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Manage your subscription

Update your card, find your invoices, switch between monthly and annual, and cancel, all from the Billing & Seats tab.

Your subscription lives on the Billing & Seats tab in Settings. It shows your plan, your rate, seat usage, and a Manage plan button that opens the billing portal, where payment details and invoices are kept.

Only the account owner and admins can open this tab. If you are an agent on a team and need something changed, ask your team leader.

Update your card

  1. Open Settings, then Billing & Seats.
  2. Select Manage plan. The billing portal opens.
  3. Under payment method, add the new card and make it the default. You can remove the old one afterwards.

The next charge uses the new card. If a charge has already failed, updating the card settles it straight away; see When a payment fails.

Find an invoice

Every invoice is listed in the billing portal, under invoice history, with a PDF you can download for your books. Each one shows the plan, the period it covers, and sales tax where it applies.

Switch between monthly and annual

Annual is ten months for twelve. To switch, email support@tetherlines.com and we make the change at the end of your current period, so you are never charged twice for the same days. The rate itself does not change: an annual plan at the founding rate is the founding monthly rate times ten.

Cancel

  1. Open Settings, then Billing & Seats, then Manage plan.
  2. In the billing portal, select cancel. It asks for a reason; that is optional.
  3. Confirm.

Cancellation takes effect at the end of the period you have already paid for. You keep full access until then, and nothing is charged after that. Your data stays in the account.

Annual plans can be refunded for the unused months if you cancel within the first 30 days. Email support@tetherlines.com and we take care of it. After the first 30 days, an annual plan runs to the end of its term.

Coming back

After a cancellation, the account becomes read only when the paid period ends: you can open everything and export it, but changes are not saved, and nothing is deleted.

Start a subscription again from the Billing & Seats tab:

  • Within 90 days of the account going read only, everything comes back at the rate you had.
  • After 90 days, you can still start a new subscription, but at the current rate, and we do not promise to keep the data past that window. Export before it closes; see Export your data.

Change plan

Moving from Solo to Team is done in the app, not in the billing portal, so your locked rate carries over. See Move from Solo to Team.

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