What it does
The Billing tab is where you see what plan your organization is on, switch to a different plan, change between monthly and annual billing, cancel, reactivate, and update your payment method. Nautis uses Stripe under the hood, so the actual card and address details live in Stripe's secure portal.
Who can use it
The Billing tab is visible to Owner, Admin, and members with the Billing role.
Only Owners and Admins can actually subscribe, upgrade, downgrade, cancel, or change the payment method. Members on the Billing role can see the data; non-admin upgrade buttons show "Contact Admin".
You can subscribe even if your organization is on a Free Forever plan — no payment method needed until you pick a paid plan.
How to get here
Open your organization in the sidebar.
Click the Billing tab at the top.
You can also use the sidebar shortcut Manage Billing Information to jump straight here.
What you'll see at the top
A strip across the top of the page summarises your current plan:
Current Plan — either the name of your paid plan or "Free Plan" if you haven't subscribed.
A status badge: Active, Past Due, Canceled, Incomplete, etc.
Billing Period — the start and end dates of your current billing cycle (or "Never expires" if you have lifetime access).
Next Payment — the amount and date of your next charge. If you have a discount applied (referral credits, country pricing, or a Stripe coupon), the discounted amount appears with the original amount struck through.
Cancel Subscription button (Admins only, on active paid plans).
More menu — for redeeming codes and viewing exclusive offers.
Status banners appear here if anything needs your attention: failed payments, scheduled cancellations, scheduled downgrades, or inactive subscriptions.
Step-by-step: pick or change a plan
Scroll past the current-plan strip to the Choose Your Plan section.
Use the toggle to switch between Monthly and Annual billing. The annual toggle has a red "2 months free" badge — annual is usually a better deal.
If you have referral credits, a banner appears letting you toggle them on before subscribing.
If Nautis detects you're in a country with regional pricing (PPP), a small green chip shows your discount, e.g. "20% discount applied for India".
Each plan shows as a card with the plan name, description, price, and a button. The button label depends on context:
Subscribe — you're on Free and this is a paid plan.
Upgrade — this plan costs more than your current one.
Downgrade — this plan costs less than your current one.
Current Plan — this is what you're on now (button disabled).
The plan Nautis most recommends has a MOST POPULAR badge with a star.
Click the plan's button.
On your first paid subscription, you're sent to Stripe Checkout to enter your card. Once payment succeeds, you come back to this page with a success toast.
For upgrades, the change is usually immediate — the toast says "Changes have been applied immediately".
For downgrades, the change is usually scheduled for the end of your current billing period — the toast says "Changes will take effect on [date]" and a yellow Downgrade Scheduled banner appears at the top.
Step-by-step: downgrade to Free
On the Billing tab, find the Free Forever card (always shown first).
Click Downgrade.
Your paid plan will be cancelled at the end of the current billing period. You see "Your plan will be downgraded to Free" and the Cancellation Scheduled banner appears.
Until the period ends you keep all your paid features. After it ends, you drop to Free and any over-quota items become read-only.
Step-by-step: cancel your subscription
On the strip at the top of the Billing tab, click Cancel Subscription.
A confirmation dialog appears: "Are you sure you want to cancel your subscription? Your subscription will remain active until the end of the current billing period."
Click Cancel Subscription to confirm, or Keep Subscription to back out.
You see "Subscription cancelled successfully". A yellow Cancellation Scheduled banner now appears at the top of the page showing the date your access ends.
You don't lose paid features straight away — they stay live until the end of the billing period you've already paid for.
Step-by-step: undo a scheduled cancellation
If you cancelled and changed your mind:
While the Cancellation Scheduled banner is showing, click Undo Cancellation inside it.
You see "Subscription reactivated successfully" and the banner disappears. Your subscription continues as normal at the next renewal.
Step-by-step: fix a failed payment
If Stripe couldn't charge your card, a red Payment Failed banner appears at the top:
Click Update Payment Method in the banner.
A new tab opens to Stripe's secure billing portal.
In the portal, add a new card or fix details on your existing one.
Stripe retries the charge automatically once the new card is in place. The banner on the Billing tab clears once the payment goes through.
Step-by-step: manage your payment method (any time)
The actual card on file lives in Stripe's customer portal, not in Nautis.
Step-by-step: redeem a code or view exclusive offers
The More menu near the Cancel Subscription button gives you two extras:
Redeem Code — opens a dialog where you can paste a redemption code (e.g. an AppSumo-style code, or a code received in an email). If you own more than one organization, a dropdown lets you pick which one to apply the code to. Click Redeem to activate the package.
View Offers — opens a list of any custom offers that have been made available to your account. Each row shows the offer name, description, price, billing type (Monthly, Yearly, Lifetime, or one-time), and an expiry date if any. Click View to open the offer's details page.
If you have unredeemed offers waiting, a small red badge appears on the More button so you don't miss them.
Step-by-step: compare features side-by-side
Below the plan cards is a Compare Our Plans table. It groups every feature by category (AI tools, Pitch Tools, Investor Tools, etc.) and shows what's included on each plan. Use it to figure out what you'd gain by upgrading before you click anything.
Tips & limits
Upgrades happen immediately; downgrades happen at the end of the current billing period. This avoids unexpected partial charges.
Annual plans give you "2 months free" compared to twelve monthly payments — the savings chip is visible on the Monthly/Annual toggle.
Regional pricing (PPP) is automatic — if your IP places you in a discounted region, the discount applies without doing anything extra.
Cancelling doesn't refund the current period. You keep paid features until your period ends, then drop to Free.
Lifetime plans never charge again. The Billing Period reads "Never expires" and there is no Next Payment date.
One-time plans (e.g. a 3-month one-time pack) don't auto-renew. The Next Payment field reads "One-time payment — no auto-renewal".
FAQ
Where do I see what each plan includes?
Scroll past the plan cards to Compare Our Plans. It's a full feature matrix.
I clicked Upgrade — when does my card get charged?
When you complete checkout in Stripe. After that, upgrades within an active subscription typically prorate immediately.
Can I switch from annual back to monthly?
Yes — pick the same plan with the Monthly toggle selected. It's treated as a billing-cycle change and follows the same upgrade/downgrade rules above.
I have referral credits — how do I use them?
If you haven't subscribed yet, the green Apply credits banner appears above the plan cards with a toggle. Turn it on before clicking Subscribe and the credits go against your first payment.
Where do I get a receipt or invoice?
Switch to the Invoices & Payments tab — see the guide below.
Can I change the email Stripe sends invoices to?
Yes — set it on the Organization Settings tab under Billing Information > Edit Details > Billing Email.