ListMatchGenie

Upgrading and downgrading

How plan changes work — when they take effect, how proration is calculated, what features you lose on downgrade, and how to cancel.

Plan changes are triggered from the Billing page. Upgrades take effect immediately. Downgrades take effect at the end of your current period.

Upgrading

Click Upgrade next to any plan higher than your current. You're redirected to Stripe Checkout with the selected plan pre-filled.

After payment:

  • The new plan activates immediately
  • You're prorated for the time remaining in your current period — the new plan's price is reduced by the unused portion of your old plan
  • An invoice appears in your history showing the proration calculation
  • New tier features unlock right away (PDF/PPTX exports, increased limits, etc.)

Immediate limit changes

Volume limits (rows per file, jobs per month, storage) apply immediately. If you're in the middle of a match that exceeded your old tier's limit, it can now continue.

Monthly quotas

Monthly counters (match jobs, AI questions) carry over from the old tier:

  • If you used 40 of 50 Starter jobs and upgrade to Pro (200 jobs), your new available is 200 − 40 = 160.
  • Counters don't reset on upgrade; they reset on your next billing anniversary.

Downgrading

Click Downgrade on any plan lower than your current. A confirmation dialog explains:

  • Timing: takes effect at the end of the current billing period (not immediately)
  • Features lost: listed explicitly
  • Over-cap state: if your current usage exceeds the target plan's limits, you're warned

Features you lose on downgrade

Depending on which tiers you're moving between:

  • Pro → Starter: no more PDF exports, fewer job quota, fewer AI questions
  • Business → Pro: no more team seats (extra members deactivated), no more PPTX, fewer shares
  • Any → Free: no reports, no AI questions, no exports beyond CSV/XLSX, much tighter caps

Features are disabled at the period's end, not at downgrade request time. You can keep using the full feature set until then.

Over-cap state at downgrade time

If you're over the target plan's limits when the downgrade takes effect:

  • Existing data stays. Files over the storage cap aren't deleted; you just can't upload more until you're back under.
  • Saved masters over the cap: you can still view and match against them, but can't save new masters until you delete enough to get under the cap.
  • Active shared links over the cap: existing links continue to work; you can't create new ones.

You're given a grace month to clean up before any hard enforcement kicks in.

Cancelling

Click Cancel subscription on the Billing page. You'll see:

  • Your subscription will end on [date]
  • Until then, everything works normally
  • After that date, your account reverts to Free (subject to Free limits)
  • Data is not deleted; you keep access to everything your Free tier allows
  • After 30 days on Free, data exceeding Free limits is at risk of cleanup (you get email warnings first)

Cancellations can be undone any time before the end-date by re-subscribing.

Timing examples

Scenario 1: Upgrade mid-month

  • You're on Starter ($29/mo), currently on day 10 of your billing cycle
  • You upgrade to Pro ($79/mo) on day 10
  • You're credited for 20 days of unused Starter (20/30 × $29 = $19.33)
  • You're charged for 20 days of Pro (20/30 × $79 = $52.67)
  • Net charge: $52.67 − $19.33 = $33.34 today
  • Next regular billing: day 30, full $79

Scenario 2: Downgrade mid-month

  • You're on Pro, currently on day 10 of your billing cycle
  • You downgrade to Starter on day 10
  • Pro continues through day 30 (end of period)
  • On day 31, Starter begins at $29/mo
  • No refund; you get Pro through the end of the period you already paid for

Scenario 3: Annual → monthly

  • You're on annual Pro ($790/year), currently 3 months in
  • You switch to monthly Pro on month 3
  • Annual continues through month 12 (end of period)
  • On month 13, monthly Pro begins at $79/mo
  • No refund; you get the annual value through the end of the year

Enterprise contracts

Enterprise plans are term-based (usually 1 year, sometimes 2). Changes mid-term are handled via your account manager. Contact support for:

  • Adding seats
  • Increasing limits
  • Changing SSO provider
  • Terminating early (usually not pro-rated)

Failed payments

If a subscription payment fails (expired card, insufficient funds):

  1. Stripe retries automatically over the next several days
  2. You receive email notifications from both Stripe and ListMatchGenie
  3. If payment isn't collected within 10 days, your subscription pauses (account reverts to Free limits; data preserved)
  4. After 30 days of pause, if still not resolved, the subscription cancels

Update your payment method in the Stripe customer portal (accessible from the Billing page) to resolve.