Invoices, payment methods, and cancelling

1 min readUpdated

Managing billing through the Stripe portal, what cancelling does, and what happens if a payment fails.

Everything to do with money — your card, your invoices, and cancelling — is handled in Stripe's billing portal, reachable from Manage billing in Settings → Plan. That is deliberate: this app never stores your card details.

What the billing portal can do

  • Update or replace your payment method.
  • Download past invoices and receipts.
  • Update the billing address and tax details on your invoices.
  • Cancel your subscription.

Manage billing only appears once you have upgraded at least once — before that there is no customer record to open.

Cancelling

Cancelling stops the next renewal. It does not end your access immediately: Pro stays active until the end of the period you have already paid for, and Settings → Plan shows the date it will end. When that date passes you move to Free.

Nothing is deleted when you move to Free — all your trades, diary entries, and existing screenshots remain. But if you are over the Free limits, you keep what you have and simply cannot add more accounts or strategies until you are back under them or upgrade again.

If a payment fails

Your plan is marked past due and you will see a notice in the app. Stripe retries automatically, so an expired card usually resolves itself once you update it in the billing portal — you do not need to re-subscribe. A successful retry restores Pro immediately.

Refunds

There is a 7-day no-card trial specifically so that paying is a decision you make after using the product. If something has still gone wrong — a duplicate charge, or a renewal you did not expect — email [email protected] with the invoice and we will sort it out.

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