Billing is handled by Stripe. Summand surfaces the customer portal directly so you can manage payment methods, see invoices, and update billing details without leaving the product.Documentation Index
Fetch the complete documentation index at: https://docs.summand.com/llms.txt
Use this file to discover all available pages before exploring further.
Where to find it
Settings → Billing. The page shows your current plan, next invoice date, payment method, and a Manage billing button that opens the Stripe customer portal. For Enterprise customers, billing is invoiced — there’s no card on file. Invoices arrive via email and the contact set on the contract; the in-product page shows status and historical invoices.Plan changes
| Change | How |
|---|---|
| Free → Pro | Click Upgrade in Settings → Billing, add a payment method, confirm. Upgrade is immediate. |
| Pro → Enterprise | Contact sales@summand.com. |
| Enterprise → Pro | Contact your account manager. Downgrades happen at contract renewal. |
| Pro → Free | Click Cancel subscription in the Stripe portal. Service continues to the end of the billing period, then drops to Free. |
| Pause / resume | Available on Pro via the Stripe portal. Useful for short breaks (≤3 months). |
.edu email — request it from support@summand.com and we verify and apply the upgrade. Renewed annually via re-verification.
Invoices
Pro and Free tiers — invoices are generated monthly by Stripe and delivered to the email on file. Available for download as PDF from the Stripe portal at any time. Enterprise — invoices follow your contract’s cadence (monthly, quarterly, annual). Custom payment terms (net-30, net-60) are supported.Payment methods
Pro: any major credit or debit card. ACH (USD only) for accounts with Stripe Treasury enabled. Add or change in the Stripe portal. Enterprise: ACH, wire, and check accepted. International wire works but adds a $30 fee per transaction. Set up via your account manager.Billing email vs. account email
Your billing email is separate from your sign-in email — useful when invoices need to go to a different address (e.g. accounts payable, not your direct address). Configure in the Stripe portal.Tax
Tax is calculated automatically based on the billing address:- US — Stripe Tax handles state and local sales tax.
- EU — VAT charged based on your address; reverse-charge applies if you provide a valid VAT ID.
- Other countries — most major jurisdictions supported via Stripe Tax. See stripe.com/tax for the full list.
Promo codes and credits
If you’ve been issued a promo code (signup bonus, conference giveaway, partner discount), redeem from Settings → Billing → Apply promo. Credits stack with paid plans — you’ll see them applied as a discount on the next invoice. Each promo can be claimed once per account.Refunds
Refunds are handled case-by-case via billing@summand.com. Enterprise contracts are governed by the contract’s termination clause.Failed payments
If a payment fails (expired card, insufficient funds, fraud block):- Stripe retries automatically over 21 days.
- You receive email notifications at each retry.
- After 21 days of failed retries, the account drops to Free until payment is restored.