Skip to main content
Rivet
Features
Pricing
Support
About
Join Waitlist
RIVET Support

Documentation & Help Center

Contact
Support Home

Quick Links

FAQGlossary

Documentation

Subscription PlansManaging Your Subscription
Support Home
Billing & Plans
Managing Your Subscription
Billing & Plans

Managing Your Subscription

Upgrade, downgrade, or cancel your RIVET subscription

4 minLast updated: 2025-01-15
manageupgradedowngradecancelbilling portalinvoice

Manage your RIVET subscription from the Settings area. You can upgrade, downgrade, update payment methods, and view invoices all in one place.

Accessing Billing Settings

1
Open Settings

Click Settings in the sidebar

2
Select Billing

Click the Billing tab

3
View Details

View your current plan and billing details

Owner Access Required

Only firm Owners can access billing settings and make subscription changes.

Viewing Your Current Plan

The billing page shows:

  • -Your current plan (Starter, Pro, or Scale)
  • -Billing cycle (monthly or annual)
  • -Next billing date
  • -Amount due
  • -Payment method on file

Upgrading Your Plan

To upgrade to a higher tier:

1
Go to Settings

Navigate to Settings, then Billing

2
Change Plan

Click Change Plan

3
Select New Plan

Choose your new plan from the available options

4
Review Pricing

Review the pricing change before confirming

5
Confirm Upgrade

Click Confirm Upgrade to complete

How Upgrades Work

Immediate Access

New features are available immediately after upgrading.

Pro-rated Credit

Unused time on your current plan is credited to your account.

New Billing

New billing amount starts immediately.

Instant Access

New features are available immediately after upgrading. No waiting or logout required.

Downgrading Your Plan

To downgrade to a lower tier:

1
Go to Settings

Navigate to Settings, then Billing

2
Change Plan

Click Change Plan

3
Select Lower Plan

Choose your new plan from the available options

4
Review Limitations

Review any feature limitations on the new plan

5
Confirm Downgrade

Click Confirm Downgrade to complete

How Downgrades Work

  • -Takes effect at end of current billing period
  • -Full access to current features until then
  • -May need to reduce projects/users before downgrade

Before Downgrading

Check that you meet the new plan's limits:

P
Projects

Close or archive excess projects to meet the new limit

T
Team Members

Remove or deactivate excess users

F
Features

Note any features you'll lose access to

Accounting Sync

Downgrading from Pro to Starter disables accounting sync. Ensure your books are reconciled before downgrading.

Changing Billing Cycle

Switch between monthly and annual billing:

1
Go to Settings

Navigate to Settings, then Billing

2
Change Billing Cycle

Click Change Billing Cycle

3
Choose Cycle

Choose Monthly or Annual

4
Review Pricing

Annual saves 20%

5
Confirm Change

Confirm the change to apply

Switching to Annual

  • 20% discount applied
  • Billed for full year immediately
  • Credit for unused monthly period applied

Switching to Monthly

  • Takes effect at annual renewal
  • No refund for unused annual time
  • Monthly rate applies after current period

Managing Payment Methods

Updating Credit Card

1
Go to Settings

Navigate to Settings, then Billing

2
Update Payment Method

Click Update Payment Method

3
Enter New Card

Enter your new card details

4
Save

Click Save to confirm

Accepted Payment Methods

Visa
Mastercard
American Express
Discover

Update Before Expiry

Update your card before it expires to avoid service interruption. You'll receive email reminders.

Viewing Invoices

Access your billing history:

1
Go to Settings

Navigate to Settings, then Billing

2
Billing History

Click Billing History

3
View Invoices

View list of all invoices

4
Download PDF

Click any invoice to download PDF

Invoice Details

Each invoice includes:

  • -Invoice number and date
  • -Plan and billing period
  • -Amount charged
  • -Payment method used

Canceling Your Subscription

To cancel your RIVET subscription:

1
Go to Settings

Navigate to Settings, then Billing

2
Cancel Subscription

Click Cancel Subscription

3
Select Reason

Select a reason (optional but helpful)

4
Confirm

Confirm cancellation

What Happens When You Cancel

  • -Access continues until end of billing period
  • -No refunds for unused time
  • -Data retained for 90 days after cancellation
  • -Can reactivate anytime during retention period

Data Export

Before canceling, export any data you want to keep. Go to Settings, then Data Export.

Handling Failed Payments

If a payment fails:

1
Email Notification

You'll receive an email notification about the failure

2
Automatic Retry

RIVET retries the charge automatically

3
Update Payment

Update your payment method if needed

4
Grace Period

Service continues during grace period (7 days)

Avoiding Service Interruption

  • -Keep payment method current
  • -Ensure sufficient funds/credit limit
  • -Respond to failed payment emails promptly

Billing Questions

For billing questions or issues:

  • -Email: support@slpwlk.io
  • -Scale plan: Contact your dedicated success manager

Related Articles

billingSubscription PlansCompare RIVET subscription plans: Starter, Pro, and ScaleRead more
Can't find what you're looking for?
Contact Support

Product

  • Features
  • Pricing
  • Integrations

Solutions

  • For Electricians
  • For Plumbers
  • For HVAC
  • For General Trades

Company

  • About
  • Contact
  • Security

Resources

  • Support Center
  • Templates
  • Blog

Compare

  • vs Knowify
  • vs Werx

Legal

  • Privacy Policy
  • Terms of Service
Rivet

© 2026 Rivet, Inc. All rights reserved.