Billing & Subscription

Manage your PrepStation subscription, payment methods, and billing information.

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Accessing Billing

1. Click your avatar in the top-right corner
2. Select Billing from the dropdown

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Your Subscription

Viewing Your Plan

The billing page shows:

Information	Description
Current Plan	Your active subscription (Kitchen, Catering, Operations)
Billing Cycle	Monthly or Annual
Next Billing Date	When you'll be charged next
Amount	Your subscription cost

Plan Features

Plan	Features
Kitchen	Recipes, Ingredients, Recipe Player, Recipe Books, Public Sharing, Allergens, Tasks, Reports, Multiple Locations, Menus, Meal Plans, Nutrition & Labels, Production Schedules, Team Chat
Catering	Everything in Kitchen plus Customers, Sales Orders & Payments, Online Storefront, Group Ordering, Delivery, House Accounts, Modifiers, Packing Labels, AI Assistant, Imports
Operations	Everything in Catering plus Vendors, Inventory, Purchase Orders, Invoices & OCR, Commissary Transfers, CRM, Attendance, Traceability, Rentals, Recurring Group Orders, API Access, External Sync

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Changing Plans

Upgrading

Upgrades take effect immediately:

1. Go to Billing
2. Click Change Plan
3. Select your new plan
4. Confirm the change
5. You're upgraded instantly

Billing adjustment:

• Pro-rated credit for unused time on your old plan
• Charged the difference for the new plan

Downgrading

Downgrades take effect at the end of your billing period:

1. Go to Billing
2. Click Change Plan
3. Select the lower plan
4. Confirm the change

What happens:

• You keep your current plan until the billing period ends
• Downgrade activates on the next billing date
• Features not included in the new plan become unavailable

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Payment Methods

Viewing Payment Methods

Your current payment method appears in the billing section.

Updating Payment Method

1. Go to Billing
2. Click Manage Payment Method
3. You'll be redirected to the secure payment portal
4. Update your card details
5. Return to PrepStation

Payment processing is handled securely by Stripe.

Failed Payments

If a payment fails:

1. You'll receive an email notification
2. Update your payment method
3. The system will retry the charge

After multiple failures, your subscription may be canceled and access to features paused until you update your payment method.

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Billing Information

Billing Email

Invoices are sent to your billing email:

1. Go to Billing
2. Update the Billing Email field
3. Click Save

This can be different from your login email.

Additional Billing Info

Add information to appear on invoices (company name, tax ID, address):

1. Go to Billing
2. Enter your Additional Billing Information
3. Click Save

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Invoices & Receipts

Viewing Invoices

1. Go to Billing
2. Scroll to Billing History or Invoices
3. Click any invoice to view or download

Invoice Contents

Each invoice includes:

• Invoice date and number
• Plan and billing period
• Amount charged
• Payment method used
• Your billing information

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Canceling Your Subscription

How to Cancel

1. Go to Billing
2. Click Cancel Subscription
3. Confirm cancellation

What Happens When You Cancel

Timing	Effect
Immediately	Metered or unpaid subscriptions end now
End of period	Paid subscriptions continue until the billing period ends

After cancellation:

• Access to features is paused until you resubscribe
• Your data is preserved (recipes, ingredients remain) and comes right back when you resubscribe

Reactivating

To resubscribe after canceling:

1. Go to Billing
2. Select a plan
3. Complete payment

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Trial Period

New paid subscriptions (Kitchen, Catering, Operations) include a trial period:

Trial Length	14 days
During trial	Full access to the plan's features
Payment	Not charged until trial ends
Cancel anytime	Cancel before trial ends, no charge

Trial Expiration

When your trial ends:

• You'll be charged for your selected plan
• Or, if there's no payment method on file, access is paused until you subscribe

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Common Questions

Q: When am I charged?
A: At the start of each billing period (monthly or annually), and when upgrading.

Q: Can I get a refund?
A: Contact support for refund requests. Refunds are handled on a case-by-case basis.

Q: What happens to my data if I downgrade?
A: Your data is preserved. You just can't access Pro features until you upgrade again.

Q: Can I switch between monthly and annual billing?
A: Yes. Change your plan to switch billing cycles.

Q: Is my payment information secure?
A: Yes. Payment processing is handled by Stripe. We never see or store your full card details.

Q: How do I update my billing address?
A: Add it in the Additional Billing Information section.

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Need Help?

For billing questions or issues:

• Check your spam folder for billing emails
• Ensure your payment method is up to date
• Contact support for assistance

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Next Steps

• Profile & Password — Manage your profile
• Team Management — Manage team members