Simple Wires Help

- Getting Started: /manual/docs/getting-started.html
- Projects Dashboard: /manual/docs/projects.html
- Sharing Projects: /manual/docs/sharing.html
- Drawings and the Start Page: /manual/docs/drawings.html
- The Drawing Editor: /manual/docs/editor.html
- Functional Blocks and Ports: /manual/docs/blocks.html
- Master Library: /manual/docs/equipment-library.html
- Warehouses: /manual/docs/warehouses.html
- Racks and Rack Panels: /manual/docs/racks.html
- Drawing Cables: /manual/docs/cables.html
- Off Sheet Pointers: /manual/docs/off-sheet-pointers.html
- Shapes, Text and Images: /manual/docs/shapes-text-images.html
- Page Setup and Drawing Settings: /manual/docs/page-setup.html
- Printing and Exporting: /manual/docs/print-export.html
- Project Data Grids: /manual/docs/project-data.html
- Signal Types: /manual/docs/signal-types.html
- Drawing Revisions: /manual/docs/revisions.html
- Teams: /manual/docs/teams.html
- Billing and Plans: /manual/docs/billing.html
- Your Account: /manual/docs/account.html
- Themes and Appearance: /manual/docs/appearance.html
- Keyboard Shortcuts: /manual/docs/keyboard-shortcuts.html
- FAQ and Troubleshooting: /manual/docs/faq.html


# Billing and Plans

The Billing page is where you manage your subscription: change your plan, apply a coupon, buy add-ons,
update your card and see your invoices. The **Compare** page sets out what each plan includes.

To open the Billing page, click your avatar (your initials, top right) and choose **Billing**. If you're on
the Free plan, the avatar menu also has **Upgrade**, which takes you straight to the plan list.

> [!NOTE]
> If you're a member of someone else's team, the team owner pays for your account. Your Billing page says
> "Your account is owned by someone else that handles the billing". On the Projects Dashboard, the avatar
> menu doesn't show **Billing** at all.

<!-- Screenshots on this page must be captured with a demo account on Stripe test data (test card, fake name and address). Never capture a real customer's billing page. -->

## Your subscription

The top of the page shows your role if you have a team role, then your **Subscription ID** and a table with
one row per item you pay for:

| Column | Shows |
|---|---|
| **Qty** | How many of the item you have. For add-ons, this is a box you can edit. |
| **Item** | The plan or add-on name. |
| **Properties** | For the plan, its limits (for example **MaxDrawings/Project**). |
| **Cost** | Price per item. |
| **Ext** | Quantity times cost. |

Below the rows are **Subtotal**, **Discount** (with your coupon's name, or **None**), **Tax** and the
**Total** for each billing period.

{{< screenshot name="billing-subscription" alt="The Billing page subscription table for a demo Team plan with one add-on" >}}

Under the table are two buttons:

- **Change Plan or Apply a Coupon**: see [Change your plan or apply a coupon](#change-your-plan-or-apply-a-coupon).
- **Cancel Subscription**: see [Cancel your subscription](#cancel-your-subscription).

If your subscription has ended, you'll see the date it expired and a **Re-Activate Subscription** button
instead. Re-activating puts you back on the Free plan. You can then choose a paid plan again.

<!-- VERIFY: ReActivateSubscription creates a new Stripe subscription on the "free" plan. Confirm that is the intended re-activation behavior and when a user actually sees this state. -->

## Free trial

While a trial is running, the Billing page shows **Free Trial Until** and the end date. If you haven't saved
a card yet, it also shows **Add your payment details**. Add-ons are turned off until the trial ends.

The Team plan comes with a 10-day trial. The Lite and Individual plans don't have a trial because you can
use the Free plan instead. You only get one trial per account: switching to a plan with a trial again ends
that trial straight away, and you need a saved card or a coupon.

