Manage your subscription and billing

What you will accomplish

Review the billing context Formuley is using, choose a plan, manage payment details, and cancel or resume a self-serve subscription without relying on copied prices or policy terms that may change.

Before you start

• Open Settings → Billing at /settings/billing.
• Confirm the account name shown beside Billing. Personal and organization subscriptions are separate billing contexts.
• For an organization, only the organization owner can change plans, payment details, cancellation, or seats. Organization members without billing-management permission are redirected to their role landing page before Billing renders; ask the owner to complete the billing task.
• Education and Enterprise billing may be contract-managed instead of self-serve.

1. Review the current plan and usage

Use Current Plan to confirm the plan label, billing state, current-period date, and usage meters. If the subscription is trialing, canceling, past due, or waiting for a billing sync, a status badge appears here.

Open Pricing for the current plan comparison and approved prices. This guide intentionally does not duplicate price, included-seat, discount, or add-on amounts.

2. Choose and confirm a plan change

Use Review plans in /settings/billing, select the monthly or annual option shown in the interface, and review the confirmation before continuing. Formuley shows the effective timing and any billing preview for the change before submission.

The checkout acknowledgement links the current Terms of Service, Privacy Policy, and Refund & Cancellation Policy. Use those pages as the source of truth for renewal, refund, cancellation, and data-after-cancellation terms.

3. Manage payment details and invoices

For an active self-serve subscription, select Open secure Stripe billing under Payment Method. Card details and billing address are managed in Stripe; plan changes and cancellation remain in Formuley.

Use Invoice History in the same page to review the invoices currently available to the billing account.

4. Cancel, resume, or keep the current plan

In Current Plan, select Cancel Subscription and confirm the action. If cancellation is scheduled, the card shows the canceling state and offers Resume Subscription. If a lower plan is scheduled, select Keep followed by the current plan name—for example, Keep Pro—to clear that scheduled change.

Do not infer effective dates, refund eligibility, access after cancellation, or retention from an old screenshot. Confirm the dates shown in /settings/billing and the current Refund & Cancellation Policy.

5. Prepare data before a plan change

Open Settings → Data at /settings/data before a downgrade or cancellation if you need a separate copy of supported records. Available export formats depend on the current plan and the export surface.

Check your work

• The correct personal account or organization appears at the top of /settings/billing.
• The plan and billing status in Current Plan match the action you confirmed.
• Stripe opens only for payment-method management.
• A scheduled cancellation or plan change is visibly labeled before you leave the page.
• Current prices and policy details came from Pricing and the Refund & Cancellation Policy.

If something does not look right

• If /settings/billing redirects you to another page, your organization role does not have billing-management permission; ask the organization owner to make the change.
• If a completed checkout still shows a pending sync badge, refresh after Stripe returns to Formuley before repeating the purchase.
• If Stripe does not open, confirm the subscription is self-serve and active, then retry Open secure Stripe billing.
• If an invoice, cancellation date, or refund question is unresolved, use the billing contact listed in the Refund & Cancellation Policy.

Next steps

• Set up your team
• Compare current plans
• Review refund and cancellation policy