Monthly vs Yearly Billing in Chartnote – How to Change Your Billing Frequency

Monthly vs Yearly Plan

When purchasing a Chartnote subscription, you have the option to choose between monthly or yearly billing. This selection only affects how frequently you are charged — not the features or capabilities included in your plan.

With a monthly plan, you will be billed on the same date each month. If you are on a Pro subscription, your monthly credits are refreshed at the beginning of every month, regardless of your billing date.

With a yearly plan, you benefit from a 10% discount on your subscription, making it the more cost-effective option for long-term use.

In this article, we'll walk you through how to update your billing frequency at any time.




  • Click on your profile icon.
  • Select "Billing & Plans".
  • You'll see your current subscription details.
  • If you have a Monthly plan and want to switch to Yearly, select Yearly. Or select Monthly if you wish to switch from Yearly to Monthly.
  • Click "Update plan".
  • Click "Update subscription".
  • Select Yearly or Monthly to confirm your choice.
  • Click "Continue".
  • Review the summary and click "Confirm" to complete your update.
  • Click "Return to Chartnote".
  • You'll now see your updated subscription information reflected on the page.

    • If you switch from monthly to yearly, a prorated discount will be applied to your payment, so you only pay for the remaining time in your current billing cycle. If you switch from yearly to monthly, a prorated credit will be applied to your account and deducted from your upcoming monthly invoices.