Change how often you're billed. Your plan's features stay the same.

Who this is for: Solo users and team Admins · Plans: Pro, Max, Team Max · Where: Web (app.chartnote.com)

Monthly plans bill on the same date each month. Yearly billing costs less: Pro is $35.99/month and Max is $89.99/month billed yearly, compared with $39.99 and $99.99 monthly.

Note: On Basic and Pro, monthly credits reset on the 1st of each month, whatever your billing date.

Change your billing frequency

1. Click your avatar in the bottom-left corner to open the account menu.
2. Open Settings → Billing & Plans.
3. Under Your Subscription, click Manage subscription. Your billing page opens.
4. Under Current subscription, click Update subscription.
5. On Update your subscription, choose Monthly or Yearly.
6. Click Select on your plan, then click Continue.
7. On Confirm your updates, check the plan, the recurring price and start date, the amount due today, and the payment method. Prices and dates depend on your account.
8. Click Confirm. To change something first, click Go back.
9. Click Return to Chartnote.

Monthly to yearly: a prorated amount is applied, so you pay only for the time left. Yearly to monthly: a prorated credit is applied to your upcoming monthly invoices.

Related articles

• Upgrade your Chartnote plan
• Downgrade your Chartnote plan
• Chartnote plans, pricing and AI credits

Last reviewed: October 2026 · Applies to Chartnote 3.0