Skip to main content
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.

​
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

Education tier ($0/mo equivalent of Pro) is granted to users with a verified .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.
Add or update your tax ID in the Stripe portal under Tax IDs.

​
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):
  1. Stripe retries automatically over 21 days.
  2. You receive email notifications at each retry.
  3. After 21 days of failed retries, the account drops to Free until payment is restored.
Datasets and analysis history are preserved during the failed-payment window and the subsequent Free downgrade — no data loss. Restoring payment immediately restores the previous tier’s features.