handle billing changes.

Learn how to manage your Formula Bot subscription, update payment methods, and handle billing changes.

Accessing Billing

  1. Click your profile icon in the sidebar
  2. Select Billing
  3. Or navigate directly to /dashboard/billing

Subscription Overview

Your billing page shows:

  • Current plan name
  • Billing cycle (monthly or annual)
  • Next billing date
  • Payment method on file
  • Usage statistics

Upgrading Your Plan

When to Upgrade

  • Running out of messages frequently
  • Need more data connectors
  • Want scheduled Playbooks
  • Require Expert AI model

How to Upgrade

  1. Go to Billing
  2. Click Upgrade or Change Plan
  3. Select your new plan
  4. Confirm the change
  5. Access new features immediately

Prorated Billing

When upgrading mid-cycle:

  • You're charged the difference immediately
  • New limits apply right away
  • Billing date stays the same

Downgrading Your Plan

Before Downgrading

Check that your usage fits the new plan:

  • Number of connectors
  • Storage used
  • Playbook count

You may need to remove items to fit within new limits.

How to Downgrade

  1. Go to Billing
  2. Click Change Plan
  3. Select a lower tier
  4. Confirm the change

When It Takes Effect

  • Downgrade happens at the end of current billing cycle
  • Keep current features until then
  • New limits apply at renewal

You won't lose data when downgrading. You just won't be able to add more if you're over the new limits.

Payment Methods

Adding a Card

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

Updating a Card

  1. Go to Billing
  2. Click Update Payment Method
  3. Enter new card details
  4. Old card is replaced

Supported Methods

  • Visa
  • Mastercard
  • American Express
  • Discover

Billing Portal

Access the full billing portal to:

  • View invoice history
  • Download receipts
  • Update billing address
  • Manage tax information

Click Manage Billing in your billing settings.

Invoices & Receipts

Viewing Invoices

  1. Go to Billing
  2. Click Billing History or Manage Billing
  3. View or download invoices

Invoice Contents

  • Service period
  • Plan name
  • Amount charged
  • Payment method
  • Tax information (if applicable)

Requesting Receipts

Receipts are automatically emailed after each charge. You can also download them from the billing portal.

Canceling Your Subscription

How to Cancel

  1. Go to Billing
  2. Click Cancel Subscription
  3. Confirm cancellation

What Happens

  • Access continues until the end of the billing period
  • Data is retained for 30 days after expiration
  • You can reactivate anytime

Reactivating

  1. Go to Billing
  2. Click Reactivate
  3. Choose a plan
  4. Enter payment method

Billing Cycles

Monthly Billing

  • Charged on the same date each month
  • Renews automatically
  • Cancel anytime

Annual Billing

  • Charged once per year
  • Discounted rate
  • Cancel anytime with prorated refund

Changing Cycles

Switch between monthly and annual:

  1. Go to Billing
  2. Select the new billing frequency
  3. Price adjusts accordingly

Failed Payments

What Happens

  1. First attempt fails
  2. Email notification sent
  3. Retry in 3 days
  4. Account limited after multiple failures

Fixing Failed Payments

  1. Update your payment method
  2. Or contact your bank
  3. Payment retries automatically

Avoiding Disruption

  • Keep payment method current
  • Update expiring cards proactively
  • Monitor billing emails

Refunds

Refund Policy

  • Monthly plans: Refunds within 24 hours of charge
  • Annual plans: Refunds within 72 hours of charge
  • EU/UK customers: 14-day refund period

Requesting a Refund

  1. Contact support
  2. Provide account email
  3. Explain the request
  4. Processed within 5-7 business days

Tax Information

Tax Exemption

If your organization is tax-exempt:

  1. Go to billing portal
  2. Add tax exemption details
  3. Upload documentation

VAT (EU Customers)

EU businesses can provide VAT ID:

  1. Go to billing portal
  2. Add VAT number
  3. VAT is removed from invoices

Troubleshooting

Payment Declined

  • Verify card details are correct
  • Check for sufficient funds
  • Contact your bank about blocks
  • Try a different card

Wrong Amount Charged

  • Check for prorated charges from upgrades
  • Review invoice details
  • Contact support if discrepancy

Can't Access Features

  • Verify payment processed successfully
  • Check you're on the correct plan
  • Refresh your browser
  • Contact support if issues persist

Next Steps