# Billing and plans

> The trial, plans and their limits, who manages the subscription, payment, invoices, changing and canceling your subscription.

The subscription belongs to the **workspace**, not to your account. The workspace's **Billing** page shows the plan,
limits, usage and invoices. From **My settings → Billing** you reach the billing of every workspace you own.

## Who manages the subscription

Every member sees the Billing page: the plan, limits, usage and invoices. Only the workspace **owner** chooses, changes
or cancels the subscription and edits **Billing details** and the **Payment method**. For a member, the buttons are
missing or the form is locked, with the message "Only the workspace owner can change the subscription." See
[Roles](https://survelium.com/docs/account/team.md#roles).

## Trial

Every new workspace starts with a trial:

- **1 brand** and at most **15 prompts**, checked daily on all [AI models](https://survelium.com/docs/data/models.md);
- a **quota of responses**, not an expiry date — the **Trial responses** counter on the Billing page shows how many
  you have used (one response = one prompt asked to one model);
- [Recommendations](https://survelium.com/docs/guides/improve-visibility.md#5-recommendations) are included;
- direct competitors are not limited and the whole history is visible;
- the [Content](https://survelium.com/docs/guides/content.md) section is not included.

When the quota is almost used up you get an email; when it runs out, **Trial used up** appears, checks stop and you
choose a plan to continue. The data collected so far stays. An account can start only one trial.

## What a plan limits

On the Billing page, each plan shows its limits:

| Limit | What it means |
|---|---|
| **AI questions tracked** | the **active** prompts across the whole workspace; paused ones don't count |
| **Brands** | how many brands the workspace has |
| **Check frequency** | how often checks run |
| **Platforms** | how many [AI models](https://survelium.com/docs/data/models.md) are asked |
| **Sampling depth** | how many times each prompt is asked to each model in one check (see [How we collect data](https://survelium.com/docs/data.md)) |
| **Competitors per brand** | how many [direct competitors](https://survelium.com/docs/configuration/competitors.md#direct-competitor-limit) each brand can have; the others don't count |
| **AI reports** | whether the [Recommendations](https://survelium.com/docs/guides/improve-visibility.md#5-recommendations) page is included |
| **Visible history** | how far back the brand pages see (see below) |

When you hit a limit, the app tells you which limit it is and suggests a bigger plan. Data already collected is not
lost. The number of articles in [Content](https://survelium.com/docs/guides/content.md) also depends on the plan. AI traffic and the number of
members are not limited by plan.

### Freed slots

A prompt you pause or delete, and a brand you delete, **keeps its slot in the plan until the next month of the
subscription** (on an annual subscription, still monthly, not at the yearly renewal). This way the limit can't be
dodged by swapping prompts around. Exception: a prompt added by mistake and deleted the same day, before it ever ran,
frees its slot at once. During the trial, slots free up at once.

The [Prompts](https://survelium.com/docs/configuration/prompts.md#plan-slots) page shows how many slots are still held and when the first one
frees up.

### Visible history

A plan with a limited **Visible history** doesn't show data older than that many days on the brand pages, in
comparisons and in PDF reports. Nothing is deleted: with a bigger plan, the older answers show again. The comparison
with the previous period can come out without a number when that period falls outside the visible history.

## Payment

- Prices are in **lei (RON), VAT included**. The euro price next to it is approximate.
- You pay by card. **Annual** costs as much as 11 months.
- **Payment method** (the owner, once subscribed) opens the Stripe payment portal, where you change your card.
- Payment happens on a secure payment page; Survelium does not see or store your card details.
- **Billing details**: you choose a **Customer type** (Company or Individual), and for a company the tax ID (CUI) and
  company details. For now we only invoice customers in Romania.
- **Billing email**: if you fill it in, invoices and payment emails go there; other subscription emails go to the
  owner.

## Invoices

For every payment we issue a **Romanian fiscal invoice**; for a refund, a credit note. You find them in
**Billing → Invoices**, with **Download PDF**. A new invoice appears a few minutes after payment (until then:
"Invoice is being generated.").

## Changing your plan

**Scale your subscription** → choose the plan. The change happens immediately, and the difference is prorated over the
remaining days. For a smaller plan, first reduce your brands, active prompts and each brand's direct competitors to its
limits. Slots still held by deleted or paused prompts and brands count too.

## Canceling

**Cancel subscription** stops renewal. You keep access until the end of the paid period ("Access ends …") and can come
back at any time until then with **Resume**.

## When a payment fails

1. The subscription becomes **Past due** and **Payment failed** appears; the owner gets an email.
2. You keep full access for **10 more days** from the first failed payment.
3. After 10 days, checks stop until you pay, and AI traffic no longer receives data from your site.
4. If the subscription closes, **Subscription expired** appears. Your data stays; you find it again when you
   reactivate.

The owner gets an **Update payment method** button in the banner, which opens the payment portal where you change your
card; the failed-payment email has the same link.
