Managing your plan and billing

Upgrade, downgrade, update payment methods, and view billing history

Last updated: Oct 4, 2025

Your plan determines which features you can access, how many credits you get monthly, and how many AI agents are available to you. You can upgrade, downgrade, update payment methods, and manage all billing from one place.

Accessing billing settings

To manage your subscription:

  1. Click Settings in the left sidebar
  2. Select Plan & billing from the menu
  3. You'll see your current plan, credit balance, and payment details
Manage billing

Current plan overview

The plan page shows:

Your current plan - Free, Starter, Growth, or Business Monthly credits - How many credits you get each billing cycle Available agents - Which AI agents your plan includes Next billing date - When your next payment processes Credit balance - Current credits remaining

Upgrading your plan

To move to a higher plan:

  1. Click Upgrade plan
  2. Compare plan features and pricing
  3. Select the plan you want
  4. Review the new monthly cost
  5. Click Confirm upgrade

When you upgrade:

  • Changes take effect immediately
  • You get the new plan's full credit allocation right away
  • You're charged a prorated amount for the remainder of your billing cycle
  • Your next full charge is on your existing billing date
Compare all plans

Downgrading your plan

To move to a lower plan:

  1. Click Change plan
  2. Select a lower-tier plan
  3. Review what you'll lose access to
  4. Confirm the downgrade

When you downgrade:

  • Changes take effect at your next billing date (not immediately)
  • You keep your current plan features until then
  • No refunds for the remaining days of your current cycle
  • Your credit balance adjusts to the new plan's allocation at renewal

Canceling your subscription

To cancel:

  1. Go to Settings → Plan & billing
  2. Click Cancel subscription
  3. Choose a reason (helps us improve)
  4. Confirm cancellation

After canceling:

  • You keep access until the end of your current billing period
  • No further charges after that
  • Your account converts to the Free plan
  • Your data and settings are preserved (not deleted)
  • You can reactivate anytime

Updating payment methods

To change your payment method:

  1. Scroll to the Payment method section
  2. Click Update payment method
  3. Enter new card details or select a saved card
  4. Click Save

ConvertMate accepts:

  • Credit cards (Visa, Mastercard, American Express)
  • Debit cards
  • Some regional payment methods depending on your location

We use Stripe for secure payment processing. Your card details are never stored on ConvertMate servers.

Billing history

To view past invoices:

  1. Go to Settings → Plan & billing
  2. Scroll to Billing history
  3. Click any invoice to view or download it

Invoices show:

  • Subscription charges
  • Credit package purchases
  • Prorated adjustments
  • Taxes and fees (if applicable)

You can download invoices as PDF for your accounting records.

Purchasing credit packages

If you need more credits before your monthly renewal:

  1. Scroll to Purchase credits
  2. Choose a package size:

- 100 credits for $15 - 500 credits for $60 (20% savings) - 1,500 credits for $180 (20% savings) - 5,000 credits for $600 (20% savings)

  1. Click Buy credits
  2. Confirm the purchase

Credit packages:

  • Are charged immediately
  • Don't expire for 12 months
  • Stack if you buy multiple packages
  • Work alongside your monthly plan credits

Failed payments

If a payment fails:

  1. You'll receive an email notification
  2. Your subscription stays active for 7 days while we retry
  3. Update your payment method to avoid service interruption
  4. If payment fails for 7 days, your account downgrades to Free plan

Common reasons for failed payments:

  • Insufficient funds
  • Expired card
  • Bank blocking the charge (fraud protection)
  • Incorrect billing address

Billing cycles and dates

Your billing date is set when you first subscribe:

  • If you subscribed on Jan 15, you're billed on the 15th of each month
  • Credits renew on your billing date
  • Unused credits don't carry over

To change your billing date, contact support@convertmate.io.

Refunds

Refund policy:

  • Subscription charges are generally not refundable
  • Credit packages can be refunded within 7 days if unused
  • Enterprise plans have custom terms
  • Contact support@convertmate.io to request a refund

Credits used by agents are not refundable, but failed executions automatically refund credits.

Enterprise billing

Enterprise plans have custom billing:

  • Annual contracts available with discounts
  • Custom payment terms (NET 30, NET 60)
  • Purchase orders accepted
  • Invoice billing instead of credit card

Contact sales for enterprise billing options.

Tax and compliance

Sales tax - Applied based on your billing address where required by law. VAT - EU customers can provide VAT number for B2B transactions. Receipts - Available for all charges in your billing history. PCI compliance - All payments processed through Stripe (PCI DSS Level 1 certified).

What's next

Billing questions? Email support@convertmate.io.

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