Managing your Klixey plan

Your Klixey plan is what you pay for as a creator. This page covers everything you do from the billing page — upgrading, switching formats, cancelling, resuming, and finding past invoices.

Quick answer

Open the user menu and choose Billing. The Billing & Plan page shows your plan, usage, Email sends, Klixey Wallet, invoices, and plan actions.

Only the workspace Owner can manage the plan

Admins, Editors, and Viewers cannot manage Billing & Plan. If a teammate needs a plan or Wallet change, the Owner needs to do it. See Roles & permissions.

Finding the billing page

Open the user menu and choose Billing. The page title is Billing & Plan.

The page shows:

• Your current plan (which tier, lifetime or subscription, monthly or annual if applicable).
• Usage bars per workspace — contacts, storage, products, team members.
• Lifetime purchases you've made, including any that have been superseded by an upgrade.
• Invoices — your past charges, loaded as you scroll.
• Included Metered Usage for Email sends.
• Your Klixey Wallet, including Add funds and Auto top-up.
• A link out to a hosted billing portal for managing your card and downloading invoices.

Email sends and Wallet

Every campaign recipient uses one send. Klixey uses balances in this order:

1. Your Included Metered Usage.
2. Your Klixey Wallet when the included allowance runs out.

The Email usage card shows how many included sends have been used and how many remain. Lifetime allowances show No monthly reset. Subscription allowances show the next reset date, including when the plan itself is billed annually.

The Wallet pays for additional sends. Owners can:

• Use Add funds for a one-time Wallet top-up.
• Use Auto top-up to add funds when the balance drops below the amount they choose, up to the monthly limit they set.

Campaign Review shows how many sends are available before you confirm. If you pause or cancel the unsent part of a campaign, recipients already accepted are unaffected and unused reserved sends are credited back automatically.

See Create & send campaigns for the review-time checks and Plans for current plan allowances.

Upgrading a lifetime plan

You can move from a smaller lifetime tier to a larger one at any time.

How it works:

1. Open Billing & Plan and click Change plan.
2. Pick the lifetime tier you want.
3. Klixey charges your card for the difference between what you've already paid and the new tier's price.
4. Your old purchase is kept on file so the history is transparent.
5. Your new limits take effect immediately.

You can only upgrade up. Lifetime plans don't downgrade — once you're on Business, you're on Business.

Switching to a subscription

You can start a subscription whenever you like, including if you're already on a lifetime plan.

How it works:

1. From Change plan, pick Subscription and choose Pro or Scale, monthly or annual.
2. Klixey starts charging your card on the chosen schedule, starting today.
3. Your subscription's limits take over — for example, contact and storage caps disappear.

Your lifetime purchase stays on file. If you later cancel the subscription, you fall back to your lifetime plan's tier.

Swapping subscription tiers

If you're already on a subscription, you can swap between Pro and Scale, or between monthly and annual:

Direction	When it takes effect
Upgrade (lower tier → higher tier)	Immediately
Downgrade (higher tier → lower tier)	At your next renewal

On a downgrade, you keep your current plan's limits until the renewal date — Klixey will show a "Pending downgrade" notice on the Manage page so you don't forget. You can cancel the pending downgrade before that date.

See Plans → Changing plans for the rules.

Cancelling a subscription

To stop a subscription:

1. Open Billing & Plan.
2. Click Cancel subscription.
3. Confirm.

Your subscription runs until the end of the period you've already paid for, then ends. You keep your subscription-tier limits and features until then.

You can change your mind

A cancelled subscription that hasn't ended yet shows a Resume button. Click it and the cancellation is undone — your subscription continues as if you'd never cancelled, with no gap in access.

After your subscription ends

When the period runs out and a cancelled subscription actually ends:

• If you have a lifetime plan on file (from a previous purchase), Klixey falls back to that tier.
• If you don't, your workspace goes into a suspended state for everyone except you. You'll see "Your plan has ended. Choose a plan to continue." Pick a new plan to come back. See Workspace Settings → When a plan lapses.

Invoices and your card

From Billing & Plan, click the link to the billing portal. This opens a hosted page (run by Stripe — the payment company) where you can:

• Download invoices for past charges.
• Update the card Klixey charges.
• Update your billing email for invoices.

The billing portal is a separate hosted page — it's where card updates happen, not in the app itself. Once you save changes there, you'll come back to Klixey.

What if a renewal payment fails?

Klixey retries the charge a few times over the following days. You'll get an email asking you to update your card. If every retry fails, your workspace goes into the suspended state described above, and you can update your card from the Manage page to recover.

The full mechanics are in Payment failures — though that page is written from the customer's perspective, the basic shape (past due → retries → suspended → recovered on a successful charge) is the same for creators.

Related

• Plans — full breakdown of each tier.
• Plans → Changing plans — upgrades, downgrades, switching format.
• Email marketing overview — the full sender-to-results journey.
• Payment failures — what happens if a charge doesn't go through.
• Roles & permissions — why this page is Owner-only.