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Use Settings > Billing to review your subscription and credit activity. Owners and admins can make billing changes. Other members can review the usage information available to them.

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Use the billing tabs

  • Overview shows the current plan, credit balance, billing dates, and Watchlist access.
  • Credit Usage shows the credit ledger for the current billing window.
  • Payment Methods manages saved payment methods.
  • Billing History shows invoices and payment history.
  • Manage Subscription handles plan and billing interval changes and provides cancellation controls when available.
Use the plan and checkout screens in your workspace for current pricing and included credits.

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Understand the Standard Pro Trial

New workspaces can start a card-required seven-day Standard Pro Trial after the onboarding lead preview. The trial includes the Agent allowance and product access shown in the app. There is no permanent free plan. If a trial or paid subscription ends, traxy keeps the workspace data needed for reactivation.

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Understand credit windows

Included credits reset monthly on the workspace billing anniversary in UTC. Overview shows the current window and next reset. traxy enforces the available balance before new credit-funded work starts. It does not create unpaid overage debt. When no credits remain:
  • new manual post qualification cannot reserve credits
  • scheduled qualification pauses
  • new enrichment cannot start
  • Agent work that requires credits cannot start
  • existing saved leads and workspace data remain available

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Understand credit charges

Most credits settle only after traxy saves a successful result.
  • Qualification uses 1 credit for each unique billable profile in the current billing window.
  • Email enrichment uses 3 credits when a new email is found and saved.
  • Phone enrichment uses 5 credits when a new phone number is found and saved.
Agent is the exception. After the Standard Pro Trial allowance, Agent uses credits for each unique profile it scans in the billing window, even if the profile does not become a qualified lead. traxy deduplicates the same person within the relevant billing window. Review Credit Usage for the final ledger.

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Review credit usage

Open Credit Usage to:
  • review qualification, Agent, and enrichment charges
  • search by the available lead, person, or post details
  • filter by activity, credit type, and date
  • compare activity within the current billing window

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Manage your subscription

Use Manage Subscription to review the plan actions available to your workspace. Depending on the current subscription, you can:
  • change plan
  • change billing interval
  • open Stripe’s billing portal
  • cancel the subscription
  • review a scheduled change

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Cancel a subscription

  1. Open Settings > Billing.
  2. Select Manage Subscription.
  3. Find the cancellation panel.
  4. Click Cancel Plan.
  5. Complete the cancellation in Stripe.
  6. Review the effective date before you confirm.
The billing status may take a moment to refresh after you return to traxy. If Cancel Plan is not available, ask a workspace owner or admin to review the subscription or contact support.

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Watchlist and members

Watchlist profiles and workspace members are unlimited. Qualification still follows the workspace credit balance. A plan can still apply separate limits to other resources, such as competitor companies. The app shows those limits where they apply.
Use the billing screen in your workspace as the source of truth for your plan, included credits, renewal date, and available subscription actions.