Managing Your Subscription

This guide covers all aspects of managing your Equipoise subscription.

Accessing Subscription Settings

1. Log in to your dashboard
2. Click Settings in the sidebar
3. Click the Billing tab

Viewing Your Current Plan

The subscription page shows:

• Your current plan name
• Monthly or annual billing
• Next billing date
• Payment method on file

Upgrading Your Plan

How to Upgrade

1. Go to Settings > Billing
2. Find the plan you want in the plan picker
3. Click Upgrade
4. Confirm the upgrade in the dialog

What Happens When You Upgrade

• Immediate access to new features
• Prorated charge for the upgrade
• New billing cycle starts

Proration Example

If you upgrade mid-month from Professional ($49) to Organization ($149):

• You've used 15 days of your $49 plan
• You'll receive credit for the unused 15 days (~$24.50)
• You'll be charged the difference for Organization

Downgrading Your Plan

How to Downgrade

1. Go to Settings > Billing
2. Find the plan you want in the plan picker
3. Click Downgrade
4. Confirm the downgrade in the dialog

What Happens When You Downgrade

• Change takes effect at next billing date
• Keep current features until then
• May need to reduce items if over new limits

Before Downgrading

Check if you exceed the new plan's limits:

• Products count
• Events count
• Team members
• Active features

Cancelling Your Subscription

How to Cancel

1. Go to Settings > Billing
2. Click Cancel Subscription in the Subscription box
3. Confirm cancellation in the dialog

What Happens When You Cancel

• Access continues until end of billing period
• Account converts to free Starter plan
• All data is preserved
• Can reactivate anytime

Updating Payment Method

How to Update

1. Go to Settings > Billing
2. Click Manage Payment Method in the Subscription box
3. Update your card details in the billing portal
4. Save changes

Supported Payment Methods

• Visa
• Mastercard
• American Express
• Discover

Viewing Billing History

Accessing Invoices

1. Go to Subscription settings
2. Click Manage Subscription
3. Click Billing History
4. Download any invoice as PDF

Invoice Details

Each invoice includes:

• Invoice number and date
• Your organization details
• Plan and billing period
• Amount charged
• Payment method used

Reactivating After Cancellation

If you cancelled and want to return:

1. Log in to your account
2. Go to Account Settings
3. Click Reactivate Subscription
4. Choose your plan
5. Enter payment details

Your data is preserved, so you pick up where you left off.

Billing Issues

Failed Payment

If a payment fails:

1. We'll email you immediately
2. You have 7 days to update payment
3. After 7 days, account downgrades to Starter

Disputed Charges

Contact support immediately if you see:

• Unexpected charges
• Duplicate payments
• Incorrect amounts

Refund Policy

• 30-day money-back guarantee for new subscriptions
• No partial refunds after 30 days
• Contact support for special circumstances