Managing Your Subscription

Learn how to manage your EvoDax subscription, including updating payment methods, changing plans, and understanding your billing cycle.

Accessing Billing Settings

1. Go to Settings in the sidebar
2. Click the Billing & Plan tab
3. View your current plan and usage

Your Current Plan

The billing page shows:

• Plan name - Starter, Professional, or Enterprise
• Status - Active, Trial, Past Due, etc.
• Next billing date - When you'll be charged
• Usage - Orders, users, and warehouses used

Payment Methods

Adding a Payment Method

1. Click Manage Billing
2. Opens Stripe billing portal
3. Click Add payment method
4. Enter card details
5. Save

Updating Payment Method

1. Access billing portal
2. Click on existing method
3. Select Edit or Remove
4. Add new method if needed

Supported Payment Methods

• Credit/debit cards (Visa, Mastercard, Amex)
• SEPA Direct Debit (EU)
• Bank transfer (Enterprise only)

Changing Your Plan

Upgrading

1. Go to Settings > Billing
2. Click Upgrade on desired plan
3. Review the changes
4. Confirm upgrade

Upgrades are prorated - you only pay the difference for the remaining billing period.

Downgrading

1. Go to Settings > Billing
2. Click Downgrade
3. Select the lower plan
4. Confirm

Downgrades take effect at the end of your current billing cycle. Make sure your usage fits within the new plan's limits.

Billing Cycle

• Monthly plans: Charged on the same date each month
• Annual plans: Charged annually on signup date
• Prorated charges: Applied for mid-cycle upgrades

Billing Portal

Access the Stripe billing portal to:

• View all invoices
• Download receipts
• Update billing email
• Manage payment methods
• View upcoming charges

Click Manage Billing to open.

Cancellation

To cancel your subscription:

1. Go to Settings > Billing
2. Click Manage Billing
3. Select Cancel subscription
4. Confirm cancellation

What happens when you cancel:

• Access continues until billing period ends
• Data is retained for 30 days
• Can reactivate anytime within 30 days
• After 30 days, data may be deleted

Before cancelling:

• Export any data you need
• Download reports and records
• Inform your team

Usage Limits

Monitor your usage:

• Orders - Monthly order count
• Users - Active team members
• Warehouses - Active locations

If you exceed limits:

• Warning notification sent
• Grace period of 7 days
• Consider upgrading plan

Troubleshooting

Payment failed

1. Check card details
2. Ensure sufficient funds
3. Update payment method
4. Contact your bank if blocked

Can't access features

1. Verify your plan includes the feature
2. Check subscription status
3. Contact support if issues persist

Invoice questions

1. Access billing portal
2. View invoice details
3. Contact support for clarification