Subscription Management

Manage your RAMSdoc subscription from Settings > Billing. You can upgrade, downgrade, switch between monthly and annual billing, or cancel at any time.

Upgrading your plan

When you upgrade:

1. Go to Settings > Billing > Change Plan.
2. Select the new plan.
3. Click Upgrade.
4. The upgrade takes effect immediately.
5. You are charged a prorated amount for the remainder of your current billing period.
6. Your new credit allowance is available straight away.

[Screenshot: Change plan screen showing current plan and upgrade options]

What happens to your credits

• Your remaining credits from the old plan carry over for the rest of the billing period
• Additional credits from the new plan’s higher allowance are added immediately (prorated)
• Any purchased credit packs are unaffected — they remain until used

What happens to your features

• New plan features are available immediately after upgrading
• For example, upgrading from Pro to Team gives you instant access to the supply chain portal, interface risk detection, and regulatory monitoring

Downgrading your plan

When you downgrade:

1. Go to Settings > Billing > Change Plan.
2. Select the lower plan.
3. Click Downgrade.
4. The downgrade takes effect at the end of your current billing period.
5. You keep your current plan’s features and credits until then.

What happens to features you lose

• Features not included in the new plan (e.g. supply chain portal on Pro) become read-only at the end of the billing period
• Existing data is not deleted — contractor submissions, interface risk records, and regulatory monitoring history are preserved
• If you upgrade again later, you regain access to that data

What happens to your credits

• Your credit allowance is reduced to the new plan’s level at the next billing date
• Unused credits from the current period do not carry over (standard monthly reset)
• Purchased credit packs are unaffected

Note

If you have more users than the new plan allows, you will need to deactivate users before the downgrade takes effect. RAMSdoc will notify you if this is the case.

Monthly vs annual billing

Switch between monthly and annual billing at any time:

1. Go to Settings > Billing > Billing Period.
2. Select Monthly or Annual.
3. Annual billing typically offers a discount compared to 12 months of monthly payments.

When switching from monthly to annual:

• You are charged the annual price immediately
• A credit is applied for any unused portion of your current monthly period

When switching from annual to monthly:

• The change takes effect at the end of your current annual period
• No refund is given for the remaining annual period

Cancelling your subscription

To cancel:

1. Go to Settings > Billing.
2. Click Cancel Subscription.
3. Select a reason for cancelling (optional but helpful for us).
4. Click Confirm Cancellation.

What happens when you cancel

• Your plan continues until the end of the current billing period (you have already paid for this time)
• After that, your account moves to the Free plan
• You retain access to all your documents, projects, and data
• Features above the Free plan become read-only
• Your AI credit allowance drops to 10 per month

Grace period

After cancellation takes effect:

• Your data is retained indefinitely on the Free plan — nothing is deleted
• You can reactivate any paid plan at any time from Settings > Billing
• All your documents, projects, and history are restored when you reactivate

Payment methods

RAMSdoc accepts:

• Credit and debit cards (Visa, Mastercard, American Express)
• Direct debit (available on annual plans)

Manage your payment methods in Settings > Billing > Payment Methods.

Invoices

View and download invoices:

1. Go to Settings > Billing > Invoices.
2. Each invoice shows the date, amount, plan, and any credit pack purchases.
3. Click Download to get a PDF invoice.

Invoices are sent to the billing email configured in your organisation settings. To change the billing email, go to Settings > Organisation > Billing Email.

Need help?

If you have questions about billing or need to make changes that are not available in the self-service settings (e.g. custom Enterprise pricing, purchase orders, or VAT exemption), contact our support team.