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Reportr makes it easy to change your plan as your agency grows. Upgrade for more capacity, downgrade to save costs, or cancel when needed - all with transparent pricing and no hidden fees.

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Upgrading Your Plan

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When to Upgrade

Consider upgrading when you:
  • Reach 80% of your client limit
  • Consistently hit your monthly report limit
  • Need white-label branding features
  • Want to onboard more clients
  • Require higher priority support
Reportr displays upgrade prompts when you approach plan limits, making it easy to scale at the right time.

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Upgrade Process

1

Navigate to Billing

Go to Settings → Subscription in your dashboard
2

Select New Plan

Click Upgrade and choose your desired plan tier
3

Review Changes

See immediate limit increases and new features
4

Complete Payment

Redirected to PayPal for subscription creation
5

Instant Activation

New limits apply immediately upon payment confirmation

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What Happens on Upgrade

Immediate effect:
  • New client limit active instantly
  • Increased report quota available immediately
  • White-label features unlock (if applicable)
  • Advanced branding options enabled
Example: Upgrade from Starter (5 clients, 25 reports) to Professional (15 clients, 75 reports)
  • Can add 10 more clients right away
  • Remaining reports in current cycle: (75 - reports_used) instead of (25 - reports_used)
Your billing cycle does NOT reset on upgrade:
  • Cycle start date remains unchanged
  • Cycle end date stays the same
  • Report count continues from where you left off
  • Only the limit changes, not the counting window
Example:
  • Current cycle: March 1 - March 31
  • Used 18 reports on Starter (25 limit)
  • Upgrade to Professional (75 limit) on March 15
  • Cycle still ends March 31
  • You now have 57 reports remaining (75 - 18) until March 31
Prorated billing:
  • PayPal handles proration automatically
  • You’re charged for remaining days in current period
  • Next billing date may adjust to new subscription start
No duplicate charges:
  • System prevents creating duplicate subscriptions
  • Must cancel existing subscription before switching
  • API enforced in src/app/api/payments/create-subscription/route.ts:38

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Downgrading Your Plan

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When to Downgrade

Downgrade if you:
  • Have fewer clients than before
  • Generate reports less frequently
  • Want to reduce costs
  • No longer need advanced features
Ensure your current usage fits within the lower plan’s limits before downgrading. If you have 10 clients and downgrade to Starter (5 clients), you’ll need to remove 5 clients first.

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Downgrade Process

1

Check Current Usage

Verify clients and reports usage on dashboard
2

Reduce Usage if Needed

Delete excess clients to fit new plan limits
3

Cancel Current Subscription

Go to Settings → Subscription → Cancel Subscription
4

Wait for Cycle End

Current plan remains active until billing period ends
5

Subscribe to New Plan

After cycle ends, subscribe to desired lower tier

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Downgrade Behavior

Access until end of period:
  • Your paid plan continues until subscriptionEndDate
  • All features remain available
  • Report limits don’t change mid-cycle
  • White-label stays active (if was enabled)
After subscription ends:
  • Plan automatically reverts to FREE
  • Client limit enforced (must have ≤ 1 client for FREE)
  • Report limit drops to 5/month
  • White-label features disabled
Example Timeline: 
March 1: Professional plan active (15 clients, 75 reports)
March 15: Cancel subscription
March 15-31: Professional features still available
March 31: Subscription ends, drops to FREE plan
April 1: Must comply with FREE limits (1 client, 5 reports)

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Canceling Your Subscription

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Cancellation Process

Reportr offers straightforward cancellation:
  1. Navigate to subscription settings
  2. Click “Cancel Subscription” button
  3. Confirm cancellation
  4. Receive confirmation message
API endpoint: POST /api/payments/cancel-subscription

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What Happens on Cancellation

  • Subscription marked as cancelled in database
  • cancelledAt timestamp recorded
  • subscriptionEndDate set to end of current billing period
  • PayPal subscription cancelled (no future charges)
Database updates:
{
  subscriptionStatus: "cancelled",
  cancelledAt: new Date(),
  subscriptionEndDate: billingCycleEnd
}
You keep access until subscription period ends:
  • All paid features remain active
  • Current plan limits still apply
  • Billing cycle continues as normal
  • White-label features stay enabled
Example:
  • Cancel on March 15
  • Billing cycle ends March 31
  • Keep Professional features until March 31 11:59 PM
  • Drop to FREE plan on April 1
Automatic downgrade to FREE:
  • Plan changes to FREE tier
  • Client limit reduced to 1
  • Report limit drops to 5/month
  • White-label disabled
  • Must delete excess clients to continue using Reportr
Data retention:
  • All historical reports preserved
  • Client data remains in database
  • Google API connections maintained
  • Can reactivate subscription anytime

