Managing Your Subscription

Manage your Palett subscription including plan changes, billing updates, and cancellations—all from your account settings.

Current Plans & Pricing

Plan Overview

All paid plans include:

• Unlimited projects
• Watermark-free exports
• Video generation
• Priority support (Studio & Agency)
• Custom branding (Studio & Agency)

See FAQ for complete feature comparison.

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Upgrading Your Plan

When to Upgrade

Signs you need more:

• Hit your 5-project limit (Free → Professional)
• Running out of monthly AI credits
• Need watermark-free exports for client presentations
• Want video generation features
• Team needs collaboration features

How to Upgrade

1. Go to Account Settings → Billing → Current Plan
2. Click "Upgrade"
3. Choose new plan: Professional, Studio, or Agency
4. Choose billing cycle: Monthly or Annual (save 20%)
5. Review pricing: See prorated charge for immediate upgrade
6. Confirm payment method
7. Click "Upgrade Now"

Takes effect immediately:

• New features unlock
• Credit allocation updates
• Project limit removed
• Billing adjusts for remainder of period

Prorated Billing

How it works:

You're on Professional ($49/mo), 15 days into billing cycle
You upgrade to Studio ($149/mo)

Calculation:
- Professional unused time: $24.50 credit (15 days remaining)
- Studio prorated cost: $74.50 (15 days)
- Immediate charge: $50 ($74.50 - $24.50)

Next billing: Full $149 on your new billing date

Always fair: You never pay twice for the same period

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Downgrading Your Plan

When to Downgrade

Common reasons:

• Project volume decreased
• Not using all AI credits
• Budget changes
• Trying lower tier to see if sufficient

How to Downgrade

1. Go to Account Settings → Billing → Current Plan
2. Click "Change Plan"
3. Choose lower plan: Studio → Professional, or Professional → Free
4. Review downgrade details: What you'll lose access to
5. Choose when: End of current period (recommended) or Immediately
6. Confirm downgrade

Recommended: Downgrade at end of period

• Keep current features until billing cycle ends
• Use remaining credits
• No immediate changes

Immediate downgrade:

• Lose features now
• No refund for unused time
• Unused credits remain (but can't generate if below new tier)

What Happens When You Downgrade

Access retained:

• ✅ All existing projects (even if over new limit)
• ✅ All boards and materials
• ✅ All past visualizations
• ✅ Team members remain
• ✅ Purchased credit packs (can still use)

Access lost:

• ❌ Can't create projects over new limit
• ❌ Monthly credit allocation reduced
• ❌ Video generation (if downgrading to Free)
• ❌ Watermark-free exports (if downgrading to Free)
• ❌ Advanced features (branding, etc.)

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Canceling Your Subscription

Before You Cancel

Consider:

• Downgrading to Free tier instead (keeps your data, no cost)
• Pausing unused projects (archive them)
• Exporting important boards as PDFs
• Reviewing if credits were the issue (buy packs instead)

How to Cancel

1. Go to Account Settings → Billing → Current Plan
2. Click "Cancel Subscription"
3. Select cancellation date:
   • End of current period (recommended—keep access until paid period ends)
   • Immediately (lose access now, no refund)
4. (Optional) Tell us why: Helps us improve
5. Confirm cancellation

What happens:

• If "end of period": Keep access until billing date, then downgrade to Free
• If "immediately": Downgrade to Free now, no refund for unused time

What You Keep (Free Tier)

After cancellation, you're on Free tier:

• ✅ 5 projects (archive extras)
• ✅ All your boards and materials (view only if over project limit)
• ✅ All past visualizations
• ✅ 100 AI chat messages/day
• ✅ Material search

You lose:

• Monthly AI credits (but can buy packs)
• Video generation
• Watermark-free exports
• Unlimited projects

Want everything deleted? See Account Settings for full account deletion.

