Managing Subscription

Everything you need to manage your tahc subscription.

Viewing Your Subscription

You'll see:

• Current plan
• Billing cycle (monthly/annual)
• Next billing date
• Payment method
• Recent invoices

Upgrading Your Plan

How to Upgrade

What Happens

• New features available immediately
• Prorated charge for remaining billing cycle
• No double-billing

Prorated Billing Example

If you upgrade mid-cycle:

• Current plan: $19/month (Starter)
• Upgrade to: $39/month (Starter+)
• 15 days remaining in cycle
• You pay: ~$10 prorated difference

Downgrading Your Plan

How to Downgrade

What Happens

• Current features until end of billing cycle
• New plan starts at next billing
• No refund for remaining time
• Review feature loss before confirming

Before Downgrading

Check if you'll exceed limits:

• Team members (may need to remove some)
• Knowledge base articles (may need to delete some)
• Features (orchestrations, API access, etc.)

Updating Payment Method

Changing Card

Payment Security

• Card details secured by Stripe
• We never see your full card number
• PCI compliant

Viewing Invoices

Accessing Invoices

1. Go to Settings > Billing
2. Click Invoices
3. View all past invoices

Invoice Details

Each invoice shows:

• Invoice date
• Amount charged
• Plan details
• Payment method used

Downloading Invoices

• Click any invoice
• Select Download PDF
• Use for expense reports

Canceling Your Subscription

How to Cancel

What Happens When You Cancel

• Access continues until end of billing cycle
• Data retained for 30 days
• Can reactivate within 30 days
• After 30 days, data is deleted

Getting a Refund

Within 30 days of payment:

1. Contact [email protected]
2. Request refund
3. Processed within 5-7 business days

Switching to Annual

Why Switch

• Save 20% on your plan
• Lock in current pricing
• Fewer billing hassles

How to Switch

Prorated Credit

If switching mid-cycle:

• Credit for remaining monthly time
• Applied to annual payment
• Start new annual cycle immediately

Team Member Limits

At Your Limit

If you can't add more members:

1. Upgrade to a higher plan, or
2. Remove an existing member

Approaching Limit

Review team needs:

• Are all members active?
• Anyone who should be removed?
• Time to upgrade?

Billing Notifications

What You'll Receive

• Payment confirmation — After each charge
• Payment failed — If charge fails
• Upcoming renewal — 7 days before
• Plan changes — Confirmation of changes

Update Email

Change billing email in Settings > Billing > Billing Contact.

Troubleshooting

Payment Failed

1. Check card details
2. Ensure sufficient funds
3. Update payment method
4. Retry payment

Can't Downgrade

Might be because:

• Too many team members
• Too many knowledge base articles
• Active features not in lower plan

Solution: Remove excess resources first.

Invoice Missing

1. Check spam folder
2. Verify billing email
3. Download from dashboard
4. Contact support if needed

Enterprise Billing

For Enterprise customers:

• Invoice billing available
• NET 30 terms
• Purchase orders accepted
• Dedicated billing contact

Contact [email protected] for Enterprise.

Next Steps

• Compare plans
• Contact support
• View team limits