📊 Subscription Management
Manage your organization's subscription, billing, and feature access.
Overview
The Subscription Management dashboard provides:
- Current plan and billing cycle
- Feature availability
- Usage statistics and quotas
- Billing history
- Plan upgrade/downgrade
- Payment method management
👤 Admin Access Required
Only Organization Owners can manage subscriptions and billing.
Subscription Information
Current Plan Details
View your subscription status:
- Plan Name: Starter, Growth, or Scale
- Status: Active, Trial, Past Due, Canceled
- Billing Cycle: Monthly or Annual
- Current Period: Start and end dates
- Next Billing Date: When next payment is due
- Amount: Current subscription cost
Feature Flags
See which features are enabled for your plan:
- ✅ Multi-Database Queries
- ✅ AI Insights
- ✅ Visual Workflows
- ✅ Autonomous Agents
- ✅ Chat Widget License Keys
- ✅ Shared Resources
- ✅ Collections
- ✅ Real-time Dashboard (Scale only)
- ✅ Priority Support (Scale only)
- ✅ Advanced Approvals (Scale only)
Usage & Quotas
Query Usage
Current Period: Dec 1 - Dec 31, 2024
─────────────────────────────────────
Queries Used: 7,450 / 10,000
Percentage: 74.5%
Remaining: 2,550
Days Left: 12
Projected Usage: 9,672 (within limit)
Resource Quotas
Track resource usage:
- Data Sources: 8 / 10
- AI Agents: 15 / 20
- Team Members: 12 / 15
- Storage Used: 45 GB / 100 GB
Usage Alerts
Receive notifications when:
- Reaching 80% of any quota
- Exceeding quota limits
- Trial period ending soon
- Payment method expiring
- Subscription renewal coming up
Billing Management
Payment Methods
Manage payment options:
- Add credit/debit cards
- Set default payment method
- Update billing address
- Remove old cards
// Add payment method
POST /api/billing/payment-methods
{
"card_number": "4242424242424242",
"exp_month": 12,
"exp_year": 2025,
"cvc": "123",
"billing_address": {
"line1": "123 Main St",
"city": "San Francisco",
"state": "CA",
"postal_code": "94102",
"country": "US"
}
}
Invoices
Access billing history:
- View all past invoices
- Download as PDF
- See itemized charges
- Export for accounting
Invoice Details
- Invoice number and date
- Billing period
- Line items (subscription, add-ons, overages)
- Subtotal, tax, total
- Payment method used
- Payment status
Plan Changes
Upgrading
Upgrade to a higher plan:
- Navigate to Subscription Settings
- Click "Upgrade Plan"
- Select new plan (Growth or Scale)
- Review pricing and features
- Confirm upgrade
- Takes effect immediately
- Prorated billing for current period
💡 Immediate Upgrade
Upgrades take effect immediately. You'll be charged a prorated amount for the remainder of your billing cycle.
Downgrading
Downgrade to a lower plan:
- Navigate to Subscription Settings
- Click "Change Plan"
- Select lower plan (Starter or Growth)
- Review feature changes
- Confirm downgrade
- Takes effect at end of billing cycle
- No immediate charge
⚠️ Feature Loss Warning
Downgrading may disable features you're currently using. Review impacts before downgrading.
Cancellation
Cancel your subscription:
- Access remains until end of billing period
- No refund for partial month
- Data retained for 30 days
- Can reactivate within 30 days
- Export data before canceling
Add-Ons
Available Add-Ons
Extend your plan with:
- Extra Queries: +1,000 queries for $10/month
- Additional Users: +1 user for $5/month
- Extra Storage: +100GB for $20/month
- Premium Support: Dedicated support for $500/month
Managing Add-Ons
// Add extra queries
POST /api/billing/add-ons
{
"type": "extra_queries",
"quantity": 5 // 5 packs of 1,000 queries
}
// Current add-ons
{
"extra_queries": 5, // +5,000 queries
"extra_users": 2, // +2 users
"extra_storage": 1, // +100GB
"premium_support": true
}
Trial Period
Free Trial
All plans include:
- 14-day free trial
- No credit card required
- Full feature access
- Convert to paid plan anytime
Trial Status
Track trial progress:
- Days remaining
- Usage statistics
- Convert to paid prompt
- Email reminders (7 days, 3 days, 1 day)
Subscription API
Get Subscription
GET /api/billing/subscription
Response:
{
"id": 123,
"organization_id": 456,
"plan": "growth",
"status": "active",
"billing_cycle": "monthly",
"current_period_start": "2024-12-01",
"current_period_end": "2024-12-31",
"cancel_at": null,
"features": {
"multi_db_queries": true,
"ai_insights": true,
"workflows": true,
"real_time": false,
"priority_support": false
},
"quotas": {
"monthly_queries": 10000,
"data_sources": 10,
"ai_agents": 20,
"team_members": 15
}
}
Get Usage
GET /api/billing/usage
Response:
{
"period_start": "2024-12-01",
"period_end": "2024-12-31",
"queries_used": 7450,
"queries_limit": 10000,
"data_sources_used": 8,
"ai_agents_used": 15,
"team_members": 12,
"storage_gb": 45.2
}
Best Practices
- Monitor Usage: Check quota usage regularly
- Set Alerts: Enable usage alerts to avoid surprises
- Review Monthly: Audit monthly invoices
- Plan Ahead: Upgrade before hitting limits
- Annual Billing: Save 20% with annual plans
- Clean Up: Remove unused resources to optimize
Support
Billing Support
For billing questions:
- Email: billing@datixlab.com
- Live chat (Scale plan)
- Response within 24 hours
Common Issues
- Payment Failed: Update payment method
- Over Quota: Purchase add-ons or upgrade
- Invoice Questions: Contact billing support
- Refund Requests: Within 7 days of charge