Manage your plan

Owners and admins manage the organization’s plan from Settings > Billing. Other members can see the plan but not change it. For prices, see the pricing page.

Upgrade from Free

1. Go to Settings > Billing and, in the Plan card, choose Choose a plan.
2. Choose Pro for yourself or Team to collaborate. For Team, set the number of Team seats. Seats include the owner and unused purchased seats, and pending invitations reserve a seat.
3. If the billing information is missing, choose Add and fill it in. See Billing details and invoices.
4. If you buy as an individual, select I want the service to start now. If I withdraw within 14 days, I pay for the time used.
5. Choose Continue to checkout and pay on the secure checkout page.

Back in the app, a message confirms the payment and the plan updates shortly after. The Plan card then shows the Monthly total and the renewal date.

Renewal

Pro and Team renew monthly. The Plan card shows Renews on and the date. At renewal, the monthly credits are replaced with the new period’s credits. You pay with the payment method saved at checkout; to change it, see Payment methods.

If a payment fails, the plan shows Past due or Unpaid. Update your payment method. While a payment is outstanding, you cannot change the plan or storage.

Change plan or seats

1. In the Plan card, choose Manage plan.
2. Choose Pro or Team, and for Team the number of Team seats.
3. Review the summary: Due now, the new monthly amount, and when the change takes effect.
4. Choose Confirm change.

Change	When it applies
Pro to Team, or more Team seats	Immediately, with a prorated charge and additional credits for the rest of the period
Team to Pro, or fewer Team seats	At renewal; the current allowance stays until then

Before you reduce seats or switch to Pro, remove members and revoke pending invitations above the new limit. See Members and invitations.

A scheduled change shows in the Plan card with its date. To undo it, choose Keep current plan and seats. You cannot make other changes while a change is scheduled.

Change extra storage

On Pro and Team, the Storage card adds storage on top of the plan. It adds storage only, not credits.

1. In the Storage card, choose Manage storage.
2. Increase or decrease Extra storage.
3. Review the prorated adjustment and choose Confirm change.

Changes apply immediately. A decrease is applied to future invoices, with no cash refund. Your data stays, but saving new files may be blocked above the new limit.

Cancel your subscription

Canceling stops the subscription from renewing. It is different from withdrawal.

1. Go to Settings > Billing.
2. In the Plan card, choose Cancel subscription.
3. Review what happens and choose Cancel subscription to confirm, or Keep subscription.

After you cancel:

• The plan and add-ons stay active until the end of the paid period. The Plan card shows Ends on and the date.
• Then the organization moves to the Free plan and its limits.
• Existing members and data stay. Free limits apply to new members, datasets, and stored files.
• Purchased credits never expire and are kept.

You can also cancel by writing to team@annota.ai.

Resume a canceled subscription

Until the period ends, choose Resume subscription in the Plan card. The subscription renews as before. If the organization is scheduled for deletion, the button is Keep organization and also cancels the deletion.

Withdraw as a consumer

If you bought a subscription as an individual (consumer), you can withdraw from the contract within fourteen days of buying it. Withdrawal ends the contract with a refund. Business buyers do not have this right.

You can withdraw in two ways:

• In the app: on the Billing page, the Right of withdrawal card lists the subscriptions you bought that you can still withdraw from. Choose Withdraw from contract here, confirm your Full name and Email, and choose Confirm withdrawal. We email you an acknowledgement with the date and time of your withdrawal.
• By email: send an explicit statement to team@annota.ai.

The subscription is canceled immediately and does not renew. We refund you within fourteen days, minus the service provided up to the withdrawal as the Terms of Service calculate it.

Note

Credit purchases cannot be withdrawn from: before paying, you ask for the credits immediately and acknowledge losing the right of withdrawal.

Redeem a promo code

Owners and admins can redeem codes for credits or for a discount on the plan or on credits.

1. In the Promo code card, choose Redeem code.
2. Enter the Promo code and choose Redeem.

Credits are added at once. A plan discount applies to your subscription, or to your next plan purchase. A credit discount applies to your next credit purchase. Some codes work only when you create a new organization.

Next steps

• Billing details and invoices
• Credit usage
• Delete an organization