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Managing Subscription

Upgrade, downgrade, and manage your subscription.

Accessing Settings

  1. Click Account in sidebar
  2. Click "Manage Subscription" to open customer portal
  3. View plan, billing, and payment methods
  1. Open Functional AI app in Shopify admin
  2. Go to Account section
  3. Manage via Shopify billing system

Current Plan

Account page shows: Tier name, billing cycle, renewal date, usage vs. limits

Subscription statuses:

  • Active: Paid and current
  • Inactive: No subscription (Basic tier)
  • Cancelled: Won't renew (active until end)
  • Past Due: Payment failed (LemonSqueezy)
  • Trial: Free trial period (Shopify Medium: 5 days)

Upgrading

When to upgrade: Hitting limits, need more resources, want premium support

How to upgrade:

  1. Account > "Upgrade"
  2. Select tier
  3. Review prorated pricing
  4. Confirm (charged immediately)
  5. New limits active instantly

Prorated billing: Pay only for remaining days at new rate

Example: Upgrade Medium → Pro on day 15/30: Pay ($100-$25) × 15/30 = $37.50

  1. App > Account > "Upgrade"
  2. Select tier
  3. Approve charge
  4. New limits active after approval

Billing: Per Shopify app billing policies

Benefits: New limits immediately active, messages resume if at limit

Downgrading

When: Usage consistently below tier, cost reduction needed

How:

  1. Account > Select lower tier
  2. Review reduced limits
  3. Confirm
  4. Takes effect at next billing cycle (not immediately)

Before downgrading

Ensure you're within new limits: Delete extra assistants, stores, files, or functions.

Canceling Subscription

  1. Account > Subscription > "Cancel"
  2. Confirm cancellation
  3. Access continues until cycle end
  4. Reverts to Basic tier (data retained)

Reactivating: Account > "Resubscribe"

Payment Methods

Update payment: Account > "Manage Subscription" > Payment Methods

Accepted: Credit/debit cards (Visa, Mastercard, Amex)

Portal features: View invoices, download receipts, update billing info, cancel

Payment: Managed through Shopify, charged to Shopify account

How it works: App charges added to Shopify bill, paid per Shopify schedule

View charges: Shopify Admin > Billing

Billing History

View: Account > "Manage Subscription" > Billing History

Includes: Monthly charges, top-ups, prorated charges, refunds (PDF downloads available)

View: Shopify Admin > Settings > Billing

Includes: App subscription charges, usage charges (merged with Shopify bill)

In-app transaction history:

Account > Transaction History (shows top-ups, subscriptions, overflow usage)

Common Issues

Failed Payment

  • Email notification sent, status shows "Past Due"
  • Automatic retries with grace period
  • Update payment in customer portal
  • Service suspended if all retries fail
  • Shopify notifies of declined charge
  • Update payment in Shopify settings
  • Shopify retries per their policies

Refunds

Refundable: Unused top-up balance, duplicate charges, technical issues

Not refundable: Subscription fees (you keep access), used overflow, expired subscriptions

Contact support with order/charge ID

Provider Comparison

Feature LemonSqueezy Shopify
Who It's For Direct signups Shopify app users
Payment Credit/debit card Shopify account
Management Customer portal Shopify admin
Prorated Yes (to the day) Per Shopify policies
Invoices Separate Merged with Shopify
Trials Configurable Medium: 5 days

Provider is determined by signup method

Cannot switch between LemonSqueezy and Shopify for same account.

Best Practices

Monthly:

  • Check usage and tier fit
  • Monitor overflow costs
  • Evaluate upgrade/downgrade

Payment maintenance:

  • Update expiring cards
  • Monitor for payment issues
  • Enable notifications

Growth planning:

  • Upgrade proactively at 80% usage
  • Use overflow as temporary buffer
  • Account for seasonal variations

Cost optimization:

  • Downgrade if using <50% consistently
  • Calculate overflow vs. upgrade costs
  • Optimize prompts and knowledge bases

Troubleshooting

Can't upgrade

  1. Verify payment method valid
  2. Check for expired/declined card
  3. Try different browser/clear cache
  4. Contact support

Upgrade not reflected

  1. Hard refresh (Ctrl+Shift+R)
  2. Wait 2-3 minutes for sync
  3. Check provider portal for payment
  4. Contact support with payment confirmation

Wrong tier shown

  • Wait 5-10 minutes (webhook delay)
  • Refresh and log out/in
  • Contact support if persists >30 min

Charged but no subscription

  1. Check provider portal and email
  2. Wait 10-15 minutes for sync
  3. Screenshot payment confirmation
  4. Contact support with transaction ID

Next Steps