> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hookie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing

> Plans, the sign-up trial, upgrading and downgrading, and where the owner sees the subscription, payments and invoices.

A plan belongs to a workspace, and only the workspace's **owner** manages its billing. Everyone in the workspace can see which plan it is on. Connected agents and API keys can never reach billing, whatever access they were given. Payments go through Stripe's hosted pages: your card details are entered with Stripe, not in Hookie.

## Plans

| Plan | Billed | How to get it |
| - | - | - |
| **Free** | Nothing, and no card needed | Every workspace starts on it. |
| **Pro** | A flat monthly price for the workspace | **Upgrade to Pro** on **Settings → Plan & billing**, or **Add payment method** during a Pro trial. |
| **Team** | Monthly, per user | Not available to buy yet: its button is marked **coming soon**. |

For prices, see the [pricing page](https://hookie.ai/pricing). What each plan includes is in [Limits and plans](/limits-and-plans). Single sign-on (SAML or OIDC) is planned and not available yet, on any plan, so no plan includes it today.

## Plan & billing

**Settings → Plan & billing** shows the workspace's **Current plan**, and **Your access** shows your own role. The owner also sees:

* the subscription's **Status**: **Active**, **Trialing**, **Payment failed**, **Unpaid**, **Cancels at period end** or **Cancelled**;
* when it **Renews**, or, once it has been cancelled, when it **Ends**;
* on Team, the number of **Seats**;
* **Invoices**: up to the 12 most recent, with the number, date, amount and status (**Paid**, **Due**, **Open**, **Void** or **Uncollectible**), and **View** and **PDF** links;
* **Manage billing**, which opens Stripe's customer portal in a new tab, already signed in to the workspace's billing account. Change the card, cancel, and download receipts there.

These details are read live from Stripe. If Stripe cannot be reached, the tab says **Showing saved billing state** and shows what Hookie last recorded.

## Upgrade

Choose **Upgrade to Pro**. Stripe's checkout page opens. Once you have paid, you come back to **Plan & billing**, and the plan changes as soon as Stripe confirms the subscription to Hookie, normally within seconds.

* The new limits apply at once, to this month too: the events and deliveries already counted this month are measured against the new plan's numbers.
* Destinations and database sources that an earlier downgrade paused are resumed, oldest first, as far as the new plan allows.
* Deliveries held past the old allowance are not sent on their own. Choose **Send held deliveries** on each project's **Deliveries** tab.

A workspace has one subscription at a time. While one is live, a second checkout is refused: change or cancel the plan from **Manage billing**.

## Cancel or downgrade

Cancel from **Manage billing**. A subscription set to end with its billing period keeps its plan until then: **Plan & billing** shows **Cancels at period end** and the date it **Ends**, and you can renew it from **Manage billing** before that date. When the subscription ends, the workspace moves to Free.

A move to a lower plan, whether from a cancellation, a failed payment or a trial ending, applies the new plan's limits straight away:

* Destinations and database sources over the new plan's numbers are paused, newest first, and database source poll intervals are raised to the new minimum. See [When your plan changes](/destinations#when-your-plan-changes).
* The monthly quotas keep this month's counts. A workspace that has already used more than the new plan allows has its new events refused, and its deliveries held, until the 1st.
* The shorter retention window applies from the next cleanup, a few minutes later, so older records, submissions and deliveries are deleted then.

## When a payment fails

Stripe retries the charge, and meanwhile the workspace keeps its plan. **Plan & billing** shows **Payment failed**, or **Unpaid**, with a **Pay … now** link to the open invoice, and the audit log records `billing_payment_failed`. Pay the invoice, or change the card in **Manage billing**. If every retry fails, Stripe cancels the subscription and the workspace moves to Free.

## The sign-up trial

When Hookie offers a trial, the sign-up page has a checkbox such as **Start a 14-day Pro trial**; the plan and the length are Hookie's to set. A workspace created with the box ticked runs on that plan until the trial ends, with no card. **Plan & billing** shows how many days are left. When a trial ends without a paid subscription, the workspace moves to Free and the new limits apply as for any downgrade, and **Upgrade to Pro** is there as for any Free workspace. A trial is only offered when a workspace is created.

### Keep the plan: add a payment method

During a free trial, **Plan & billing** shows **Add payment method**, followed by the plan you are trying and its monthly price. It opens the same Stripe checkout as **Upgrade to Pro**, for the plan you are trying. Your paid subscription starts when checkout completes, and the trial ends then: checkout bills from today, and the days left in the trial are not carried over. Once Stripe confirms the subscription, the trial notice goes away and **Manage billing** appears.

As with any checkout, only the owner can complete it. A trial of a plan that is not available to buy yet, such as Team, shows no **Add payment method** button.

## Good to know

* **Quotas and billing run on different calendars.** Monthly quotas reset at 00:00 UTC on the 1st, whatever day the subscription renews.
* **Closing the workspace** cancels its subscription at once. See [Delete, export and close](/data-deletion#close-the-workspace).
* **Only the owner** sees the subscription details and invoices, and can upgrade, add a payment method during a trial, or open **Manage billing**.
