> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tablixhq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payment & Billing

> Tablix's three plans, and the full checkout, upgrade, and subscription-management flow via Dodo Payments.

Tablix has three plans, managed from **Settings → Billing & Plans**, with checkout and subscription management handled by **Dodo Payments**.

## The Three Plans

<CardGroup cols={3}>
  <Card title="Starter — $0/mo">
    * 20 AI messages / month
    * 10 file upload
    * 3 live collaboration
    * `.xlsx`, web, PDF, CSV export
    * AI data analysis
    * `.xlsx`, CSV, JSON, `.sheet` import
  </Card>

  <Card title="Beginner — $5/mo">
    Everything in Starter, plus:

    * 200 AI messages / month
    * 5 live collaboration
    * Unlimited file upload
    * Standard support
    * Advanced AI (Python/SQL execution)
  </Card>

  <Card title="Professional — $10/mo">
    **Most Popular.** Everything in Beginner, plus:

    * 1000 AI messages / month
    * 10 live collaboration
    * Early access to new features
    * Priority support
  </Card>
</CardGroup>

<Note>
  Prices shown are per month; a note under each price reads *"Tax fee depending on your country"* — local tax may be added at checkout depending on where you're billed from.
</Note>

Your current plan is shown with an **ACTIVE PLAN** badge and its button is disabled; every other plan shows an upgrade button (**"Try for free"** for Starter, **"Get Started"** for Beginner/Professional).

## Live AI Usage & Limits

Each plan's AI message quota is tracked in **Settings → Usage**:

* A counter shows **{used} / {max}** AI calls for the current cycle, with a progress bar that turns red past 80% usage
* Usage **resets automatically 30 days** after your last plan activation date — the exact next reset date is shown on this page
* The **10-file limit** on the Starter plan is enforced separately — see the [File Limit Reached modal](/faq#is-tablix-free-to-use) for what happens when you hit it

## The Checkout Flow

<Steps>
  <Step title="Open Billing & Plans">
    Go to **Settings → Billing & Plans**. Your active plan is highlighted.
  </Step>

  <Step title="Choose a plan">
    Click **Get Started** (or **Try for free** for Starter) on the plan you want. This is disabled for your current plan.
  </Step>

  <Step title="Checkout session is created">
    Tablix securely creates a checkout session for your account and chosen plan.
  </Step>

  <Step title="Redirect to Dodo Payments">
    You're redirected to a **Dodo Payments** hosted checkout page to enter payment details and complete the purchase.
  </Step>

  <Step title="Return to Tablix">
    After a successful payment, Dodo redirects you back to `#/settings` in Tablix, where your plan badge and quota update to reflect the new plan.
  </Step>
</Steps>

<Info>
  You must be signed in (Google or Microsoft) to upgrade — checkout requires a valid Tablix session token. See [Getting Started → Signing In](/getting-started#signing-in).
</Info>

## Managing or Canceling a Subscription

If you're on a **paid** plan (Beginner or Professional), a **Manage Subscription** button appears next to your plan badge. Clicking it opens the **Dodo Payments customer portal**, where you can:

* Update payment method
* View past invoices
* Cancel or change your subscription

You're returned to `#/settings` in Tablix afterward.

<Warning>
  "Manage Subscription" only appears once you have an active paid subscription. Starter (free) plan users won't see this button, since there's nothing to manage yet.
</Warning>

## Payment Security & Data

Tablix's Settings → Privacy tab states the following about billing data specifically:

* Only basic account information (name, email) is stored for login
* **Payments are processed securely via Dodo Payment**
* **Tablix does not store your card or financial details** — that's handled entirely by Dodo Payments

## Plan Changes at a Glance

| Action                                    | Where                                            | What happens                                                              |
| ----------------------------------------- | ------------------------------------------------ | ------------------------------------------------------------------------- |
| Upgrade plan                              | Settings → Billing & Plans → click a plan        | Redirects to Dodo Payments checkout                                       |
| Manage payment method / invoices / cancel | Settings → Billing & Plans → Manage Subscription | Opens Dodo Payments customer portal                                       |
| Check AI usage                            | Settings → Usage                                 | Shows used/remaining AI calls and next reset date                         |
| Hit the Starter file limit                | Anywhere while saving                            | [File Limit Reached](/faq#is-tablix-free-to-use) modal prompts an upgrade |
