How to manage billing and your subscription
The Billing Center is where you change plan, see what you have paid, and download invoices.
Requirements
- Available on: All plans
- Roles: Owner only
Billing is Owner-only. Admins, Managers, Employees and Viewers cannot reach it, and never see upgrade prompts.
Where to find it
Settings → Billing.
The four tabs
| Tab | What it holds |
|---|---|
| Overview | Your current subscription and the billing timeline |
| Subscription | Plan selection and upgrade |
| Payment History | Every payment, filterable and paginated, with a detail view |
| Invoices | Provider-hosted invoice downloads |
How to upgrade
- Go to Settings → Billing → Subscription.
- Choose your plan.
- Enter a promo code if you have one — it is validated and previewed before you pay.
- Complete checkout.
Only Orbit and Odyssey can be bought through self-serve checkout. Cosmos is sales-led — contact us. Nova and Nonprofit have no billing.
Access is granted once the payment provider confirms the payment, not at the moment the checkout window closes. If access has not appeared after a minute, refresh.
Which payment provider you get
The provider is resolved from your billing country. You do not choose it.
| Billing country | Provider | Experience |
|---|---|---|
| India | Razorpay | In-page modal |
| Everywhere else | Dodo Payments | Hosted redirect |
Prices are canonical in USD. Indian customers are shown INR at the configured rate.
How to downgrade
Change plan from the Subscription tab.
A downgrade never destroys data. No custom fields are deleted, no API keys are revoked, no webhooks are deactivated, no configuration is cancelled, and no assets, documents, or history are touched.
Premium functionality simply stops answering while the capability is absent, and resumes on upgrade with nothing to reconfigure.
How to cancel
Cancel from the Subscription tab.
Cancellation takes effect at the end of your billing period, not immediately. You keep access until then.
Reactivation reverses a cancellation any time before that date.
Payment history and invoices
Everything on these pages is rendered from UniAsset's own records, so they load fast and stay consistent regardless of which provider handled the payment.
Invoice PDFs are the provider-hosted documents — UniAsset links to them rather than regenerating them.
If something looks out of date, use Sync to reconcile against the provider.
Failed payments
You can retry a failed payment from the Billing Center.
If a subscription lapses, creation is blocked — new assets, invited users, uploaded files — while all existing data stays fully readable. Losing access to your own records because a card expired would be the wrong failure mode.
Common mistakes
Waiting for a trial to end. There is no trial. Nova is free forever with unlimited assets.
Assuming cancelling deletes your data. It does not. Cancelling ends the subscription; your organization and its records remain.
Applying a promo code after checkout. Codes are validated and previewed before payment.
Troubleshooting
I can't find Billing. It is Owner-only. Ask your organization's Owner.
I paid but the plan hasn't changed. Access is granted when the provider confirms the payment. Give it a moment and refresh. If it persists, use Sync on the Billing Center.
My promo code was accepted but I was charged full price. Contact support with the code — a promotion needs to be configured on the provider side as well as in UniAsset for the charge itself to be reduced.
I can't select Cosmos at checkout. Cosmos is sales-led and not purchasable self-serve.
I'm on Nova and there's nothing to manage. Nova has no billing. The Subscription tab is where you would upgrade.
Invoice download opens an external page. That is expected — invoices are the provider-hosted documents.
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