<!-- VERIFY: what happens at the end of a Team trial when no card has been entered? The comparison page says a failed payment switches the account to Free; confirm the same applies to an expired trial. -->

## Change your plan or apply a coupon

1. Click **Change Plan or Apply a Coupon**.
2. Open the tab for the kind of plan you want: **Individual Plans**, **Team Plans** or **Enterprise Plans**.
   Each plan row shows its description, limits (**Plan Properties**), cost and **Billing Period**. The tab
   for your current plan opens first, with your plan selected.
3. Select the plan you want.
4. If you have a coupon, enter it in **Coupon**.
5. Click **Submit**.

When the change goes through, you see "Your subscription plan has been updated". Up- and downgrades are
prorated against what you've already paid. For help choosing a plan, click **Compare Products** at the
bottom of the page.

{{< screenshot name="billing-change-plan" alt="The Change subscription plan page on the Team Plans tab" >}}

Before you change your plan, keep in mind:

- **You need a saved card first.** If there's no card on your account, Simple Wires opens the add-card page
  with "Please enter your card data first". The exceptions are the Free plan, a plan you can still trial,
  and a valid coupon. To use a coupon without a card, click **I have a coupon** on the add-card page.
- **Coupons only work with a plan change.** A coupon entered without selecting a different plan fails.
  Coupon codes are case-sensitive. An unknown code says "That coupon was not found!", and an expired one
  says "That coupon has expired!".
- **Changing plans removes add-ons.** Buy the add-ons you need again after the change.
- **Moving to a Team plan** makes you the team owner and creates a team called "My Team". See
  [Teams]({{< relref "teams" >}}).
- **Moving from a Team plan to an Individual plan** needs all your teams and team members removed first.
  Simple Wires opens **Remove Team and Team Members**. Type your account email in the confirmation box and
  click **Remove All Teams and Team Members**. This deletes your team members' accounts and your teams,
  and can't be undone. Then choose your new plan again.
- **Moving to a lower plan** limits you to that plan's project and drawing counts.

Enterprise plans are set up by the sales team. The **Enterprise Plans** tab lists how to contact them.

## Add-ons

Add-ons raise a single limit on a paid plan without changing the plan: more active projects, more drawings
per project, or, on the Team plan, more users, viewers, teams or managers. The Free plan has no add-ons.

The **Subscription Addons** panel lists the add-ons for your plan and billing period.

1. Enter a **Quantity**. The **Total** updates as you type.
2. Click **Buy Now**.

The add-on appears as a row in your subscription table. If you buy more of an add-on you already have, the
extra quantity is added to it. Charges are prorated to your next billing cycle, and your
[upcoming invoice](#upcoming-invoice) shows them.

To change or remove an add-on, go to its row in the subscription table. Change the quantity (use 0 to remove
it), then click **Update**. You can't go below what you're using. For example, to reduce a viewers add-on,
first remove the extra viewers from your team. Simple Wires tells you what to remove.

> [!WARNING]
> Lowering an add-on can mean deleting or archiving projects, drawings or team members first. Deleted data
> can't be recovered.

{{< screenshot name="billing-addons" alt="The Subscription Addons panel with quantity boxes and Buy Now buttons" >}}

## Payment details

**Payment Details** shows your saved card's type, last four digits and expiry date, with a
**Change Credit Card** button. If you haven't saved a card, it shows **Add your payment details**.

To add or change a card:

1. Click **Add your payment details** or **Change Credit Card**.
2. Under **Personal details**, enter the name on the card and the billing address.
3. Under **Credit card details**, enter the card number, **Expiration Date** and CVC.
4. Click **Save**.

Your card details go straight from your browser to Stripe, the card processor, and never reach Simple Wires
servers. If your last invoice was unpaid, saving a new card also tries to pay it.

## Upcoming invoice

**Upcoming Invoice** shows the next invoice: number, billing **Period**, **Date**, **Subtotal**, **Total**
and **Status**. Click **Details** to see its line items, including any prorated add-on charges. If nothing
is due, the page says **No Upcoming Invoice**.

## Invoices

**Past Invoices** lists every invoice for your subscription, with the same columns and a **PAID** or
**UNPAID** status. Click **Details** to open a printable copy of the invoice.

