Manage Your Subscription

This guide covers how to upgrade, downgrade, access the billing portal, cancel your subscription, and understand overage charges.

Upgrading Your Plan

To upgrade to a higher plan:

  1. Log in to the Bullseye dashboard

  2. Go to Settings > Billing

  3. Click Upgrade plan or Change plan

  4. Select the plan you want

  5. Confirm the change

Upgrades take effect immediately. You will be charged a prorated amount for the remainder of the current billing period. Your next full invoice will reflect the new plan price.

Upgrading gives you access to more credits, additional team seats, and plan-specific features (e.g., HubSpot on Growth, Salesforce and webhooks on Scale).

Downgrading Your Plan

To downgrade to a lower plan:

  1. Go to Settings > Billing

  2. Click Change plan

  3. Select the lower plan

  4. Confirm the change

Downgrades take effect at the end of your current billing period. You retain access to your current plan's features and credits until that date. After the downgrade:

  • Your credit allocation decreases to the new plan's limit

  • Features not included on the lower plan (e.g., HubSpot, Salesforce, webhooks) are disabled

  • Team members in excess of the new plan's limit may lose access; remove users before the downgrade if needed

No refund is issued for the unused portion of your current plan when downgrading.

Billing Portal

The billing portal lets you manage payment methods, view invoices, and update billing details.

  1. Go to Settings > Billing

  2. Click Manage billing or Billing portal

From the portal you can:

  • Update your credit card or payment method

  • View and download past invoices

  • Update your billing address

  • Change your billing email

The billing portal is powered by Stripe. Your payment information is stored securely and never shared with Bullseye beyond what is needed for billing.

Cancellation

To cancel your subscription:

  1. Go to Settings > Billing

  2. Click Cancel subscription or Manage billing

  3. Follow the prompts to confirm cancellation

Cancellation takes effect at the end of your current billing period. You retain access until that date. After cancellation:

  • Your account moves to a restricted state

  • Visitor identification stops

  • You can export your data before access ends

  • To resume service, you will need to subscribe again

If you cancel during a free trial, no charges are applied. For paid plans, no refund is issued for the unused portion of the billing period.

Overage Charges

When you exceed your monthly credit allocation, overage charges apply. Overage is:

  • Billed automatically — Charged to your payment method on file

  • Prorated — You pay only for the credits you use beyond your allocation

  • Invoiced — Shown as a line item on your next invoice

Overage rates vary by plan. See Plans & Credits for the rate that applies to your plan.

To avoid unexpected overage:

  • Monitor your credit usage in the Bullseye dashboard

  • Set up usage alerts (if available for your plan)

  • Upgrade your plan if you consistently exceed your allocation

  • Configure domain verification to ensure only intended traffic is credited

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