Invoices, upgrades and cancelling

Updated Oct 20263 min read

Everything about paying for filtrat starts on Credits & billing in the sidebar. Plans and packs are bought there, and Manage billing ↗ opens the billing portal for your subscription.

Start a plan

  1. Open Credits & billing and press See plans.
  2. Choose Monthly or Annual above the plan cards. Pick USD or EUR at the top of the page.
  3. Press Choose … on the plan you want, for example Choose Growth.
  4. Pay in the secure checkout. If you have a promotion code, enter it there.

You're taken back to filtrat when the payment goes through, and your monthly credits appear shortly after. Your billing date is the day you subscribed; credits reset on that day each month.

Upgrade

  1. On Credits & billing, press Change plan.
  2. Press Upgrade to … on the plan you want.
  3. A confirmation page in the billing portal shows what you'll pay today. Confirm.

The upgrade takes effect straight away:

  • You pay the difference for the rest of the current month, not the full price.
  • The new plan's full monthly credits are added on top of the credits you have left.
  • The new plan's features, such as AI or more monitors, are on immediately.
  • Your billing date stays the same.

Downgrade or switch billing period

On Change plan, press Downgrade to …, or Switch to annual / Switch to monthly on your current plan. The confirmation page in the billing portal shows the change and any amount due or credited before you confirm.

After a downgrade, the smaller plan's limits apply. If you have more signals monitors than the new plan allows, the ones you have keep running (nothing is paused), but you can't add new ones until you're under the limit. See What each plan unlocks.

Invoices and payment details

Press Manage billing ↗ on Credits & billing to open the billing portal. There you can:

  • see and download your invoices and receipts
  • update your card and billing details
  • cancel the subscription

Manage billing ↗ appears once you have a subscription. Need an invoice for a credit pack, or a change to a past invoice? Email support@filtrat.io.

Cancel

  1. On Credits & billing, press Manage billing ↗.
  2. In the billing portal, cancel the subscription.

Cancelling stops future payments. You aren't charged again, and nothing is refunded for the current period. Instead:

  • Your plan keeps working until the end of the period you've paid for, with all its features and remaining credits.
  • At the end of the period, unused subscription credits expire, AI features lock and you can't add new signals monitors. Monitors you already have aren't paused; saving people from them uses credits, so that stops when you have none left.
  • Pay-as-you-go credits stay and never expire. You can keep using them, and a pack from $25 keeps AI columns and openers on. Targeting, ICP scoring and signals monitoring need a plan.
  • Your lists, results and settings stay. You can come back on any plan later.

If a payment fails

We email you when a renewal payment doesn't go through. Your plan keeps working while the payment is retried. Update your card under Manage billing ↗ to settle it. If it still can't be collected, the subscription ends.

Credits & billing shows your current plan, its billing period, and the date of the next reset next to Subscription credits.

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