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.

      • Related Articles

      • 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 ...
      • How to Upgrade Your Chartnote Subscription

        This guide provides step-by-step instructions on how to upgrade your subscription plan on Chartnote. It includes clear and concise steps, ensuring a smooth and hassle-free process. By following these instructions, users can easily upgrade their plan, ...
      • How to Pause your Chartnote Subscription

        This guide offers a clear, step-by-step process for pausing your Chartnote subscription, allowing you to manage your account with ease—without needing to cancel your plan entirely. <br> Before you start Make sure you’re signed ...
      • How to Cancel Your Chartnote Subscription

        This guide provides a step-by-step process on how to cancel your Chartnote subscription on Chartnote Web. If your subscription was purchased on the App Store, please follow this link > How to Cancel Your Chartnote Subscription on the App Store. ...
      • Upgrading to a Paid Account

        Chartnote offers paid services with monthly or yearly subscriptions. These can be purchased by credit card, Apple Pay or Google Pay. In this article, we'll cover how to purchase an individual subscription. If you're looking to subscribe multiple ...