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Subscriptions, Payment Methods, and Billing

Learn how to access your billing information and manage your CortexaNote subscription.

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Written by Tommy Zheng

How do I access my billing information?

Manage subscriptions, payment methods, and billing settings from the web. Billing settings are currently not available in the mobile app.

To access your billing information:

  1. Log in to the CortexaNote website.

  2. Navigate to Settings > Billing.

Billing is managed by the workspace. If you are not an admin of the workspace, you will not be able to view or change billing information. Each seat in the workspace is billed according to your workspace’s subscription plan.

Changing your subscription

  1. Navigate to Settings > Billing.

  2. Scroll down to the plan comparison section.

  3. Select the plan that best fits your needs.

  4. Follow the instructions displayed to confirm the change.

If you already have an active subscription, select Manage subscription under Plans & Billing to update or manage your plan.

Cancellations and refunds

Canceling your subscription

To cancel your subscription:

  1. Navigate to Settings > Billing > Manage subscription.

  2. Here, you will find a list of every subscription you have access to, along with your payment methods, billing information, and past invoices.

  3. Find the subscription you would like to cancel, and select Cancel subscription.

  4. Select a reason for cancellation from the dropdown.

  5. Select Continue to cancellation.

  6. Select Cancel subscription.

Requesting a refund

To request a refund, contact CortexaNote Support through our website or email [email protected]. Include the email address associated with your account and a brief description of your request.

Refund eligibility depends on your subscription, billing history, and the circumstances of your request.

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