Everything billing-related lives at Settings → Billing. The page shows your current plan, billing interval, next invoice date, and links to Stripe's customer portal for the heavier lifting.
Plan changes
Right column of the page shows your current plan with an "Upgrade" or "Manage" button.
Upgrading
Click Upgrade to [next tier]. You're taken to a Stripe Checkout flow with the new plan pre-selected. Confirm payment, redirect back, and:
- The change takes effect immediately.
- Stripe prorates the difference for the rest of the current cycle. So if you upgrade halfway through April from Pro ($79) to Business ($149), you're charged ~$35 extra to cover the remaining ~half-month.
- Your next invoice (May 1, e.g.) is the full Business amount.
Feature gates lift the moment the upgrade processes — no logout/login needed.
Downgrading
Click Manage subscription → opens the Stripe customer portal in a new tab. There you can pick a lower-tier plan.
- The change takes effect at the next billing cycle — no proration. You keep the higher tier until then.
- Plan-gated features become read-only after the cycle change. Configured rules / templates / integrations stay configured but inactive.
- Re-upgrade any time to reactivate.
Switching annual ↔ monthly
Same Stripe portal. Switching is also at next-cycle, no proration.
Card / payment method
Stripe customer portal handles card updates:
- Add a new card — for backup or replacement.
- Update existing card — change expiration, CVV, billing zip.
- Remove a card — only if there's a fallback.
If your card declines on a renewal, you'll see an in-app banner ("Payment past due — update your card") that links to the portal directly.
Invoices
The portal also lists every invoice (paid + open + uncollectible) with a download link for each PDF. Useful for expense reports or your accountant.
Past invoices are kept indefinitely — even if you cancel, you can reconnect to download historical invoices through the portal's "Forgot which email?" flow.
Cancellation
Two paths:
- Cancel via the portal — Stripe-managed, takes effect at end of current cycle. You keep paid features until then.
- Cancel via support — email support@trytimely.com for harder edge cases (account closure, GDPR delete, etc.).
After cancellation, your account drops to free read-only at the cycle end. Schedules and employees stay viewable; new edits are gated. Data is retained indefinitely so you can reactivate later.
What's not in the portal
A few things that managers expect to be in billing settings but aren't:
- Receipts — Stripe portal handles these; we don't issue separate Timely receipts.
- W-9 / vendor info — for orgs that need a tax form before they can pay us, email support@trytimely.com.
- Custom contracts — Enterprise-only. Email sales@trytimely.com.
- Volume / multi-org pricing — also Enterprise-only.
Refunds
We don't auto-prorate refunds for cancellations. If something's gone wrong (billed by mistake, app outage, etc.) email support and we'll sort it out individually.