STRATAFOLIO makes it easy to manage your subscription and billing information. Below, you’ll find instructions for updating payment details, increasing units, and what to do if you need to change or cancel your plan.
Change Your Subscription Plan
Increase Units (Self-Service)
You can increase the number of units in your STRATAFOLIO subscription directly from your account. A valid payment method must be on file for this change.
If you do not have a payment method on file (or the account has expired), the system will temporarily lock you out of your account when you try to upgrade. In this case, you’ll see a prompt to add a payment method and pay the invoice before regaining access.
Decrease Units, Upgrade, or Downgrade Subscription Type
To make any other changes to your subscription plan (such as reducing the number of units or switching between plan types), please submit a ticket or contact our team.
We apply contract reductions at the time of renewal. If the reduction of your subscription is due to a sale, please make sure to follow the process for selling an asset. That data will always be available to you as long as you have a subscription.
Update Billing Details and Invoices
Stripe generates and sends all invoices. When you receive your invoice by email, it includes a link where you can:
- Update your payment method (account number and expiration).
- Review your billing information.
- Pay outstanding invoices securely.
👉 Tip: Keeping your billing details up to date helps prevent any interruptions in your STRATAFOLIO service.
Cancel Your Subscription
We’re sorry to see you go. If you need to cancel your subscription, you must submit a ticket and provide notice of cancellation. We renew contracts annually and require 30 days’ notice before renewal for cancellation.
Once we receive your request and confirm it falls within the cancellation period, our team will share the cancellation details with you.
Need Help?
If you have any questions or run into issues with your subscription or billing, follow the ticketing process, and our team will be in touch.
