---
title: "Choose and manage your plan"
summary: "Compare plans, buy seats for an organisation, change your plan or seats with a price review, cancel or resume, and pay what's due in Matilda on the web."
url: https://help.maincode.com/products/matilda/v1/en/billing/manage-your-subscription
product: "Matilda"
kind: how-to
version: v1
source: MaincodeHQ/matilda-apps@44e52b188d4d324371ee5fb4bb094dc1789ea478
---

# Choose and manage your plan

Compare plans, buy seats for an organisation, change your plan or seats after a price review, cancel or resume, and pay what's due, all in Matilda on the web.

## Open the right Billing page {#choose-the-correct-payer}

For your own plan, open **Settings → Billing**. For an organisation, open the account menu, choose **Organisation settings**, then **Billing**. Organisations are billed separately from your own plan, so check the organisation name at the top of the page.

Owners and billing admins can change the plan, cancel or resume it, pay and manage how the account pays. Billing viewers can see the plan and invoices only; the **Payment** section tells them that owners and billing admins manage how the account pays.

If you see **The team plans and billing trial isn’t enabled for your account**, contact support to check availability for your account.

Opening Billing doesn't buy or change anything.

## Compare plans {#compare-plans}

**Plans** shows **Personal** and **Business** plans with their catalogue prices. Review the final total at checkout. Your current Personal plan is marked **Current plan**, with **Manage plan** to open Billing.

Check the currency and tax wording beside the prices. **AUD** means Australian
dollars. Prices marked **including GST where applicable** already include
applicable GST; it isn't added on top. Stripe uses your billing address to
calculate the tax shown at checkout. Only billing intervals offered for the
selected plan can be purchased.

Under **Business**, **Set up your organisation** starts a new organisation. If you already own one, you'll see **Manage** followed by its name, or **Your organisations** if you own several. **Talk to us** under **Enterprise** is for custom terms.

A price in a screenshot is sample data, not a current offer.

## Get a Personal plan {#get-a-personal-plan}

1. On **Plans**, select **Personal**, then **Choose** with the plan's name.
   Billing opens with that plan selected.
2. The first time, Billing shows **You don’t have a paid plan**. Select
   **Set up billing**. This creates your billing account and doesn't charge
   anything.
3. Check the **Plan** and **Billing interval**, then select **Continue to
   payment**. Enter your billing address on Stripe's secure page, then check the
   currency, tax, final amount and billing interval before paying. If Matilda
   first offers **Pay on Stripe**, select it.

If you already started a checkout, Billing shows **You have a checkout in
progress**. Select **Continue payment** to finish it. You won't be charged
twice. To start again, select **Close checkout**, then confirm. If you've
already paid, that payment stands.

If the payment page can't open, Matilda retries a temporary connection problem
once using the same request. **We couldn’t open payment** means your selection
is still saved: select **Try again** to continue that checkout. If you see
**Your billing account needs an update**, select **Contact support** so we can
resolve the account's billing currency. A request to sign in again keeps your
selected plan; sign in, then continue to payment.

## Buy seats for an organisation {#start-a-permitted-subscription}

An organisation without a plan shows **No plan yet** under **Your plan** on Billing, with **Choose seats**. That opens the seats step of [organisation setup](https://help.maincode.com/products/matilda/v1/en/organisations/set-up-your-organisation), where you choose seats and how often you're billed, then select **Continue to payment**.

Only one checkout can be open for a plan. While one is open, Billing and the seats step show it instead:

- **You have a checkout in progress** means you started it. Select **Continue payment** to finish it, or **Close checkout** to start again.
- **A checkout is already open** means someone else with billing access started it. They can finish or close it, or it closes by itself within 2 hours. If it's still open after that, contact support.

If an earlier subscription has ended, Billing shows **No current plan**. Select
**Choose seats** to choose a new plan for the same organisation. A cancellation
scheduled for the end of the current term still has a current plan; use
**Resume plan** before it ends if you want to keep it.

On the secure checkout page:

1. Check the seats, billing interval, tax and total on Stripe, including what
   you'll pay each period after that. If Matilda first offers **Pay on Stripe**,
   select it to open the secure payment page.
2. Enter your payment details and confirm the subscription on Stripe's secure
   page. Stripe is Matilda's payment processor.
3. Return to Matilda. Once billing confirms the plan, setup opens **Invite your
   team**. A payment return alone doesn't confirm the plan; if confirmation is
   still pending, check Billing before starting another payment.

New members don't get a seat on their own. An owner or seat admin then [assigns seats](https://help.maincode.com/products/matilda/v1/en/organisations/manage-seats-and-access). If the checkout page shows a problem, see [checkout problems](https://help.maincode.com/products/matilda/v1/en/organisations/troubleshoot-setup-and-billing#s-checkout-shows-a-problem).

## Change the plan or seat quantity {#change-the-plan-or-seat-quantity}

A change can affect what you pay and who has a seat. Check who has a seat in Members before you reduce seats.

