Plan and billing
Settings → Plan & Billing is what your business pays Contractor Codex. It is separate from what your clients owe you and from service plans you sell to clients.
An account owner manages subscription changes and the billing portal. Other admins can view the subscription page but do not receive owner controls.
Standard and Pro
The current plan chooser advertises:
| Plan | Monthly | Annual | Default platform service fee |
|---|---|---|---|
| Standard | $15/month | $150/year | 0.08% |
| Pro | $35/month | $360/year | 0.01% |
Both tiers advertise the same feature set; Pro changes the service-fee rate. The active Stripe subscription and the checkout/billing screen determine the actual price, currency, interval, and adjustments for your account. Configured account-specific fee rates can differ from the defaults.
On a $1,000 client payment, the default platform fee is $0.80 on Standard or $0.10 on Pro. At the advertised subscription prices, Pro breaks even above roughly $28,600/month in payments with monthly billing, or $25,000/month with annual billing.
Emails about your subscription
When a first-time Checkout completes, the billing contact receives a $0.00 receipt email. It records that nothing was charged, the plan, the saved payment method, the trial end date, and the first charge amount and date, with a link to the $0.00 Stripe invoice when one exists. Reminder emails go out before the trial ends, and a confirmation is sent when the trial converts to a paid subscription. These emails always go to the owner's sign-in email; an AP contact on the Billing Profile is copied when one is set. They are sent as The Contractor Codex, not under your business's brand.
Fees are not tax
The platform service fee is separate from Stripe processing fees and from any tax collected on an invoice. Applicable payment flows calculate the platform fee from the charge amount, rounded to cents, when using a connected Stripe account. Not every bookkeeping entry creates a Connect application fee.
The platform subscription does not include your external AI provider's usage bill. Similarly, a recurring provider-direct cost disclosed on a client quote is not a Contractor Codex subscription fee.
Change a plan or billing cycle
Use the available tier/cycle controls and review the result. Stripe applies proration adjustments for supported changes; inspect the subscription and next invoice rather than assuming a particular refund or immediate charge.
The page can hide controls when a subscription is paused, scheduled to cancel, or has a payment issue. Use the billing portal for the payment-method and billing-history options available to your account.
Keep Billing Profile current for platform billing contact and business details. This is not the client's invoice-defaults page.
Pause, cancel, or resume
- Pause pauses platform subscription collection. The current implementation uses Stripe's void behavior for invoices generated during the pause and keeps platform access active while the subscription remains eligible. It does not pause client invoices, existing obligations, or external provider usage.
- Cancel schedules cancellation at the end of the current period. Check the displayed end date; requesting cancellation does not delete your records.
- Resume clears a pending cancellation or collection pause so the subscription can continue.
Review the confirmation and current subscription state after any change. A requested cancellation is not proof that all previous charges or invoices have been settled.