What this is Complete guide to how billing works in SolarQuant, including upgrades, downgrades, failed payments, and edge cases.
Who this is for - Workspace admins managing subscriptions - Finance teams understanding billing - Anyone with billing questions
What you can do - Upgrade or downgrade your plan - Add or remove add-ons (Deal Visibility, Deal Discovery) - Understand what happens with failed payments - Manage invoices and receipts
Pricing tiers - Free Trial : 1 project, limited features - Solo ($39/mo): 5 projects, 1 seat - Team ($129/mo): 25 projects, 5 seats - Portfolio ($399/mo): 100 projects, 15 seats - Enterprise : Custom pricing
Add-ons - Deal Visibility (+25%): Publish Deal Cards - Deal Discovery (+25%): Browse and request intros - Both add-ons (+50%): Full Deal layer access
What happens when... - Upgrade : Immediate access, prorated billing - Downgrade : Takes effect at next renewal, keep access until then - Failed payment : 7-day grace period, then read-only mode - Cancellation : Access until end of billing period
Rules and limits - Only workspace owners/admins can change plans - Downgrades preserve existing data (read-only if over new limit) - Grace period emails sent at 1, 3, and 7 days - Top-ups available: 10 projects for $50, 50 for $200
Common mistakes - Expecting immediate downgrade (happens at renewal) - Not updating payment method after failure - Forgetting add-on costs when budgeting
Related links - Pricing Page - Workspace Settings - Contact Support