1. On **Billing**, under **Your plan**, select **Change plan or seats**. For your own plan, it's **Change plan**.
2. For an organisation, choose **Monthly** or **Annually** if both are offered, then set the number of each seat type with the minus and plus buttons beside it, or type a number. For your own plan, choose the **Plan** and an available **Billing interval**.
3. Under **When it starts**, choose **Now**, which starts as soon as it's paid, or **At renewal**, which shows your renewal date. **Now** is chosen for you when you only add seats or move to a higher plan. Fewer seats, a lower plan or a switch from annual to monthly can only start at renewal.
4. Select **Review price**. Checking a price doesn't change anything.
5. Read **Your price review**: the new number of each seat type with the current number beside it, **Starts**, **Due today**, and what you'll pay after that. **Price breakdown** lists each invoice line, and the review says how long the price is held.
6. Select **Back** to change your selection, or continue to the next step.
7. Select **Confirm change**. This makes the change straight away, with no further confirmation. If it starts now, the amount due today is charged to your payment method.

![The price review shows the new seats, when the change starts, what's due today and the price after that, with Back and Confirm change. The amounts are sample data.](https://help.maincode.com/media/matilda/v1/en/427457736a003cd2c93c675cddc40e61f52f99545d2ee1a75bccb9a37d712985.png)

A change that starts now shows on **Your plan** once it's paid. A change at renewal shows as **Changing on** the date, with the new seats and price. If **Your change is waiting for payment** appears, the change takes effect once the invoice is paid.

If fewer seats than people are left, some people lose their paid seat when the change starts. People don't move to a new seat type on their own; assign it in Members.

If the price has expired, or your plan changed after the price was given, select **Start again** for a new price. When you come back to a price review you didn't finish, you'll see **You have a saved price review** with **Load price review** and **Start again**.

If you see **This change can only start at renewal**, select **Start again**,
choose **At renewal** under **When it starts**, then select **Review price**.
The earlier attempt didn't confirm a plan change. A higher total price alone
doesn't make a change an upgrade if it removes a higher-allowance seat.

## Cancel, resume or pay {#manage-renewal-and-payment-details}

### Cancel your plan {#cancel-your-plan}

1. Under **Cancellation**, select **Cancel plan**.
2. Read the confirmation. It says the date until which you, or your team, keep access, and that the plan won't renew after that.
3. Select **Cancel plan** to cancel, or **Keep plan** to leave it as it is.

**Your plan** then shows **Ends** instead of **Renews**, and a notice says when your plan ends. Cancelling doesn't promise a refund.

### Resume your plan {#resume-your-plan}

Before the end date, select **Resume plan** in the notice that says when your plan ends, then select **Resume plan** to confirm. Your plan keeps renewing as it is now.

If **Resume plan** isn't in the notice and Billing shows **We couldn’t confirm your last plan change**, deal with that first; see [recovery](#s-recover-an-interrupted-payment-decision). To subscribe again after a plan has ended, start a new purchase.

### Pay what's due {#pay-what-is-due}

When an amount is owed, **Payment** shows **Amount due** with **Pay now**. An invoice marked **Due** has **Pay** in its row. Both open Stripe's secure payment page.

### Payment method and invoices {#payment-method-and-invoices}

Under **Payment**, **Manage** opens Stripe's secure page, where you update how you pay. Renewals and usage credit are charged to that payment method. **Invoice history** under **Invoices** opens Stripe's page for your invoice history.

To save or print one invoice on the web:

1. Find the invoice under **Invoices**, checking its date and total.
2. Select **Download** in its **PDF** column. A new tab starts the PDF download from Stripe; your Billing page stays open.
3. Find the PDF in your browser's downloads and open it to view or print it. You can close the download tab. If your browser opens the PDF directly, use its PDF controls to save or print it.

![The Invoices table has a Download action for each invoice and an Invoice history action above it. The records are sample data.](https://help.maincode.com/media/matilda/v1/en/0595c92706a4b07fecb7b4c517fd661a3b94f3dccdfee4e28b4f3c19b0dd53b2.png)

Owners, billing admins and billing viewers can download invoices. A draft shows **Not finalised** until Stripe finalises it. If the PDF cannot open, select **Try again** in its tab. Owners and billing admins can also open **Invoice history** in Billing. If you are a billing viewer or your access changed, ask an owner or billing admin for help. Treat downloaded invoices and their links as private billing information.

If the page doesn't open, Billing names what failed, such as **Couldn’t open payment management**, with **Try again**.

## If a payment or change didn't finish {#recover-an-interrupted-payment-decision}

If Billing shows **We couldn’t confirm your last plan change**, it may already have gone through. Look at **Your plan** first. Select **Check status** to check the change, or **Clear** to remove it from this browser. Clearing doesn't undo a change that went through.

After you pay on Stripe's own page, Billing shows **Confirming your payment** until billing records it. This usually takes less than a minute, and the page updates when you come back to it.

If you left a payment page open, or your result is unknown, don't pay again. Check its status first. [Billing troubleshooting](https://help.maincode.com/products/matilda/v1/en/organisations/troubleshoot-setup-and-billing#s-payment-or-billing-does-not-match) covers missing seats, unconfirmed payments and access checks.