Managing Your Subscription

Overview

Formuley offers six subscription tiers designed to match your business at every stage. You can manage your plan, payment method, and billing preferences from the Settings page. Eligible self-serve accounts start with an automatic 14-day Pro trial and no credit card is required.

Subscription Tiers

Plan	Monthly	Annual	Included Users
Free	$0	$0	1
Maker	$20/mo	$199/yr	1
Pro	$49/mo	$490/yr	1
Business	$299/mo	$2,990/yr	5
Lab	$699/mo	$6,990/yr	15
Enterprise	Custom	Custom	Unlimited

Annual pricing is billed as a single payment and offers savings compared to paying monthly. The Business plan charges $29/seat for additional team members beyond 5, and the Lab plan charges $49/seat beyond 15.

Client Portal branding is included by tier:

• Business -- Client Portal included. Formuley branded. Powered by Formuley visible.
• Lab -- Branded Client Portal included: custom logo, brand colors, and personalized welcome page.
• Lab white-label add-on -- Lab white-label add-on: $149/mo for full white label, everything except custom domain.
• Enterprise -- White Label Client Portal included: your domain, your login page, branded COAs, branded emails, and Formuley branding removed entirely.

Accessing Billing Settings

1. Click Settings in the sidebar to open the settings page at /settings.
2. Select the Billing tab to go to /settings/billing.
3. Here you can view your current plan, billing cycle, next payment date, and payment method.

Choosing a Plan

Start on Free and upgrade only when your workflow needs more capacity or advanced features:

• Free ($0) -- for exploring the workflow. Includes 2 formulas, 10 raw materials, 1 active batch, Making Mode, basic INCI/compliance tools, and core formulation workflows.
• Maker ($20/mo) -- for solo formulators who need more room, recipe import, and expanded calculator workflows before Pro.
• Pro ($49/mo) -- for makers who are launching and selling. Adds unlimited raw materials and formulas, Marketplace import and premium checkout, full compliance suite, AI tools, label generator, Profit Guardian, and ecommerce integrations.
• Business ($299/mo) -- for teams and client work. Adds team members, workspaces, custom reports, API access, document management, and a Formuley-branded Client Portal.
• Lab ($699/mo) -- founding lab pricing for serious manufacturing operations. Adds accounting exports, custom roles, GMP documentation, audit logs, phone support, a dedicated account manager, and a branded Client Portal.
• Enterprise (custom pricing) -- for large organizations. Can include assisted SAML rollout, IP restrictions, unlimited API access, custom solutions, and a White Label Client Portal. Contact sales for contract terms.

Automatic Pro Trial

If your account is eligible, your 14-day Pro trial starts automatically when the account is created:

1. Sign up for a self-serve Formuley account.
2. Use Pro features during the 14-day window.
3. Subscribe only if you want to keep a paid plan after the trial.

If you subscribe during the trial, Formuley collects payment details through Stripe but keeps the remaining trial time intact. Paid billing starts when the trial ends. If you do not subscribe, your account transitions to the Free plan.

Refund Policy

Self-serve paid plans are generally non-refundable after purchase or renewal. Formuley only issues self-serve refunds for:

• Duplicate or incorrect charges
• Material service failure caused by Formuley
• Situations where a refund is required by law

Approved self-serve refunds are handled manually by the Formuley team and are issued as full refunds only where policy or law allows. Unused time, downgrades, missed cancellations, and unused features do not qualify for prorated or partial subscription refunds. Enterprise and Education billing terms are governed by the signed order form or contract.

Upgrading Your Plan

1. Go to Settings then Billing.
2. Click Change Plan or Upgrade.
3. Select your new plan and billing cycle (monthly or annual).
4. Confirm the change. Formuley applies the new plan immediately. If you are upgrading mid-cycle, you are charged a prorated amount for the remainder of the current billing period.

New features from the higher tier become available as soon as the upgrade is confirmed.

Downgrading Your Plan

1. Go to Settings then Billing.
2. Click Change Plan.
3. Select the lower plan you want to switch to.
4. Confirm the change. The downgrade takes effect at the end of your current billing period. You retain access to your current plan's features until then.

Before downgrading, review the feature differences between plans. If you are using features exclusive to your current tier (for example, team workspaces on Business), make sure to export or adjust your data as needed.

Payment Methods

Formuley uses Stripe for payment processing. All major credit and debit cards are accepted. To update your payment method:

1. Go to Settings then Billing.
2. Click Update Payment Method.
3. Enter your new card details in the Stripe-secured form.
4. Click Save. The new card is used for all future charges.

Cancelling Your Subscription

If you need to cancel:

1. Go to Settings then Billing.
2. Click Cancel Subscription.
3. Confirm the cancellation.

After cancelling, you keep full access to your current plan through the end of the billing period. When the period ends, your account transitions to the Free plan. Your data remains available, and you can continue working within Free plan limits.

Failed Payment Recovery

If a renewal payment fails, Formuley marks the subscription as past due and starts a 7-day payment recovery window. During that window:

1. You keep paid access temporarily.
2. Formuley emails the account owner with retry reminders.
3. You can update the payment method from Settings then Billing.

If payment is still not recovered by the end of the 7-day window, Formuley cancels the subscription and returns the account to the Free plan. Organization-owned subscriptions follow the same rule and notify the organization owner.

Data Export Before Cancellation

Before cancelling, you may want to export your data. Go to Settings then Data at /settings/data to access export, import, and backup options. You can export your formulas, raw materials, batches, and financial data in CSV or PDF format depending on your plan.

Account Deletion

If you want to permanently delete your account:

1. Go to Settings then Data.
2. Click Delete Account.
3. Confirm the deletion.

Deleting your account is permanent. Formuley removes account data from active systems promptly after deletion, while legally required records and encrypted backups are retained only as needed under our normal retention processes.

Notification Preferences

Manage billing and product notifications at Settings then Notifications (/settings/notifications). You can control which email notifications you receive, including billing receipts, renewal reminders, and usage alerts.

Tips

• Choose annual billing to save compared to monthly payments. For example, the Pro plan saves $98/year on annual billing.
• If you are unsure which plan to choose, use the automatic Pro trial to finish one real launch-ready workflow, then choose Maker or Pro based on what you actually used.
• Export your data before downgrading or cancelling to ensure you have a backup of everything.
• For details on adding team members and managing seats, see Setting Up Your Team.