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Managing Your Subscription

Handle all billing and subscription tasks from Settings > Billing (or the Billing link in the sidebar).

Viewing your plan​

The billing page shows:

  • Your current plan and pricing
  • Number of seats (active users)
  • Usage for active transactions, AI extractions, and team members
  • Next billing date
  • Payment method on file

Adding or removing seats​

As your team grows or shrinks:

  • Add a seat — Invite a new team member and a seat is added automatically. You'll be billed for the additional seat on your next billing cycle.
  • Remove a seat — Deactivate a user in Settings > Team Members. The seat is freed up and your bill adjusts on the next cycle.
  • Cancel an invitation — If an invitation added a paid seat, cancelling it from Settings > Team Members (the X on the invitation row) removes that seat again, with proration. The seat stays if removing it would leave fewer seats than the members and pending invitations you have. See Cancelling an invitation.

Updating payment info​

Click Update Payment Method on the billing page to change your credit card or payment details.

If a payment fails​

When a subscription charge doesn't go through, owners and admins see an amber banner on every page, with an Update payment button. The Update payment button opens Stripe's page for updating your card. The billing page shows its own Payment failed warning with an Update Payment button that opens Stripe's billing portal. Other team members don't see the banner.

The banner says one of these:

  • Payment failed. "Your card was declined. Update your card by [date] to keep your subscription; after that it will be canceled and your account moves to Free."
  • Payment failed. "Your last subscription charge didn't go through. Update your payment method to keep your subscription active." You see this version when there is no fix-by date to show.
  • Account limited. "Your payment didn't go through, so your account is limited to Free features. Update your payment method to restore Pro access."

DocJacket also emails you. The email explains what kind of decline it was and, when a retry is coming, the date of the next automatic try. It gives the date by which the payment needs to go through, and says your account still has full access for now and your deals and documents stay. Its Update payment method button takes an owner or admin straight to Stripe's page for updating the card; anyone else lands on the billing page.

Managing seats​

Paid plans can manage seat count from Settings > Billing.

Open Manage Seats, choose the total seats you want, and confirm the change. The minimum seat count is based on your current active members and pending invitations.

Canceling​

If you need to cancel your subscription:

  1. Go to Settings > Billing
  2. Click Cancel Subscription
  3. Your account remains active until the end of the current billing period

Your data is retained for a period after cancellation in case you want to come back.

Questions?​

For billing questions or issues, reach out to hello@docjacket.com. We're happy to help.