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Billing

Last updated: · 4 min read

What the Billing page shows

Five sections:

  1. Current plan. Free, Starter, Growth, Business, Enterprise. Includes quota usage.
  2. Payment method. Card on file (last 4 digits visible).
  3. Invoices. Past invoices with download links.
  4. Usage. Current cycle's message count and storage usage.
  5. Plan changes. Upgrade or cancel buttons.

Only Account Owner can view and edit billing. Account Admins can view but not modify.

Plan tiers

Single billing axis: indexed content (MB). Quota and feature scaling alongside.

PlanPrice (USD/mo)Messages/moContentTeamWorkspaces
Free (14-day trial)$0505 MB11
Starter$392,00015 MB12
Growth$996,00040 MB45
Business$24915,000100 MB1015
EnterpriseCustom40,000 floor (custom)CustomUnlimitedUnlimited

Plans are billed in USD through Dodo Payments, our merchant of record. Annual prepay (about 15 to 20% off) is available on Growth and above.

Upgrading

Plan upgrade applies immediately:

  1. Open Billing > Change Plan.
  2. Pick the target plan.
  3. Review the proration. Charged today: difference between old and new plan, prorated for the days remaining in the cycle.
  4. Confirm.

Within 30 seconds:

  • Plan switches.
  • New limits apply (more messages, more content, more team seats).
  • Currently-paused features re-enable (e.g., WhatsApp if you upgraded to Growth).
  • The prorated amount is charged on your saved payment method.

Dodo supports in-place plan changes, so an upgrade or downgrade switches your existing subscription directly rather than creating a second one.

Downgrading

Dodo supports in-place plan changes, so a downgrade switches your existing subscription rather than canceling and starting a new one:

  1. Open Billing > Downgrade.
  2. Pick the lower plan.
  3. Confirm.

Unlike an upgrade (which applies immediately, prorated), a downgrade takes effect at your next billing date — you keep the current plan's features until then.

Common downgrade reasons:

  • Trial ending and not converting. Auto-drops to the Free trial tier.
  • Switching from Business to Growth because Business features weren't needed.
  • Pausing the team seasonally.

Cancellation

Full cancellation:

  1. Billing > Cancel Subscription.
  2. Pick reason (helps us improve).
  3. Confirm.

Cancellation:

  • Account stays active until end of cycle.
  • No further charges.
  • At cycle end, account drops to Free (50 messages per month, 5 MB cap, widget-only, 14-day trial clock).
  • Data preserved during the Free trial window. Upgrade to a paid plan to keep your agent and data after the trial ends.

To fully delete (not just cancel), see account deletion.

Payment methods

Every customer, India included, is billed in USD through Dodo Payments, our merchant of record, which handles global tax and compliance. Checkout is a hosted redirect and works the same in every country — there's no separate India-specific checkout flow today.

Update payment method under Billing > Payment Method.

Invoice retention

Tax-compliant invoicing for every jurisdiction:

  • Invoices retained 7 years.
  • Available via dashboard.
  • Downloadable as PDF.
  • Format compliant with your jurisdiction's tax rules (e.g., GST invoicing for customers in India).

International customers get tax-compliant invoices for their jurisdiction.

Usage monitoring

Track current cycle:

  • Queries used / quota. Bar chart with daily breakdown.
  • Storage used / cap. In MB, with per-source breakdown.
  • Team seats used / cap.
  • Days remaining in cycle.

When approaching quota:

  • 80% used: dashboard banner shows.
  • 90% used: email warning sent to account owner.
  • 100% used: new messages return HTTP 429 "Plan quota exceeded".

Upgrade or wait for cycle reset.

Quota reset

Cycles run monthly aligned to your subscription start date:

  • Sign up May 5: cycles run 5th to 4th each month.
  • Usage resets to 0 at midnight UTC on the cycle start day.

Carryover: no rollover. Unused quota expires at cycle end.

Trial behavior

New accounts start on a 14-day free trial (the Free plan), no credit card required:

  • Day 1. Free plan unlocked. 50 messages, 5 MB, 1 seat, 1 workspace.
  • Day 7. Email reminder that the trial is ending soon.
  • Day 12. Email reminder: trial ends in 2 days. Upgrade to keep your agent and data.
  • Day 14. Trial ends.
    • If you upgraded to a paid plan: continues on that plan.
    • If not: the workspace expires unless you upgrade.

Upgrade any time during the trial under Billing > Change Plan.

Promo codes and discounts

Three discount paths:

  • Promo codes. Entered at checkout. Time-limited or first-month discounts.
  • Annual prepay. Pay 12 months upfront for about 15 to 20% discount. Available on Growth and above.
  • Non-profit and education. 30% discount with verified status. Apply via support.

Enterprise pricing is custom; ask sales.

Tax handling

For international customers:

  • VAT (EU), GST (Australia, Canada), HST (Canada) handled per jurisdiction.
  • VAT reverse charge for B2B EU customers.
  • Invoice shows separate tax line where applicable.

For customers in India:

  • GST (Goods and Services Tax) at 18% on services.
  • Invoice shows separate tax line.
  • GSTIN can be added to your billing profile for compliance.

Refund policy

  • First 14 days of paid subscription. Full refund, no questions.
  • After 14 days, within 30 days. Prorated refund.
  • After 30 days. Refund at AskVault's discretion (rare).
  • Cancel for cause (outage, policy change): full refund or pro-rata.

Request refunds under Billing > Help > Request Refund. Processed within 5 to 7 business days.

API access for billing

For workspaces with finance automation:

Terminal window
curl https://api.askvault.co/v1/billing \
-H "Authorization: Bearer ak_xxx"

Returns current plan, usage, upcoming invoice. Useful for embedding billing info in your own dashboard.

Audit and compliance

Every billing action logs:

  • Subscription creation, upgrade, downgrade, cancellation.
  • Payment method updates.
  • Invoice generation.
  • Author (account owner).

Retained 7 years for tax compliance.

Planned features (on the roadmap)

Documented for accuracy:

  • Per-workspace billing. Today, account-level. Per-workspace cost allocation for multi-tenant resellers planned for Enterprise.
  • Usage-based add-ons. Today, fixed-tier plans. Message-credit top-ups planned.
  • Budget alerts. Today, automatic at 80% and 90%. Custom budget thresholds planned.

Limits

  • Plan changes. Up to 3 per month (prevents rapid flapping).
  • Payment methods per account. Up to 5.
  • Invoice retention. 7 years.
  • Refund window. 14 days full, 30 days prorated.

Common pitfalls

Trial ended without warning. Reminders went to spam. Add billing@askvault.co to safe senders.

GSTIN mismatch on invoice. Edit billing profile under Billing > Profile. Correct GSTIN; future invoices regenerate.

Quota exceeded mid-month. Upgrade plan or wait for cycle reset. Quota carryover is not available.

FAQ

Can I pay in USD?

Billed in USD through Dodo Payments, our merchant of record, which handles global tax and compliance. Checkout is a hosted redirect and works the same in every country.

What happens if my card fails?

3 retry attempts over 7 days. Then account auto-drops to Free until payment recovers.

Can I switch payment methods mid-cycle?

Yes. Update under Billing > Payment Method. Future charges use the new method.

Do you bill annually?

Yes for Growth and above (15 to 20% discount).

Will my data delete if I cancel?

No. Account drops to the Free trial tier with a 5 MB cap. Upgrade to a paid plan to keep your agent and data after the trial ends. To fully delete data, use account deletion.

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