--- title: "Manage your plan, card and automatic plan upgrades" description: "How to see and change your Taxomate plan, replace your payment card, confirm a payment, add a promo code, and turn automatic plan upgrades on or off." url: https://docs.taxomate.com/en/articles/12006072-manage-your-plan-card-and-automatic-plan-upgrades collection: "Account Management" updated: 2026-11-02 language: en --- # Manage your plan, card and automatic plan upgrades How to see and change your Taxomate plan, replace your payment card, confirm a payment, add a promo code, and turn automatic plan upgrades on or off. Go to **Settings** > **Billing** to see your plan, change it, update your payment card, and see your invoices. Any team member can change the plan and the card. Only an account administrator can close the account or share the subscription with another account. If one subscription pays for more than one account, the page says so: "One subscription pays for {account} and {n} other accounts." Plan and card changes apply to every account on that subscription. ## Your subscription The **Subscription** card shows: - **Plan**, with the order limit, for example "Up to 200 orders a month". - **Price**, and when it renews. If you cancelled, it shows when the plan ends. - **Orders this month**, compared with your plan limit. The label next to **Subscription** shows the status, for example **Active**, **Trial** or **Past due**. ![Billing page with subscription, payment card, automatic plan upgrades and invoices](https://staticfiles.gleap.io/ghelparticle/qIJSP12LheJhJaDJ7ZKRBca4i2P7k5lWDHIE46Za4ckcw0SSr8TZcfldBWZSk4Re0DcfYz9Oh2x.png) ## Change your plan 1. On the **Billing** page, select **Change plan**. (If you have no active plan, the button says **Choose a plan**.) 2. Choose **Monthly** or **Yearly** under **Billing** (shown when both are offered), and choose **Orders per month**. 3. Optional: to sync your stock to QuickBooks, select **Add QuickBooks Inventory sync (beta)** under the plans. The box shows the extra price, for example "+USD 20 / month". It needs QuickBooks Online Plus or Advanced. 4. Select **Choose** on the plan you want. The plan you have now shows **Current plan**. To leave without a change, select **Keep current plan**. 5. Review the dialog "Switch to {plan}?". (With no active plan, it is "Subscribe to {plan}?".) It shows the plan, orders per month and price, and your promo code if you entered one. For a change, **Price of this change** shows what is due today and on the next invoice, including the amount for the rest of this period on the new plan and any credit for unused time on your current plan. The change starts now and applies to every account that shares the subscription. 6. Select **Switch and pay** with the amount due today, or **Switch plan** when nothing is due today. With no active plan, select **Subscribe to {plan}**. - If you change between monthly and yearly, your billing period restarts today, and Stripe charges your card now. - Credit that is more than the next invoice stays on your account and pays later invoices. It is not refunded to your card. - If you wait more than 30 minutes before you confirm, review the plan change again. If you sell more than the listed plans allow, select **Ask about a custom plan**. ### History included in your plan Your plan sets how far back Taxomate imports payouts. A yearly plan includes all history. A monthly plan includes this calendar year, and always at least the last 90 days. To get earlier years on a monthly plan, switch to yearly, or request a one-time history catch-up from the import dialog. If you switch to yearly within 60 days of paying for a catch-up, we credit the catch-up price back. If you move from yearly to monthly, Taxomate keeps the payouts that it already imported. See "How far back does Taxomate import? Getting older payouts and settlements". History catch-ups are not refundable after the import starts. If you cancel a yearly plan within 7 days after importing earlier years, we refund the plan less the catch-up price. ![Subscription plans page with the current plan, Monthly and Yearly billing, the plans and the QuickBooks Inventory add-on](https://staticfiles.gleap.io/p68a7b1342e2424396e93973d/BE9T1SksC9C9L1XQVUEBlTKM3cKs65sU4HGgSIxaQPNfukuGv6aVrwONRs9JpTfI3V88KNATs6y.png) ## Replace your payment card 1. On the **Billing** page, find **Payment card**. It shows the brand, the last four digits and the expiry date. 2. Select **Replace card**. If there is no card, select **Add card**. 3. Enter the new card in the secure form. Payments are processed by Stripe. You can also use Apple Pay or Google Pay when your browser offers it. 4. Select **Review payment card**. 5. In "Save this payment card?", select **Save payment card**. 