Billing

Subscription Management

Only the hierarchy owner can manage billing and subscriptions. This ensures secure financial control.

Viewing Your Current Subscription

1. Navigate to Organization Settings
2. Click “Billing & Subscription”
3. View your current tier, billing cycle, renewal date, and payment method

Billing Cycle Options

Helm subscriptions are available on a monthly or annual basis. Annual billing saves approximately 17% compared to paying month-to-month.

Tier	Monthly	Annual
Free	$0	$0
Core	$5/mo	$50/yr
Pro	$9/mo	$90/yr
Leader	$13/mo	$130/yr

For a full comparison of what each tier includes, see Subscription Tiers.

Upgrading Your Subscription

To upgrade from Free, or from one paid tier to a higher one:

1. Go to Billing Settings
   Organization Settings → Billing & Subscription
2. Click “Upgrade”
   Select your desired tier (Core, Pro, or Leader) and choose monthly or annual billing.
3. Enter Payment Information
   Provide credit card details. Payment is processed securely through Stripe.
4. Confirm Purchase
   Review the amount and billing cycle, then confirm.
5. Instant Activation
   Your new tier limits and features are available immediately.

Payment Methods

Accepted Payment Methods

• Visa, Mastercard, American Express, Discover
• Debit cards with credit card processing
• Apple Pay and Google Pay (when available)

Updating Your Payment Method

To change or update your payment method:

1. Go to Billing & Subscription
2. Click “Update Payment Method”
3. Enter new card details
4. Click “Save” to update

Renewals and Automatic Billing

Subscriptions renew automatically at the end of each billing period unless you cancel beforehand. You will receive an email reminder 7 days before renewal.

• Monthly subscriptions renew each month on the same date you first subscribed.
• Annual subscriptions renew once per year on the same date.
• If a renewal payment fails, Helm will retry three times over 7 days. You will receive email notifications for each failed attempt. If all retries fail, your subscription is canceled and your hierarchy reverts to the Free tier.

Proration on Upgrades

If you upgrade mid-cycle:

• You are charged the prorated difference for the remaining time in your current billing period.
• Your renewal date stays the same.
• On your next renewal, you are charged the full price for the new tier.

Downgrading

When you downgrade to a lower tier (including Free), your current plan stays active until the end of your billing period. After that, your hierarchy moves to the new tier's limits. Existing data is never deleted — you simply cannot create new items that exceed the lower tier's limits until you are under them.

Invoices and Receipts

Viewing Invoices

1. Go to Billing & Subscription
2. Scroll to “Invoice History”
3. View all past invoices with dates and amounts

Downloading Invoices

• Click “Download PDF” next to any invoice
• Invoices include organization name, billing details, and payment breakdown
• Use for expense reports or business accounting

Canceling Your Subscription

You can cancel your subscription at any time with no penalties or fees.

1. Go to Billing Settings
   Organization Settings → Billing & Subscription
2. Click “Cancel Subscription”
   You will be asked to confirm your cancellation.
3. Choose Cancellation Timing
   Cancel immediately or at the end of your billing period.
4. Confirm Cancellation
   Your subscription will be canceled as requested.

Preparing for a Downgrade to Free

Before your paid subscription ends, review these Free tier limits and reduce accordingly:

• Reduce hierarchy members to 2 or fewer
• Reduce active tasks to 5 or fewer
• Reduce contracts to 1 or fewer
• Delete media files to fit within 100 MB total storage
• Rewards, consequences, rituals, and other items over Free limits become read-only — you cannot create new ones until you are back under the limit

Reactivating a Canceled Subscription

If you canceled and want to reactivate:

1. Go to Billing & Subscription
2. Click “Reactivate Subscription”
3. Choose your tier (Core, Pro, or Leader) and billing cycle
4. Confirm payment — access is restored immediately

Billing Support

If you have billing questions or issues:

Common Issues

• Payment Failed: Update your payment method and retry from Billing & Subscription
• Incorrect Charge: Review your invoice or contact support with the invoice number
• Refund Request: Paid plans include a 30-day money-back guarantee; after that, refunds are handled on a case-by-case basis
• Change Billing Email: Update in Account Settings → Email Preferences

Contacting Support

For billing questions or issues:

• Email: support@submitlist.space
• Include your organization name and billing details in your message
• Response time: within 24–48 hours

Frequently Asked Questions

Can I get a refund if I cancel?

All paid plans include a 30-day money-back guarantee. If you cancel within 30 days of your first payment and the fit is not right, contact support for a full refund. After that period, subscriptions are generally non-refundable.

What if my payment fails?

If a renewal payment fails, Helm retries three times over 7 days. You will receive email notifications for each attempt. If all retries fail, your subscription is canceled and your hierarchy reverts to the Free tier.

Can I switch between monthly and annual billing?

Yes. You can switch billing cycles when you renew or upgrade. Switching from monthly to annual takes effect at the next renewal date; you will be charged the full annual price at that point.

Can I change tiers mid-cycle?

Yes. You can upgrade or downgrade at any time. When upgrading, you are charged the prorated difference for the remainder of your current billing period and gain access to the new tier immediately. When downgrading, your current plan stays active until the billing period ends.

Do you offer discounts for nonprofits or education?

Contact support with verification of your nonprofit or educational institution status for potential discounts.