Upgrading and cancelling

All plan changes happen on Account > Billing. Stripe handles payment, card storage, and invoicing. You never enter card details into QuoteCore+ itself.

First-time subscribe (new account, no card on file)

Switching between paid plans

If you already have an active subscription and want to move to a different paid tier:

Cancelling a paid subscription

After you cancel:

• The status badge on your current-plan card may change to reflect the wind-down.
• You keep paid features until the end of the current billing period - you've paid for it, you get to use it.
• At the period end, Stripe deletes the subscription and our webhook collapses your effective plan to Starter.
• Your data is never deleted on cancellation.

Reactivating a cancelled subscription

You can resubscribe any time:

• Before the period end (sub is winding down): use Manage subscription in the portal to "renew" or "resume". Stripe will remove the cancellation flag.
• After the period end (sub is fully gone): from Account > Billing, pick any paid plan and click Choose / Purchase. Stripe checkout opens. New subscription, same launch pricing.

Updating your card

In the portal:

1. Click Manage subscription on the billing page.
2. Click Update payment method.
3. Add a new card. The old card stays on file until you delete it.

Cards are never stored in QuoteCore+. They live on Stripe's PCI-compliant infrastructure.

Downloading invoices

In the portal:

1. Click Manage subscription on the billing page.
2. Scroll to Billing history.
3. Click any invoice to download it as a PDF.

Invoices are also emailed to the address on your Stripe customer record after each successful payment.

What if my payment fails?

Stripe automatically retries failed cards on a schedule (typically day 0, 3, 5, 7 after failure). During this time:

• Your status moves to past_due then grace.
• You keep read access to everything.
• New mutations (creating quotes, sending orders) are blocked in grace.
• A banner on the billing page tells you what to do.

Update your card in the portal as soon as you can. The moment a payment succeeds, your status returns to active.

If 24 days pass with no successful payment, the subscription moves to suspended. After 75 days, pending_data_purge. See Billing for the full dunning timeline.

Disputes (chargebacks)

If you dispute a charge with your bank:

• We're notified automatically. A support ticket is opened on your account.
• Your subscription status becomes disputed while the bank reviews.
• When the dispute closes, the ticket auto-resolves and your status returns to normal (or, if the chargeback succeeded, your subscription is cancelled).

For non-dispute refund requests, contact support first.

Where to find it

Account > Billing for everything. Manage subscription opens Stripe's hosted portal.

Related

• Billing - overview of the billing page.
• Free trial - how the 14-day trial works.
• Tier limits - what each cap means.
• Contact support - for refund or dispute questions.