Billing

How plans, payments, refunds, and trial management work.

Plans

See the pricing page for plan-by-plan capabilities and current prices.

How to access

/billing for current plan + invoices. /pricing (public) for the upgrade flow. /billing → Manage subscription opens the Stripe Customer Portal for card updates, plan changes, cancellation.

Trial

A 14-day free trial of Pro is available to first-time customers, card required. You can cancel during the trial with no charge — we send a reminder email 3 days before the trial ends.

Refunds

Per refund policy:

• 14-day no-questions full refund on first-time Pro subscriptions (once per customer account, not on re-subscriptions).
• After 14 days, monthly fees are non-refundable except in cases of sustained outages (>48 continuous hours of unavailability), where we offer pro-rated refunds.
• Annual plans qualify for full refund within the first 14 days.

To request a refund, email [email protected] with your account email and reason.

Common workflows

"Upgrade to Pro"

1. Click any 🔒 paywall on a Pro feature, or visit /pricing.
2. Pick monthly or annual.
3. Stripe checkout opens (hosted on Stripe's domain).
4. Enter card details. 14-day trial starts; first charge happens on day 15.
5. Redirected back to BlitzPulse, plan now reads Pro.

"Update my card"

1. /billing → Manage subscription.
2. Stripe Customer Portal opens.
3. Payment methods → Update.
4. New card replaces old; next renewal uses the new card.

"Cancel"

1. /billing → Manage subscription → Cancel subscription.
2. Pick "at period end" (default) — keep Pro until the next renewal date.
3. Or "immediately" — refund per policy if eligible, downgrade now.
4. Confirm. We email a confirmation.

"Switch from monthly to annual"

1. /billing → Manage subscription.
2. Update plan → Pro Annual.
3. Stripe pro-rates the change; you get a credit for unused monthly, billed for the annual difference.

Plan changes mid-period

• Upgrade (Free → Pro, monthly → annual) — pro-rated, immediate.
• Downgrade (Pro → Free, annual → monthly) — applies at end of current period to honor the contract you paid for.

Failed payment

If your card fails:

• We retry per Stripe's smart retry schedule (4 attempts over 21 days).
• You receive emails on each failure.
• After final failure, plan downgrades to Free; broker connections remain active but advanced features are gated.
• Update your card via the Customer Portal at any point to recover without re-onboarding.

Tips & best practices

• Use annual if you're committed — current annual discounts are shown on the pricing page.
• Keep a backup card on file via the Customer Portal to avoid involuntary downgrades.
• Refund policy is generous on the 14-day front; use the trial to test thoroughly.

Troubleshooting

• Plan still says Free after upgrade — Stripe webhook delay, usually <5 seconds. Refresh; if still wrong, contact support.
• Charged twice — extremely rare; we dedup webhooks. Email support with the Stripe receipt IDs and we'll refund the duplicate.
• Can't access Customer Portal — sign out + back in; portal session inherits your BlitzPulse auth.

See also: Settings, FAQ.