Skip to main content

Subscription & Billing

Overview​

Your docs101 subscription gives you access to invoicing, compliance, and export features. This guide explains the available plans, how billing works, and how to manage your subscription.

Plans​

Free Plan​

  • Best for: Getting started and testing docs101
  • Invoices: Up to 3 per month
  • Team: 1 seat (no team invitations)
  • Features: All core features (invoicing, compliance, exports)
  • Cost: Free forever
  • Billing: No credit card required

Professional Plan​

  • Best for: Small to medium businesses
  • Invoices: Up to 100 per month
  • Team: Up to 3 seats (invite up to 2 additional members)
  • Features: All features plus priority support and team collaboration
  • Cost: See current pricing on the subscription page
  • Billing: Monthly or yearly (yearly billing includes a discount)
info

The Free plan includes all core functionality. The main limitations are the number of invoices you can finalize per month (3) and the team size (1 seat). Upgrade to Professional when you need more invoices or want to invite team members.

Managing Your Subscription​

Viewing Your Current Plan​

  1. Go to Settings > Subscription
  2. See your current plan, billing cycle, and next charge date

Upgrading Your Plan​

To upgrade from Free to Professional:

  1. Go to Settings > Subscription
  2. Click Upgrade
  3. You are redirected to Stripe Checkout to complete payment
  4. Choose your billing period (monthly or yearly)
  5. Enter your payment details
  6. Confirm the order
  7. Your plan is upgraded immediately

Downgrading Your Plan​

To downgrade from Professional to Free:

  1. Go to Settings > Subscription
  2. Click Cancel Subscription
  3. Your subscription will be canceled at the end of the current billing period
  4. Access continues until the end of the current billing period
  5. After that, your account reverts to the Free plan
  6. All your existing data is preserved
warning

The Free plan limits you to 3 finalized invoices per month. If you downgrade and have already exceeded this limit in the current period, you will not be able to finalize new invoices until the next period begins.

Canceling Your Subscription​

  1. Go to Settings > Subscription
  2. Click Cancel Subscription
  3. Confirm the cancellation
  4. Access to paid features continues until the end of your current billing period
  5. After that, your account reverts to the Free plan

Payment & Billing​

Payment Method​

docs101 uses Stripe for secure payment processing.

Accepted Payment Methods:

  • Credit cards (Visa, Mastercard, American Express)
  • Debit cards
  • Other methods supported by Stripe in your region

Stripe Customer Portal​

To update your payment method:

  1. Go to Settings > Subscription
  2. Click Manage Billing
  3. The Stripe Customer Portal opens where you can update or change your payment method

Billing Invoices​

Billing invoices are created by docs101 and available for download directly in the application:

  1. Go to Settings > Subscription
  2. Open the Payments tab
  3. Download any past invoice as PDF

Invoice Limits​

Both plans have a monthly limit on the number of invoices you can finalize (set to OPEN status). You can create and edit unlimited draft invoices — only finalized invoices count toward your limit.

PlanMonthly Limit
Free3 invoices
Professional100 invoices

How the limit works​

  • Only finalized invoices count. Draft and canceled invoices do not count toward the limit.
  • The limit resets based on your billing cycle. For Professional plans, this follows the Stripe billing period. For Free plans, it resets monthly based on your account creation date.
  • Once you reach the limit, you cannot finalize any more invoices until the next billing period begins.

Tracking your usage​

You can see how many invoices you have used in the current period in two places:

  • Dashboard — A dedicated KPI card shows your current usage with a progress bar
  • Subscription page (Plans tab) — Shows your usage alongside your current plan details

Both display the number of invoices used, the total limit, and the date when the limit resets.

When you reach the limit​

When you try to finalize an invoice after reaching your limit:

  • Free plan: A dialog appears with a link to upgrade to the Professional plan. You are redirected to the Subscription page where you can upgrade instantly.
  • Professional plan: A dialog appears with contact information. For limits beyond 100 invoices per month, contact team@docs101.com for a custom arrangement.

Upgrading resets your counter​

When you upgrade from Free to Professional, a new billing period starts and your invoice counter resets to zero.

AI Usage​

Both plans include a daily allowance of AI credits used for features like the customer import. Each import — regardless of file type or customer count — uses one credit.

PlanDaily AI credits
Free10
Professional100
  • One import = one credit. A CSV with 200 rows costs the same as a single business card photo.
  • The allowance resets daily at midnight.
  • Unused credits do not carry over to the next day.
  • You can check your remaining AI credits on the Subscription page.

When you reach your daily limit, the import dialog shows a notification. Free plan users see an option to upgrade. The limit resets the next day.

Common Questions​

Q: Can I try all features before paying?

  • A: Yes, the Free plan includes all core features. The only limit is 3 finalized invoices per month.

Q: Do I get a refund if I cancel mid-cycle?

  • A: No, but you retain access until the end of your paid period. Refund policies are managed by Stripe.

Q: What happens to my data if I downgrade?

  • A: All your data (invoices, customers, products, exports) is preserved. You simply cannot finalize more than 3 invoices per month on the Free plan.

Q: What if my payment fails?

  • A: Stripe retries automatically. Your Professional plan limits remain active during this time. After repeated failures, your subscription may eventually be canceled by Stripe, reverting you to the Free plan. Update your payment method in the Stripe Customer Portal.

Q: Is there a long-term contract?

  • A: No. Monthly plans can be canceled anytime. Yearly plans run for one year and can be canceled at renewal.

Q: Do draft invoices count toward my limit?

  • A: No. Only finalized invoices (status OPEN or beyond) count. You can create and edit as many drafts as you like.

Q: What happens if I need more than 100 invoices per month?

Next: Learn how to invite team members to collaborate on your invoicing.