Managing Billing and Subscriptions

Learn how to create your CatalogIt subscription, manage your payment methods and invoices, and add to your subscription.

To access billing settings, open the Main Menu in the upper-left corner, then select Settings > Billing.

Creating a Subscription

From the Billing screen, click ADJUST PLAN to begin creating your CatalogIt subscription.

This screen displays your current account information, including your account name, account type, plan size, and available resources such as entries, users, and storage.

Select Your Plan and Add-Ons

In the Adjust Your Plan window:

1. Select the plan size that best fits your needs.
2. Choose either Monthly or Annual billing at the top of the window. Annual subscriptions cost 20% less than paying monthly over the course of a year.
3. Select any desired add-ons:
   1. Additional Users
   2. 100 GB Storage
   3. Integration API
4. Use the + and – controls to adjust the quantity of each add-on.
5. Review the Estimated New Total displayed in the lower-left corner.

You can return and modify your subscription or add additional services at any time.

Click NEXT to continue.

Integration API

The Integration API add-on enables you to publish your collection through your own website.

After subscribing to the Integration API, please contact support@catalogit.app for implementation instructions. WordPress users can download the CatalogIt Collections Publisher plugin, along with setup instructions, from the WordPress plugin directory.

Preview Your Invoice

Review your invoice before completing your purchase.

The invoice preview displays:

• Selected plans and add-ons
• Individual line items
• Applicable charges
• Amount due today

Once you have reviewed the invoice, click ADD PAYMENT METHOD.

Add Payment and Complete Your Purchase

Enter your payment information, including:

• Card number
• Expiration date
• Security code
• Country
• ZIP or postal code

CatalogIt uses Stripe for secure payment processing. 

Click PURCHASE to complete your subscription.

If you prefer to receive an invoice instead of paying by card, please contact us at billing@catalogit.app and we'll be happy to assist you.

Updating Your Subscription

You can update your subscription at any time by returning to Settings > Billing and selecting ADJUST PLAN.

From here, you can:

• Upgrade or downgrade your plan
• Add or remove add-ons
• Increase or decrease add-on quantities

Mixing Billing Intervals

If your account has an annual base plan, individual add-ons can be billed either monthly or annually.

To change an add-on's billing interval:

1. Locate the add-on.
2. Click the three-dot (⋮) menu.
3. Select Bill Monthly or Bill Annually.

Important: Annual base plans can include monthly add-ons, but monthly base plans cannot include annual add-ons.

Managing Payment Methods

The Payment Method section allows you to manage the cards associated with your account.

From this section, you can:

• Click Add New Payment to add a new card.
• View all saved payment methods.
• Remove a saved card using the trash icon.
• Select Set Default to choose which card will be charged automatically for future invoices.

You can also click UPDATE BILLING INFORMATION to open the Stripe customer portal, where you can:

• Update your billing email address
• Manage billing-related information
• Access additional billing options provided through Stripe

Viewing Invoices and Receipts

The Invoice History section displays a record of your past invoices.

For each invoice, you can view:

• Invoice date
• Amount
• Payment status

Click VIEW to download invoices and payment receipts.

Canceling a Subscription

To cancel your subscription:

1. Navigate to Settings > Billing.
2. Click ADJUST PLAN.
3. Select CANCEL SUBSCRIPTION at the bottom of the window.

A confirmation window will appear asking for cancellation feedback.

We'd greatly appreciate any feedback before you go!

You can then choose:

• KEEP SUBSCRIPTION
• CANCEL SUBSCRIPTION

When canceled, your subscription remains active until the end of the current billing period and can be resumed at any time before it expires.

What Happens to My Data After Canceling?

At the end of your subscription period, your account will revert to read-only status.

After the account becomes read-only, you will still be able to view your data, but you will not be able to:

• Edit records
• Add new records
• Export your data

You can resume full access at any time by re-subscribing.

We recommend exporting your data before your subscription lapses. For more information, see Exporting Data, Images and Files.

Resuming a Canceling Subscription

If your subscription has been scheduled for cancellation, you can resume it any time before the current billing period ends.

A banner will appear at the top of the Billing page indicating:

"Your subscription is canceled and will not renew. All features remain active until [date]."

To continue your subscription, click RESUME SUBSCRIPTION.

We'd love to have you back!