## Cancel your subscription

Cancelling deletes your account and everything in it, and can't be undone. If you only want to stop paying,
change to the Free plan instead. You keep your account and your first project.

1. Click **Cancel Subscription**. The **Cancel Account and Forget Me** page opens. It has a **Change Plan**
   button if you'd rather move to the Free plan.
2. Follow the confirmation steps. You confirm by email, then submit a final confirmation.

The full process, including what's deleted and what's kept, is in
[Your personal data]({{< relref "account#your-personal-data" >}}).

> [!WARNING]
> Cancelling deletes all your projects and drawings. There's no refund for any unused time.

<!-- VERIFY: Cancel Subscription now links to ClientGDPR/ForgetMe. ForgetMeDoItNow deletes the owner's account, card, subscription and projects but has no code for team member accounts (the older Billing/CancelSubscription page warned that team members are removed). What happens to a Team owner's members? -->


## Billing FAQ

The **Billing FAQ** panel at the top of the Billing page answers common questions. Click **+** to expand it.

- **How do I buy a subscription?** There's no shopping cart. Add your card with **Add your payment
  details**, then choose a plan with **Change Plan or Apply a Coupon**. Enter any coupon on that same page.
- **I have an older plan that costs more. Can I switch to the new pricing?** Yes. You can change plans at any
  time and existing payments are prorated. Older plans had fewer restrictions, so a new plan might not
  cover everything you use now. Older plans are no longer offered, but yours stays active as long as your
  payments are current.
- **Does my "for life" coupon still work on the new plans?** Yes, as long as your account email doesn't
  change.
- **Why can't I select my older plan?** It's no longer offered to new subscribers. Your existing subscription
  stays active as long as your payments are current.

For anything else, contact sales at sales@simplewires.com.

## Plans

The **Compare** page (**Compare** in the Projects Dashboard menu bar) lists what each plan includes. The
figures below come from that page.

| | Free | Lite | Individual | Team |
|---|---|---|---|---|
| Active projects | 1 | 3 | 5 | 25 |
| Drawings per project | 1 | 10 | 20 | 20 |
| Archived projects | 0 | 128 | 255 | 255 |
| Users | 1 | 1 | 1 | 10 |
| Viewers | 0 | 0 | 0 | 20 |
| Trial | None needed | Use the Free plan | Use the Free plan | 10 days |
| Price per month (USD) | Free | $29.99 per user | $60 per user | $240 per plan |
| Price per year (USD) | Free | $323.89 per user | $648 per user | $2592 per plan |

Only active projects count toward the project limit. Archived projects don't.

Differences between the plans:

- **Free:** prints and exports are watermarked. You can't export PDF or DWG, archive projects, use autosave,
  revert to archived drawing saves, use live collaborative drawing, send project sharing invitations, upload
  to the Master Library, or change Config settings. You can accept a project sharing invitation only if it
  doesn't take you past one project. Free accounts that don't sign in for a year are reminded, then removed
  along with their data.
- **Lite, Individual and Team:** everything above, plus add-ons for active projects and drawings per project.
- **Team only:** [team tools]({{< relref "teams" >}}), meaning you invite members, control their access and
  permissions project by project, manage email notifications, and remove members. Team plans can also buy
  add-ons for users, viewers, teams and team managers.

All plans can print, export PNG and SVG, export equipment, cable and bill of materials lists to Excel, use
the Master Library, autonumber cables, and build block diagrams and rack layouts. All plans keep the last 64
saves of every drawing. For export details, see [Printing and Exporting]({{< relref "print-export" >}}).

You can move to a higher or lower plan at any time. If a payment fails, your account moves to the Free plan
automatically. Moving to Free limits you to your first project and the Free plan's other limits.

{{< screenshot name="billing-compare" alt="The Product Level Comparisons table on the Compare page" >}}

<!-- VERIFY: the Compare page is static HTML (Views/Shared/_ComparisonMatrix.cshtml); the Change Plan page reads limits from the SubscriptionPlans table. Confirm the two still agree, and add the Team plan's included team and manager counts, which the Compare page doesn't list. -->