6. Your bank may ask you to confirm the card, for example in your banking app. Follow your bank's steps. Saving replaces the default card for every account on the subscription. Future charges use the new card. To remove a card, select **Remove card**, then **Remove payment card**. Future payments can fail if no usable card remains. Removing a card does not cancel the subscription. ## Confirm a payment Sometimes a payment for your plan needs you. Your bank can ask you to confirm it (this check is called 3D Secure), or the card can be declined. Then the Billing page shows **Confirm your payment** or **Your payment did not go through**, and the dashboard shows "Your Taxomate payment needs attention". 1. Select **Confirm payment** (or **Pay invoice**). The invoice opens on Stripe in a new tab. 2. Follow your bank's steps, or pay with another card. 3. Come back to Billing and select **Check payment**. If this is your first plan, it starts after the payment goes through. You cannot choose another plan while the first payment waits. ## Promo code If Taxomate or a partner gave you a promo code, you can use it yourself: - **New plan:** on the plan step, enter the code under **Promo code** and select **Check code**. You see the discount and your new price, for example "USD 15.20 a month for 12 months, then USD 19.00 a month", before you start the plan. The discount applies when your plan starts. - **Plan you already have:** on the **Billing** page, enter the code in the **Promo code** row and select **Check code**. You see your new price. Select **Apply promo code** and confirm. The discount starts today. Billing then shows the discount, your price and when the discount ends. Invoices with a discount show it under the amount, for example "Includes USD 3.80 discount". If a code does not work, the message says why: the code was not found, it has expired, it has been used the maximum number of times, or it is for new customers only. Only one discount can apply at a time. Contact support to change a discount. ## Automatic plan upgrades **Automatic plan upgrades** are on or off. To change it, select **Turn on** or **Turn off** in the **Automatic plan upgrades** row, then confirm **Turn on automatic upgrades** or **Turn off automatic upgrades**. The setting applies to every account on the subscription. Until 31 December 2026, when imported orders pass your plan's limit, Taxomate moves you to the next plan at once. This raises the monthly charge. From 1 January 2027, Taxomate sizes your plan at each renewal: - Taxomate uses your average orders over the last 3 complete months. - If the average is above your plan's limit, you move to the smallest plan that holds it. - If the average is 80% or less of the next smaller plan's limit, and last month also fits that plan, you move down one plan. - We email you 3 to 7 days before your renewal. The new plan and price start at the renewal, so there is no charge for part of a period. A yearly plan changes at its yearly renewal. - You can keep importing after you pass your monthly limit. We email you when you use 80% of your limit and when you pass it. With **Automatic plan upgrades** off, Taxomate does not change your plan. We email you when your average is above your plan. If it stays above your plan for 2 renewals in a row, Amazon imports pause each month when you reach your limit, until you choose a larger plan or turn the setting on. If you pay through Shopify, or your plan is on older pricing, Taxomate does not change your plan automatically. ## Invoices The **Invoices** section of the Billing page lists your invoices. Each row has the date, period, amount and status. Select **View** to open the invoice on Stripe. Use **Show older invoices** for earlier ones. ## Billing ID The **Billing ID** row has a copy button. Give this ID to support for billing questions. ## If Shopify bills you If you installed Taxomate from the Shopify App Store, Shopify bills the plan. The Billing page says "Shopify bills this plan. It appears on your Shopify bill." - You cannot add or change a card in Taxomate. **Payment** shows **Your Shopify bill**. - **Change plan** opens Shopify, where a store owner approves the new charge. The plan changes after approval. Select **Review and approve in Shopify**. - **Shopify charges** lists the last 20 charges from Shopify. - You cannot cancel Shopify billing in Taxomate. Select **Contact support**. ## If your accountant pays If your accountant manages the subscription, the page says "Managed by your accountant". Ask your accountant to update the plan. ## Cancel or close Under **Cancel or close**, you can select **Cancel subscription** or **Close account**. See "How do I cancel my account?" and "Close an account".