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Managing Your Subscription

Learn how to upgrade, downgrade, or cancel your DocWeb subscription.

Upgrading Your Plan​

From the App​

  1. Click the credits display in the session sidebar
  2. Click "Upgrade" or "View Plans"
  3. Select your desired tier (Pro or Max)
  4. Complete payment via Stripe

What Happens When You Upgrade​

  • Immediate access to new tier benefits
  • Credits reset to new tier limit
  • Session limit increases immediately
  • Billing starts from upgrade date

Downgrading Your Plan​

How to Downgrade​

  1. Access the Stripe Customer Portal (link in account settings)
  2. Select "Change Plan"
  3. Choose a lower tier
  4. Confirm the change

What Happens When You Downgrade​

  • Change takes effect at end of billing period
  • Credits reduce to new tier limit
  • Sessions exceeding new limit are archived (not deleted)
  • You keep access to Pro/Max until period ends

Canceling Your Subscription​

How to Cancel​

  1. Access the Stripe Customer Portal
  2. Click "Cancel Subscription"
  3. Confirm cancellation

What Happens When You Cancel​

  • Access continues until end of billing period
  • Account reverts to Free tier afterward
  • Sessions exceeding Free limit are archived
  • Data is NOT deleted (you can re-subscribe)

Stripe Customer Portal​

The Stripe Customer Portal lets you:

  • View payment history
  • Update payment method
  • Change subscription plan
  • Cancel subscription
  • Download invoices

Access via: Account Settings → Manage Subscription

Billing Cycle​

Monthly Billing​

  • Subscriptions are billed monthly
  • Billed on the same day each month
  • Pro-rated if you upgrade mid-cycle

Payment Methods​

  • Credit cards (Visa, Mastercard, Amex)
  • Debit cards
  • Processed securely via Stripe

Failed Payments​

If a payment fails:

  1. You receive an email notification
  2. Stripe retries the payment
  3. After multiple failures, subscription is paused
  4. Update payment method to restore access

Invoices and Receipts​

Accessing Invoices​

  1. Open Stripe Customer Portal
  2. Click "Billing History"
  3. Download PDF invoices

Invoice Contents​

  • Plan name and price
  • Billing period
  • Payment method (last 4 digits)
  • Tax information (if applicable)

Refunds​

Refund Policy​

  • No refunds for partial months
  • No refunds for unused credits
  • Contact support for exceptional circumstances

Requesting a Refund​

Email [email protected] with:

  • Account email
  • Reason for refund request
  • Billing period in question

Session Limits and Archiving​

When You Downgrade​

If you have more sessions than your new tier allows:

  • Oldest sessions (by lastAccessedAt) are archived
  • Archived sessions remain in the database
  • They don't count toward your limit
  • Data is preserved

Accessing Archived Sessions​

Currently, archived sessions are not visible in the UI. To restore access, upgrade to a tier with a higher session limit.

FAQ​

Can I switch between Pro and Max?​

Yes, you can upgrade from Pro to Max or downgrade from Max to Pro at any time via the Stripe Customer Portal.

What if I need more than 100 credits/day?​

Contact us at [email protected] to discuss enterprise options.

Is there an annual discount?​

Not currently. All subscriptions are monthly.

Can I pause my subscription?​

Not directly, but you can cancel and re-subscribe later. Your data is preserved.

How do I update my payment method?​

Use the Stripe Customer Portal → "Payment Methods" → "Add" or "Update"