How do I switch my subscription plan or billing cycle?

If you're already subscribed and want to switch plans, the amount charged depends on:

In general, Heptabase will always account for the unused value of your current subscription when you switch plans.

Go to left sidebar > Settings > Subscription > Manage Subscription, then choose Update Subscription and select the plan you want.

Before you confirm the change, Stripe will usually show an estimated charge amount. You can click View details to see how the amount is calculated.

If you stay on the same billing cycle — for example:

— then your billing cycle does not restart.

Instead, the system calculates:

remaining cost of the new plan
​minus
​unused value of your current plan

So if you're switching from Pro yearly to Premium yearly halfway through your subscription, you won't be charged the full annual Premium price right away. You'll only pay the difference for the remaining time left in your current billing period. At your next renewal date, you'll then be charged the full price of the new yearly plan.

If your current yearly subscription renews on December 2, and you switch from Pro yearly to Premium yearly on April 2, you'll pay roughly:

That means the amount due now is often much lower than the full annual price.

If you change your billing cycle — for example:

— the system will start a new billing period immediately.

However, it still takes into account the unused value of your old subscription and applies that value before charging you.

When switching from monthly to yearly:

So you are not paying both full prices. The remaining value of your monthly plan is deducted from the amount due.

If you recently paid for a monthly plan and switch to yearly after only a few days, the unused part of that month is converted into value and deducted from the yearly plan, so the amount you pay now is lower than the full yearly price.

You can switch from yearly to monthly, but there are two important things to know:

Instead, the unused value of your yearly subscription is converted into credits, and those credits will automatically be used for future monthly renewals. These credits cannot be exchanged for cash.

This is why, after switching from yearly to monthly, you may see a new monthly billing date appear much sooner than your original yearly expiration date. The remaining yearly value hasn't disappeared — it has been converted into credits that will be consumed by future renewals.

When a switch creates unused subscription value, that value may appear as credits.

Credits:

In some cases, users may not directly see the full internal credit breakdown, but the credits are still used by the billing system when future renewals happen.

Before confirming a plan change, Stripe usually shows an estimated amount and lets you open View details for a breakdown. If you're unsure how to interpret that amount, please contact support and share a screenshot of the billing page before completing the switch.

Important: If you accidentally chose a yearly plan and need immediate help switching to monthly, please contact support for assistance.