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Account & Billing

Learn how to manage your subscription, billing information, and account settings on the AI and Social Work platform.

How Subscriptions Work

The platform uses a subscription-based model powered by Stripe for secure payment processing.

Subscription Tiers

Free Tier

  • Limited access to explore the platform
  • Basic tool access with usage limits
  • Community support
  • No credit card required

Professional Plan

  • Full access to all tools
  • Unlimited usage
  • Priority support
  • Export functionality
  • Custom templates

Educator Plan

  • Everything in Professional Plan
  • Course management tools
  • Student tracking and analytics
  • Assignment creation
  • Up to 50 student seats

Student Plan

  • Access to learning-focused tools
  • Moderate usage limits
  • Assignment submission
  • Practice scenarios
  • Affordable pricing for students

Enterprise Plan

  • Custom pricing for organizations
  • Unlimited users
  • Single sign-on (SSO)
  • Dedicated support
  • Custom integrations
  • Training sessions

Managing Your Subscription

Viewing Your Current Plan

  1. Log in to your account
  2. Navigate to Dashboard → Settings → Billing
  3. View your current plan details, including:
    • Plan name and features
    • Billing cycle (monthly/annual)
    • Next billing date
    • Payment method on file

Upgrading Your Plan

To upgrade to a higher tier:

  1. Go to Settings → Billing
  2. Click "Upgrade Plan"
  3. Select your desired plan
  4. Review the prorated charges
  5. Confirm the upgrade

Note: Upgrades take effect immediately, and you'll be charged a prorated amount for the remainder of your billing cycle.

Downgrading Your Plan

To downgrade to a lower tier:

  1. Go to Settings → Billing
  2. Click "Change Plan"
  3. Select the lower-tier plan
  4. Confirm the downgrade

Note: Downgrades take effect at the end of your current billing cycle. You'll retain access to your current plan features until then.

Changing Billing Cycle

You can switch between monthly and annual billing:

  1. Go to Settings → Billing
  2. Click "Change Billing Cycle"
  3. Select monthly or annual
  4. Confirm the change

Annual subscriptions offer cost savings (typically 15-20% off monthly pricing).

Payment Methods

Adding a Payment Method

  1. Go to Settings → Billing
  2. Click "Add Payment Method"
  3. Enter your credit/debit card information
  4. Click "Save"

All payment information is securely processed by Stripe. We never store your full card details on our servers.

Updating Payment Information

  1. Go to Settings → Billing
  2. Click "Update Payment Method"
  3. Enter new card details
  4. Click "Save"

Removing a Payment Method

  1. Go to Settings → Billing
  2. Find the payment method
  3. Click "Remove"

Note: You must have an active payment method for paid subscriptions.

Invoices and Receipts

Viewing Invoices

Access your billing history:

  1. Go to Settings → Billing
  2. Click "Billing History"
  3. View all past invoices

Downloading Receipts

  1. Navigate to Billing History
  2. Find the invoice you need
  3. Click "Download PDF"

Invoices include:

  • Invoice number
  • Billing date
  • Amount charged
  • Payment method
  • Tax information (if applicable)

Email Receipts

Receipts are automatically sent to your registered email address after each successful payment.

Canceling Your Subscription

How to Cancel

  1. Go to Settings → Billing
  2. Click "Cancel Subscription"
  3. Select a reason for canceling (optional)
  4. Confirm cancellation

What Happens When You Cancel

  • Your subscription remains active until the end of the current billing period
  • You retain access to paid features until the period ends
  • No further charges will be made
  • You can reactivate anytime by subscribing again

Reactivating a Canceled Subscription

  1. Visit the Pricing page
  2. Select your desired plan
  3. Complete the subscription process
  4. Your account is immediately reactivated

Billing Errors & Troubleshooting

Failed Payment

If a payment fails:

  1. Check that your card details are correct
  2. Ensure sufficient funds are available
  3. Verify the card hasn't expired
  4. Contact your bank to ensure they're not blocking the charge

To update after a failed payment:

  1. Go to Settings → Billing
  2. Update your payment method
  3. Click "Retry Payment"

Incorrect Charge

If you believe you've been charged incorrectly:

  1. Review your billing history
  2. Check your selected plan and billing cycle
  3. If the issue persists, contact support with:
    • Invoice number
    • Expected vs. actual charge
    • Any relevant screenshots

Refund Requests

Refund policies:

  • Request refunds within 14 days of charge
  • Only eligible if service hasn't been used substantially
  • Contact support to request a refund
  • Refunds are processed within 5-10 business days

Subscription Not Updating

If your subscription status doesn't update after payment:

  1. Wait 5-10 minutes for processing
  2. Log out and log back in
  3. Clear your browser cache
  4. If still not updated, contact support

Tax Information

Value Added Tax (VAT)

For EU customers:

  • VAT is automatically calculated based on your location
  • Provide your VAT number in Settings → Billing
  • VAT-registered businesses may be exempt

Other Taxes

  • Tax rates vary by location
  • Taxes are calculated at checkout
  • Displayed separately on invoices

Updating Tax Information

  1. Go to Settings → Billing
  2. Click "Tax Information"
  3. Enter or update your tax details
  4. Click "Save"

FAQ

Can I switch between monthly and annual billing?

Yes, you can switch anytime. Changes take effect at your next billing cycle.

Do you offer student discounts?

Yes, our Student Plan is specifically priced for students. Verification may be required.

Can I get a refund if I cancel?

Partial refunds are available within 14 days for unused service. Contact support for details.

What payment methods do you accept?

We accept all major credit and debit cards through Stripe (Visa, Mastercard, American Express, etc.).

Is my payment information secure?

Yes, all payments are processed through Stripe, a PCI-compliant payment processor. We never store your full card details.

Can I export my data before canceling?

Yes, you can export your data from Settings → Data Export before canceling.

Do you offer organizational billing?

Yes, Enterprise plans include organizational billing options. Contact sales for details.

What happens to my data if I cancel?

Your data is retained for 90 days after cancellation. You can reactivate your account within this period to restore access.

Need Help?

Can't find the answer you're looking for?

  • Troubleshooting: Common issues and solutions
  • Contact Support: Direct assistance from our team
  • Email: billing@aiandsocialwork.com (for billing-specific questions)

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