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Documentation Index

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Patchline subscription billing runs on Stripe Billing. All subscription management lives in Settings → Billing, which opens the Stripe customer portal.   Billing tab is available on every tier (Free shows upgrade CTAs).

What you can do

  • Change your plan (upgrade / downgrade)
  • Update payment method
  • Download invoices
  • Change billing email
  • Switch monthly ↔ annual
  • Cancel subscription

Where to find it

Settings → Billing → Patchline opens the Stripe-hosted customer portal in the same window.

Plan changes

  • Upgrade is immediate. Stripe prorates — you pay the difference for the rest of the current cycle.
  • Downgrade takes effect at the next billing cycle. You keep paid-tier access until then.
  • Cancel also takes effect at the next billing cycle.

Trial mechanics

Every paid tier includes a 30-day free trial. See Pricing & plans for full details.
  • You enter a payment method at sign-up.
  • No charge until day 31.
  • Cancel any time during trial = no charge.
  • On day 31, Stripe charges for month 1 (or year 1 if annual).

Invoices

Stripe portal → Invoices tab. Download as PDF. For Enterprise customers: invoices are sent via the billing email at end-of-month.

Annual vs. monthly switching

Switch any time:
  • Monthly → Annual mid-cycle: Stripe prorates the unused portion of the monthly subscription and credits it against the annual price.
  • Annual → Monthly: takes effect at the next renewal date.

Failed payment

If a card declines:
  1. Stripe retries 3 times over 7 days.
  2. Patchline notifies you via email.
  3. After 7 days of failed retries, your subscription is paused (not cancelled) — you can update the payment method to resume.
  4. After 30 days of unresolved payment, the subscription cancels and you revert to Free tier. Your data stays.

Cancellation

  • In-portal cancel: Settings → Billing → Cancel. Takes effect at next renewal. You keep paid access until then.
  • Cancel via email: not required. Self-serve.
  • What happens to data: stays. You revert to Free tier limits. Can re-upgrade any time.
  • Refunds: We don’t auto-refund partial cycles. Email support@patchline.ai for refund questions.

FAQ

Email support@patchline.ai with your situation. We’re reasonable on case-by-case basis. No automatic refunds for forgotten cancellations.
You probably upgraded mid-cycle (prorated charge for the partial cycle) + the new tier’s first full cycle. That’s by design. See Stripe’s invoice for the line items.
Not in v1. The Free tier is generous enough for most student / hobbyist needs.
ACH on Enterprise tier only. Other tiers are card-only.