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> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Billing & Subscriptions

# Billing & Subscriptions

Manage your subscription, payment methods, and billing information.

## Viewing Your Subscription

### Current Plan

1. Go to **Settings** → **Billing** (or **Admin** → **Subscription**)
2. See your current plan:
   - Plan name
   - Subscription status (Active, Trial, Expired)
   - Trial days remaining (if applicable)
   - Next billing date
   - Payment method on file

### Subscription Status

**Active:**
- Subscription is active
- Full access to plan features
- Automatic renewal enabled

**Trial:**
- Currently on trial period
- Full access during trial
- Will convert to Free plan after trial (unless upgraded)

**Expired:**
- Subscription has expired
- Limited to Free plan features
- Can reactivate by upgrading

## Changing Your Plan

### Upgrading

Move to a higher plan:

1. Go to **Settings** → **Billing**
2. Click **"Upgrade"** or **"Change Plan"**
3. Select new plan
4. Review plan features
5. Enter payment information (if needed)
6. Confirm upgrade
7. **Immediate Access**: New features available immediately

### Downgrading

Move to a lower plan:

1. Go to **Settings** → **Billing**
2. Click **"Change Plan"** or **"Downgrade"**
3. Select lower plan
4. Review what you'll lose:
   - Modules that won't be available
   - User limits
   - Feature restrictions
5. Confirm downgrade
6. **Effective Date**: Changes apply at next billing cycle or immediately (varies)

> **Warning**: Downgrading may deactivate modules and limit users. Review impact before confirming.

## Payment Methods

### Adding Payment Method

1. Go to **Settings** → **Billing**
2. Find **"Payment Method"** section
3. Click **"Add Payment Method"** or **"Update Card"**
4. Enter card details:
   - Card number
   - Expiration date
   - CVV
   - Billing address
5. Click **"Save"**
6. Card saved securely via Stripe

### Updating Payment Method

1. Go to **Settings** → **Billing**
2. Click **"Update Payment Method"** or **"Change Card"**
3. Enter new card details
4. Save
5. New card used for future payments

### Removing Payment Method

> **Note**: You typically need a payment method for paid plans. Removing may affect subscription.

## Billing History

### Viewing Invoices

1. Go to **Settings** → **Billing**
2. Click **"Billing History"** or **"Invoices"**
3. See all past invoices:
   - Invoice number
   - Date
   - Amount
   - Status (Paid, Pending, Failed)
   - Description

### Downloading Invoices

1. Open invoice from billing history
2. Click **"Download PDF"** or **"View Invoice"**
3. PDF invoice generated
4. Save or print

## Cancelling Subscription

### How to Cancel

1. Go to **Settings** → **Billing**
2. Find **"Subscription"** section
3. Click **"Cancel Subscription"**
4. Confirm cancellation
5. **Access Continues**: You keep access until end of billing period
6. **No Renewal**: Subscription won't renew

### After Cancellation

- **Access Until End**: Continue using until billing period ends
- **Data Retained**: Your data kept for retention period
- **Export Available**: Export your data anytime
- **Can Reactivate**: Can resubscribe anytime

### Reactivating

1. Go to **Settings** → **Billing**
2. Click **"Reactivate"** or **"Resubscribe"**
3. Select plan
4. Enter payment information
5. Confirm
6. Access restored immediately

## Add-ons

### Module Add-ons

Purchase additional modules:

1. Go to **Settings** → **Billing** → **Add-ons**
2. Click **"Module Add-ons"**
3. Select modules to add
4. Review pricing
5. Complete purchase
6. Modules activated immediately

### User Add-ons

Add more users:

1. Go to **Settings** → **Billing** → **Add-ons**
2. Click **"User Add-ons"**
3. Select number of users
4. Review pricing
5. Complete purchase
6. User limit increased immediately

### Managing Add-ons

**View Active Add-ons:**
- See all purchased add-ons
- View add-on details
- See renewal dates

**Remove Add-ons:**
1. Find add-on in list
2. Click **"Remove"** or **"Cancel"**
3. Confirm removal
4. Add-on removed at end of billing period

## Billing Information

### Updating Billing Address

1. Go to **Settings** → **Billing**
2. Find **"Billing Address"** section
3. Update address fields
4. Save

### Tax Information

If applicable:
1. Go to **Settings** → **Billing**
2. Find tax information section
3. Enter tax ID or VAT number
4. Save

## Payment Issues

### Payment Failed

**What Happens:**
- Email notification sent
- System may retry automatically
- Access may be limited if payment overdue

**Solutions:**
1. **Update Payment Method**: Add new card
2. **Check Card**: Verify card is valid
3. **Contact Support**: If issue persists
4. **Check Email**: Look for payment failure notice

### Disputed Charges

If you see an unexpected charge:
1. **Check Billing History**: Review all charges
2. **Verify Dates**: May be different billing periods
3. **Contact Support**: Explain the issue
4. **Provide Details**: Share transaction IDs

## Best Practices

1. **Keep Card Updated**: Update expired cards promptly
2. **Monitor Billing**: Check billing history regularly
3. **Set Reminders**: Remind yourself of renewal dates
4. **Export Data**: Export important data regularly
5. **Review Plans**: Periodically review if plan meets needs
6. **Contact Support**: Ask questions before making changes

## Troubleshooting

**Can't see billing page?**
- Check you have admin access
- Verify subscription is active
- Try refreshing page
- Contact support

**Payment method not saving?**
- Check card details are correct
- Verify card is valid
- Try different browser
- Check Stripe connection

**Invoice not generating?**
- Check payment was processed
- Verify subscription is active
- Contact support if missing

For more help, see [Common Issues](https://help.swellsystem.com/en/article/common-issues-solutions-1i0z5vq/).

## Next Steps

- [Account Settings](https://help.swellsystem.com/en/article/account-settings-l0236a/) - Manage profile
- [Team Management](https://help.swellsystem.com/en/article/team-management-1x692m2/) - Add users
- [General FAQs](https://help.swellsystem.com/en/article/general-faqs-13vw4rx/) - Common questions