# Billing & subscription

> Subscribe, upgrade, schedule a downgrade, cancel, resume and download invoices.

Source: https://sofra.tablixai.com/docs/subscription-billing

Section: Back office

Your Sofra subscription is per restaurant. Subscription payments are processed by **Paddle**. Manage it from **Management → Billing** inside the restaurant, or from the **Subscription** and **Billing** tabs of the restaurant in the owner portal. Both use the same controls.

_Screenshot: The Billing page with plans, usage and the monthly/annual switch._

## Subscribe to a plan

1. **Open Billing.** You see your current plan, your usage against limits and the plan cards.
2. **Pick a cycle.** Switch between **Monthly** and **Annual** (annual is 10 months’ price for 12).
3. **Choose a plan.** Select Basic, Pro or Pro Plus. A secure Paddle checkout opens.
4. **Pay.** On success the plan activates immediately; Sofra is told by a signed webhook from Paddle.

## Upgrading

Choose a higher plan. Sofra shows a **preview** of the prorated charge and then applies the upgrade **immediately**. Your billing cycle stays the same.

## Downgrading

- A downgrade is **scheduled for the end of the current period**; you keep the higher plan until then.
- It is blocked while your usage exceeds the lower plan’s limits. Sofra tells you which limits (for example “reduce staff and tables”).
- You can **keep your subscription** to cancel the scheduled change before it takes effect.

## Cancelling and resuming

- **Cancel at period end** keeps access until the end of the period you have paid for, with no refund.
- **Resume subscription** removes a scheduled cancellation.
- When a paid subscription ends, the restaurant returns to Free limits. Data is never deleted.

> **Owner only:** Changing plan, cancelling and resuming are limited to the owner. Staff with `billing:read` can view the subscription, usage and invoices.

## Payment method and invoices

- Open the **Paddle customer portal** to update your payment method.
- The **invoice history** lists your paid and billed transactions. Download any invoice as a PDF.
- Your first payment on a paid plan is refundable within 14 days. Prices exclude VAT, GST or sales tax, which is added at checkout where required.

## Subscription states

| State | Effect |
|---|---|
| Active / trialing | Everything on your plan works. |
| Past due | Payment failed. Gated features pause with a “subscription inactive” message until it is resolved. |
| Cancelled | The subscription has ended; the restaurant is limited to Free. |