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Billing Cycle Changes

Monthly to Annual

Why switch:

• Save 20% (nearly 2.5 months free)
• Avoid monthly charge notifications
• Lock in current pricing for full year

How:

1. Account Settings → Billing → Change to Annual
2. Pay prorated amount for remainder of current month
3. Billed annually going forward

Example:

Professional Monthly: $49/mo
Professional Annual: $470/yr ($39/mo effective)
Savings: $118/year

Annual to Monthly

Why switch:

• Need month-to-month flexibility
• Planning to cancel soon
• Cash flow preference

How:

1. Account Settings → Billing → Change to Monthly
2. Change takes effect at end of current annual period
3. No immediate changes or charges

Note: Can't get refund for unused annual time

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Billing Information

Updating Payment Method

Add or change credit card:

1. Account Settings → Billing → Payment Method
2. Click "Update Card"
3. Enter new card details
4. Save

Takes effect: Next billing cycle

Multiple cards: Set default for automatic billing

Updating Billing Address

For invoices and tax purposes:

1. Account Settings → Billing → Billing Address
2. Update address, city, state, ZIP, country
3. Add tax ID if applicable (for VAT, etc.)
4. Save

Why it matters: Affects tax calculations and invoice generation

Viewing Invoices

Access past invoices:

1. Account Settings → Billing → Invoices
2. View list of all past charges
3. Download PDFs for accounting

Invoices include:

• Date and invoice number
• Plan and billing cycle
• Amount charged
• Payment method
• Your billing address

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Credits & Add-Ons

Buying Credit Packs

When monthly allocation isn't enough:

1. Account Settings → Billing → Buy Credits
2. Choose pack:
   • Small: 50 credits for $15
   • Medium: 100 credits for $25
   • Large: 350 credits + 15% bonus for $75
3. Pay with card on file or new card
4. Credits added instantly

Benefits:

• Never expire
• Stack with monthly allocation
• Available on all plans (even Free)

Credit Usage History

Track spending:

1. Account Settings → Billing → Credit Usage
2. View:
   • Date/time of generation
   • Credits consumed
   • Project and type (image/video)
   • Remaining balance after

Use for:

• Understanding consumption patterns
• Planning monthly needs
• Justifying upgrade/downgrade

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Team Billing (Studio & Agency)

Managing Team Accounts

Account owner manages billing:

• Add/remove team members (no per-seat charge)
• View team credit usage
• Set project access
• Transfer account ownership

Team members can't:

• View billing details
• Change subscription
• Buy credits (unless admin)

Transferring Account Ownership

When needed (owner leaving company, etc.):

1. Account Settings → Team → Transfer Ownership
2. Choose new owner (must be Admin on account)
3. Confirm transfer
4. New owner takes over billing and account management

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Failed Payments

What Happens

If payment fails:

1. Day 1: Email notification + retry in 3 days
2. Day 4: Second retry + email
3. Day 7: Third retry + email warning
4. Day 10: Account downgraded to Free tier

During grace period:

• ✅ Full access continues
• ⚠️ Update payment method to avoid downgrade

Fixing Failed Payments

Update card immediately:

1. Account Settings → Billing → Payment Method
2. Update to valid card
3. System retries automatically
4. Receive confirmation email when successful

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Refund Policy

What's Refundable

Within 30 days of initial purchase:

• ✅ Full refund if dissatisfied
• ✅ No questions asked
• ✅ Contact support to request

Not refundable:

• ❌ After 30 days
• ❌ Unused credits (monthly allocation or packs)
• ❌ Partial months (if you downgrade mid-cycle)
• ❌ Renewals of existing subscriptions

To request refund: Email support@palett.space with order details

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Troubleshooting

"Can't upgrade—payment failed"

Check:

• Card has sufficient funds
• Card not expired
• Billing address matches card
• Card allows international charges (if outside US)

Try:

• Different card
• Contact bank to authorize charge
• PayPal as alternative (if available)

"Downgraded but still being charged"

Likely:

• Downgrade scheduled for end of period (not immediate)
• Check: Billing → Current Plan → "Downgrade pending on [date]"

Solution: Wait until scheduled date, or contact support if billing date passed

"Lost access to projects after downgrade"

Expected behavior:

• Free tier = 5 projects max
• Can view projects 6+ but can't edit or create more

Solution:

• Archive unused projects
• Or upgrade to Professional (unlimited projects)

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What's Next?

• Account Settings: Manage profile, preferences, and security
• Understanding Credits: Optimize your credit usage
• FAQ: Common billing and plan questions

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Need billing help? Chat with us (bottom right) or email support@palett.space.