# How does Warmerly billing work?

> Where to see your plan, invoices and payment method, how monthly and annual billing work, which currency you are charged in and what happens on a plan change.

Source: https://warmerly.com/docs/help/how-billing-works

Everything about your plan and payments lives in **Settings > Billing** in [app.warmerly.com](https://app.warmerly.com/login). That page shows your current plan, its status (for example "Renews" with a date, "Trial ends" with a date, or "Past due"), and lets you change plan. The **Manage billing** button opens Stripe's secure billing portal, which is where your invoices, receipts and payment method are.

For what each plan costs and includes, see [Plans and limits](https://warmerly.com/docs/plans-and-limits) or [warmerly.com/pricing](https://warmerly.com/pricing). This page explains how the billing itself behaves.

## Who can see and change billing

Billing belongs to the **workspace**, and only the workspace **owner** can change it: pick or switch a plan, open Manage billing, buy credits or add-ons. Admins and members can use the workspace but get a message telling them to ask the owner. See [Team members and roles](https://warmerly.com/docs/help/team-members-and-roles).

If your workspace is an Agency **client workspace**, it has no billing of its own. The Billing page says "Included in your Agency plan" and links to the Agency workspace, where everything is managed. See [Agency client workspaces](https://warmerly.com/docs/help/agency-client-workspaces).

## Where do I find my invoices and receipts?

1. Open **Settings > Billing**.
2. Click **Manage billing**. Stripe's billing portal opens.
3. Your invoice history and payment method are there. You can update your card and download invoices from the same place.

You also get an email receipt for each charge. Manage billing only appears once the workspace has a paid subscription. On the Free plan there is nothing to invoice.

## How do I update my card?

Click **Manage billing** in **Settings > Billing** and update the payment method in the portal. If a payment has failed, updating the card is what clears it; see [Why is my workspace locked?](https://warmerly.com/docs/help/billing-locked).

## Monthly or annual billing

- **Monthly:** billed in advance every month and renews automatically until you cancel.
- **Annual:** billed once a year, in advance, at a discount compared with twelve monthly payments. The exact saving is shown on the card in Settings > Billing and on the [pricing page](https://warmerly.com/pricing).

If you already pay monthly, the **Switch to annual** card at the top of **Settings > Billing** moves your existing subscription to annual in one click. You are charged the annual price straight away, less a credit for the unused part of the current month. Everything on the subscription (your plan and any hosted OneMail mailboxes) moves to annual together.

Limits of that switch:

- Once an annual plan has been paid for, there is no button to go back to monthly: email support@warmerly.com. The one exception is a free trial on annual billing, where **Switch to monthly billing** appears on **Settings > Billing** because nothing has been charged yet.
- An approved Warmerly for Startups subscription cannot be switched while its free period or its discount is running. See [Warmerly for Startups](https://warmerly.com/docs/help/warmerly-for-startups).
- If a subscription has an older add-on on it that cannot be repriced, the switch is refused with a message asking you to contact support@warmerly.com.

## Which currency am I charged in?

Warmerly sells in GBP, EUR and USD. The currency a new customer is offered depends on where they are visiting from, and the checkout charges exactly the currency the page quoted.

- A subscription **keeps its currency**. Plan changes, add-ons and credit packs all stay in the currency the subscription started in.
- Until you have a subscription, the plan picker on **Settings > Billing** quotes monthly prices in the currency for your region. To start on an annual plan, or to pick a different region's currency, start from [warmerly.com/pricing](https://warmerly.com/pricing).
- There is no in-app switch between currencies. Ask support@warmerly.com if you need one; Warmi and support cannot change it for you inside the chat.

## What happens when I change plan?

Changing plan from **Settings > Billing** (**Switch to this plan**) takes effect immediately and is prorated.

- **Upgrade:** the difference for the rest of the current period is added to your next invoice.
- **Downgrade:** the unused part of the higher plan becomes a credit on your billing account, set against future invoices. Credits are never paid out in cash.
- **During a trial:** nothing is prorated. The plan you are on when the trial ends is the one first charged.
- A plan change keeps your billing interval and currency.

If a downgrade leaves you over the new plan's limits, you get a grace period to reduce usage. See [What happens if I am over my plan's limits?](https://warmerly.com/docs/help/over-plan-limits).

## Buying for a business: VAT numbers

Stripe works out any tax at checkout. On the card form you can choose **Buying for a business? Add your VAT number**, with an optional business name. Stripe validates the number and prints it on every invoice. An EU or UK VAT number is accepted; a number from any other country is refused with a reason shown on the form. The field is optional.

## Promo codes

If you have a promo code, enter it when you add your card. Codes apply only on the terms stated with them and cannot be exchanged for cash. When a promotional period ends, the subscription renews at the standard price. An approved startup deal has its own discount and does not take a code.

## Other things that are billed separately

These are not part of the plan price and are bought where you use them:

- Hosted OneMail mailboxes, billed per mailbox on your subscription ([OneMail](https://warmerly.com/docs/help/onemail-mailboxes)).
- LinkedIn account slots, monthly subscriptions bought on **Settings > Usage & limits**.
- AI credit packs, one-off payments ([AI credits](https://warmerly.com/docs/help/ai-credits)).

## What support and Warmi can and cannot do

They can explain what you see and where to click. They cannot change your plan, cancel, take a payment, apply a discount or refund a charge. Those are always yours to do in **Settings > Billing**, or a decision for the team by email. See the [refund and cancellation policy](https://warmerly.com/refunds).

## Common problems

**"I do not see Manage billing."** Either you are not the workspace owner, the workspace has no paid subscription yet (Free), or it is an Agency client workspace. Only the owner sees the button.

**A Free workspace shows "Start ... trial" instead of "Switch to this plan".** A Free workspace has no subscription to move, so choosing a plan opens a card form and starts one.

**"I was charged twice."** Email hello@warmerly.com within 60 days of the charge. Please contact us before your bank; the [policy](https://warmerly.com/refunds) explains why.

## Related

- [How do I cancel or change my plan?](https://warmerly.com/docs/help/cancel-or-change-plan)
- [What happens when my trial ends?](https://warmerly.com/docs/help/trial-and-first-charge)
- [Plans and limits](https://warmerly.com/docs/plans-and-limits)
- [Warmerly referral program: credit for you and a friend](https://warmerly.com/referrals)
- [Referral program: credit for you and a friend](https://warmerly.com/docs/help/referral-programme)
- [All help articles](https://warmerly.com/docs/help)

## More in Billing & account

- [What happens when my free trial ends?](https://warmerly.com/docs/help/trial-and-first-charge): Paid plans start with a free trial and a card. Nothing is charged until the day after the trial ends. See…
- [Why is my workspace locked, or showing Payment failed?](https://warmerly.com/docs/help/billing-locked): The billing-locked screen explained: a failed payment, going over your plan limits, no plan chosen, a…
- [What happens if I am over my plan's limits?](https://warmerly.com/docs/help/over-plan-limits): Going over a mailbox, campaign or prospect limit gives you a grace period with a countdown banner. Nothing…