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Reactivating After Cancellation

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Reactivation Process

To reactivate your subscription:
1

Log In to Dashboard

Access your Reportr account
2

Navigate to Subscription

Go to Settings → Subscription
3

Choose Plan

Select the plan tier you want
4

Complete Payment

Subscribe through PayPal
5

Instant Activation

New plan and limits active immediately
What’s preserved:
  • All historical data (clients, reports)
  • Google API connections
  • Account settings and preferences
  • Custom branding configurations
What resets:
  • New billing cycle starts immediately
  • Report counter starts at 0
  • New 30-day rolling window begins

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Subscription Management Best Practices

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Plan Selection

Monitor Usage

Check dashboard regularly to track client and report consumption

Plan Ahead

Upgrade before hitting limits to avoid workflow disruptions

Seasonal Adjust

Scale plan up during busy seasons, down during slow periods

Test Features

Use trial to test white-label and advanced features before committing

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Cost Optimization

  • Start Small: Begin with Starter, upgrade as client base grows
  • Annual Planning: Estimate yearly client and report needs
  • Feature Usage: Pay for white-label only if clients require it
  • Downgrade Off-Season: Reduce plan during predictably slow periods

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Avoiding Disruptions

Before downgrading, ensure:
  • Current client count ≤ new plan’s client limit
  • Monthly report usage fits new limit
  • No critical reports due before cycle resets
  • Team is aware of reduced capacity

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Technical Implementation

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Subscription API Endpoints

Create Subscription: 
POST /api/payments/create-subscription
Body: { planId: string, plan: Plan }
Response: { subscriptionId: string, approvalUrl: string }
Cancel Subscription: 
POST /api/payments/cancel-subscription
Response: { success: boolean, message: string }
Activate Subscription: 
POST /api/payments/activate-subscription
Body: { subscriptionId: string }
Response: { success: boolean }

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Subscription Service

Core logic in src/lib/services/subscription-service.ts:
  • cancelUserSubscription() - Handle cancellation flow
  • activateSubscription() - Process PayPal confirmations
  • updateUserPlan() - Apply plan changes
  • validateSubscriptionAccess() - Check subscription status

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Database Schema

Subscription tracking fields in User model: 
model User {
  plan                 Plan      @default(FREE)
  subscriptionStatus   String    @default("free")
  paypalSubscriptionId String?   @unique
  cancelledAt          DateTime?
  subscriptionEndDate  DateTime?
  billingCycleStart    DateTime  @default(now())
  billingCycleEnd      DateTime?
}

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PayPal Integration

Reportr uses PayPal for subscription management:
  • Subscription Creation: PayPal hosted checkout
  • Recurring Billing: Automatic monthly charges
  • Cancellation: Immediate in PayPal, access until period end
  • Webhook: Real-time subscription status updates
PayPal client: src/lib/services/paypal-client.ts

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Common Questions

Yes! Upgrades take effect immediately. PayPal handles prorated charges automatically, and your billing cycle continues without resetting.
No. Your report usage carries over, and you immediately get access to the new higher limit. For example, if you used 18/25 reports on Starter and upgrade to Professional (75 limit), you have 57 reports remaining in the current cycle.
If you downgrade with more clients or reports than the new plan allows, you must reduce your usage before the downgrade takes effect. The system prevents adding new clients or generating reports if you exceed limits.
Cancellations follow PayPal’s refund policy. You retain access until the end of your paid period, so effectively you’re using what you’ve paid for. Contact support for special circumstances.
The system automatically prevents duplicate subscriptions. If you try to create a new subscription while one is active, you’ll receive an error message requiring you to cancel the existing subscription first.

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Need Help?

Subscription Guide

Complete guide to managing subscriptions

Plan Limits

Detailed breakdown of all plan limits

Billing Cycles

How usage tracking and resets work

Support

Contact support for subscription assistance

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