How to Downgrade Your Chartnote Subscription: A Step-by-Step Guide

How to Downgrade Your Chartnote Subscription

This guide provides a step-by-step process to downgrade your Chartnote subscription. By following these instructions, you can easily switch to a lower plan and save money. Additionally, you will receive a prorated credit that will be applied to your next billing cycle.


Step-by-step

  1. Open Billing

    • Click “Billing & Plans.”

  2. Start the change

    • Click “Update Plan.”

  3. Open the subscription editor

    • Click “Update subscription.”

  4. Choose billing cadence

    • Select Monthly or Yearly.

  5. Pick your lower plan

    • Select the plan you want to downgrade to.

  6. Continue

    • Click “Continue.”

  7. Confirm and review credit

    • Click “Confirm.”

    • You’ll see details about your prorated credit, which will be applied to your next bill.

  8. Return to Chartnote

    • Click “Return to Chartnote.”

Notes & tips

  • The prorated amount appears as a credit on the next invoice (not an immediate refund).


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