Manage your subscription

You manage your plan, add-ons, and billing in the Hub, on the Billing & usage page. This guide covers changing your plan, cancelling, and updating your billing details.

Open Billing & usage

1. Sign in to hub.twominutereports.com.
2. Open the account menu.
3. Select Billing & usage.

You can also open it from Settings › Billing & usage.

Who can use it

• To see the page, your role needs permission to view billing. By default, the Owner, Admins, and Deputy Admins have it.
• To change the plan, cancel, or manage billing details, your role needs permission to manage billing. By default, the Owner and Admins have it.
• Changes also need a seat. The Owner can manage billing without a seat.

Your current plan

The Current plan card shows:

• Plan: your plan (Lite, Pro, or Business)
• Billing: how often you pay, monthly or yearly
• Next billing: the date of your next payment (Cancelled at after you cancel, and Trial ends if you cancel during a free trial)
• A status: Active, In trial, Cancelled, or Non-renewing

Select Details to see what you pay for (Billing cost) and how much of your plan you use (Usage overview, with your seats and accounts).

Upgrade or downgrade your plan

1. Under Compare plans, select Monthly or Yearly.
2. On the plan you want, select Upgrade to {Plan} or Downgrade to {Plan}.
3. Check the Subscription summary.
4. Select Checkout.

If a payment is needed, a payment page opens in a new tab. Complete the payment to finish the change.

If our team set up custom limits for your plan, a message tells you that changing the plan removes them. Contact support first if you want to keep them.

Cancel your subscription

1. On the Current plan card, open the ⋮ menu.
2. Select Cancel subscription.
3. Select a reason, then select Next.
4. Answer the feedback questions, then select Next.
5. Read what stops when the subscription ends. Then select the check box to confirm that you understand.
6. Select Cancel subscription.

You may need to confirm it's you before the cancellation goes through. See Confirm it's you.

What happens when you cancel

• The cancellation takes effect at the end of the current billing term. Until then, your team keeps access.
• If you cancel during a free trial, the cancellation takes effect when the trial ends. Until then, the status stays In trial, and the Current plan card shows:
  • A Cancels at trial end badge
  • Trial ends with the date, in place of Next billing
  • A message that the subscription stops when the trial ends, and that you don't pay
  • Cancel subscription is unavailable in the ⋮ menu
• When the subscription ends, your team loses access to its accounts in Two Minute Reports. Google Sheets queries and schedules stop running, and briefings stop sending.
• Nothing is deleted.

To keep your work running for less, select Compare plans in the cancellation dialog to change your plan instead.

Restart a cancelled subscription

Choose a plan on Billing & usage. You pay for the new billing term on the checkout page, and the subscription restarts when the payment is complete.

• The restarted subscription has only the plan and add-ons that you select. Add-ons from your old subscription are not added again, so select the ones you still need before you pay.
• If the payment fails, the subscription stays cancelled. Try a different payment method on the checkout page.

Update billing details and download invoices

Your payment method, billing address, and invoices are in the billing portal.

1. On the Current plan card, select Manage billing.
2. If asked, confirm it's you.
3. The billing portal opens in a new tab. Update your payment method or billing address, or download your invoices there.

Manage team members and permissions

Team members, roles, and seats are managed in the Hub under Settings › Members. You can also open it from the account menu: select Manage team. They have their own section of this documentation:

• Manage members: invite someone, change their role, assign or unassign a seat, remove them, and what happens to the work they built
• Standard roles: the six ready-made roles and how to choose between them
• Seats: what a member can and cannot do without one

Need help?

If you have a problem with billing or your subscription, contact [email protected] with your question.