Manage your subscription
Subscribe, upgrade, downgrade, cancel, and reactivate your TaskJuice plan, and update payment details in the Stripe portal.
Goal
Start a paid plan, move between Starter, Growth, and Scale, schedule a cancellation, undo it, and update the card on file. All of this happens on one page in TaskJuice, except for invoices and payment methods, which live in the Stripe customer portal.
This page covers paying for your own TaskJuice plan. If you are an agency billing your own clients, that is a separate feature, see Bill clients through Stripe Connect.
When to use this
- You finished your trial and want to start paying.
- You are hitting plan limits and want to move up a tier.
- You want to drop to a smaller plan at the end of your term.
- You decided to cancel, or you changed your mind after scheduling a cancellation.
- Your card expired and a payment failed.
Before you start
You manage your plan from the Plan & Usage page in the sidebar. The route is workspace-scoped: open any workspace and the page reads your account's billing state, so it does not matter which workspace you enter from.
Subscribing, changing plans, canceling, reactivating, and opening the payment portal all require the account owner role. Account admins can adjust the spend cap but cannot change the plan itself. If the plan buttons are missing, you are signed in with a role that cannot manage billing.
Subscribe to a plan
Use this the first time you pay, or to start again after a cancellation has taken effect.
Open Plan & Usage
In the sidebar, select Plan & Usage. The Current Plan card shows your status. A first-time account shows status None with the note "No active subscription".
Open the plan picker
Select Upgrade plan. The Choose Your Plan dialog opens with three cards: Starter, Growth, and Scale. Growth carries the Recommended badge.
Pick a billing interval
Toggle between Monthly and Yearly. Yearly shows the percentage you save versus paying monthly. Published prices: Starter is $99/month or $948/year, Growth is $249/month or $2,388/year, Scale is $499/month or $4,788/year.
Continue to checkout
Select a plan card. For a new subscription the button reads Continue to Checkout. Selecting it sends you to the hosted Stripe Checkout page, where you enter card details.
Finish payment and return
Complete checkout. Stripe returns you to Plan & Usage and you see the toast "Subscription updated! Your plan change is being processed."
First-time accounts (status None) start a 14-day free trial. You enter a card during checkout, and your status becomes Trialing until the trial ends. If you canceled before and are subscribing again, you do not get a new trial, billing starts right away.
Upgrade or downgrade an existing plan
Once you have an active subscription, the button reads Change plan instead of Upgrade plan. Plan changes happen inside TaskJuice, not in the Stripe portal.
Open the plan picker
On Plan & Usage, select Change plan. The dialog title now reads Change Your Plan.
Choose your target plan and interval
Pick the plan card and the Monthly or Yearly interval you want.
Confirm the change
For an upgrade, the button shows the prorated amount due today, for example Upgrade Now - $120. For a downgrade, the button reads Schedule Downgrade and the preview reads "Changes on June 30. No charge today."
The timing differs by direction:
- Upgrades take effect immediately. You are charged a prorated amount and the new limits apply right away. Switching from monthly to yearly on the same tier counts as an upgrade.
- Downgrades take effect at the end of your current term. You keep your current plan and limits until then. While a downgrade is pending, Plan & Usage shows a blue banner: "Changing to Starter on June 30." Switching from yearly to monthly on the same tier counts as a downgrade.
Your base plan and your usage overage rates move together with the change, so you do not need to adjust anything separately.
If your account has a founding-member discount, the helper text "Founding 50% off - applies to base plan only. Overage usage bills at standard rates." appears on the plan card. The discount carries across plan changes, but it is cleared if you cancel and subscribe again, so a re-subscriber pays the current published price.
Cancel your subscription
Cancellation is scheduled for the end of your current term. You keep full access until then, and nothing cancels immediately.
Open the cancellation dialog
On Plan & Usage, select Cancel subscription. The Cancel Subscription dialog opens.
Tell TaskJuice why (optional)
Check any reasons that apply: Too expensive, Missing features I need, Switching to a competitor, Not using it enough, or Other with a free-text box. This step is optional. Select Continue.
Review the wind-down summary
The dialog shows when your plan ends, for example "Your plan ends on June 30, 2026." If you have no overage charges, it adds "After that, your workflows will be paused until you choose a new plan."
Confirm
Select Cancel Subscription. You see the toast "Subscription cancellation scheduled. Your access continues until June 30." To back out at any stage, select Keep My Plan.
After cancellation takes effect, your status becomes Canceled and the status tooltip notes that data is retained for 365 days.
Undo a scheduled cancellation
If you scheduled a cancellation but changed your mind, you can reverse it any time before the term ends.
On Plan & Usage, the Undo Cancellation button appears while a cancellation is pending. Select it. You see the toast "Subscription reactivated. Your cancellation has been reversed." Your plan continues on its normal renewal schedule, as if you had never canceled.
Update your payment method
The card on file, invoices, and receipts live in the Stripe customer portal, not in TaskJuice.
On Plan & Usage, select Update payment method. This deep-links you into the Stripe portal's payment-update flow. Add or change your card, then return to TaskJuice. The button only appears while your subscription is Active or Trialing.
Use the portal for your payment method, invoice history, and receipts. Plan changes and cancellation are done inside TaskJuice on the Plan & Usage page, not in the portal.
Verify it worked
- After subscribing or changing plans, the Current Plan card shows the new plan badge and the status badge (Active or Trialing), with a line reading "Billing period: June 1 - June 30".
- After scheduling a cancellation, the blue or status copy reflects the end date, and the Undo Cancellation button is visible.
- After undoing a cancellation, the Undo Cancellation button disappears and Change plan and Cancel subscription return.
- After updating your card, the failed-payment banner clears once Stripe confirms the new card.
Troubleshooting
"Account already has an active subscription"
The subscribe flow returns this when your account already has a live subscription. To move between plans, use Change plan instead of starting a new checkout. New checkout is only available from the None, Canceled, Incomplete Expired, or Suspended states.
"Cannot change plan while payment is past due"
A recent payment failed and your account is Past Due. You cannot change plans until the payment clears. Select Update payment method, fix the card in the Stripe portal, and try the plan change again.
A payment failed
When a charge fails, your status moves to Past Due and a banner reads "Payment failed - update your card to keep your subscription active." You keep full access for a 14-day grace window, with a warning 3 days before it ends. If the window closes without a successful payment, the account moves to Unpaid and access is paused. Update your card before the window closes.
"Subscription is not pending cancellation"
The Undo Cancellation action only works while a cancellation is scheduled. If there is nothing to undo, the button will not be shown.
The plan or cancel buttons are missing
Billing actions require the account owner role. If you only see usage and no plan buttons, you are signed in with a role that cannot manage billing. Ask the account owner to make the change, or to grant you the role.