> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarback-store-credit/analytics-data-and-account/plans-usage-and-overage-billing.md).

# Plans, usage & overage billing

This page explains how DollarBack billing works: what counts against your plan's order limit, when the counter resets, what happens when you go over, and how upgrades, trials, and legacy plans behave.

Open **DollarBack admin → Plans** to see the plan cards, your current usage, and your billing period.

## What plans differ by

Each plan card lists its price, its included order volume, and its feature checklist. The gated features you'll see marked included or excluded per plan:

| Feature          | What it unlocks                                                                                                             |
| ---------------- | --------------------------------------------------------------------------------------------------------------------------- |
| Orders per month | The included order volume (see counting rules below).                                                                       |
| Bulk import      | [Bulk import credit (CSV)](/dollarback-store-credit/analytics-data-and-account/bulk-import-credit-csv.md).                  |
| Integrations     | Klaviyo, Omnisend, Flow, and the other connections.                                                                         |
| Cashback tiers   | [Loyalty tiers](/dollarback-store-credit/loyalty-tiers/loyalty-tiers-overview.md).                                          |
| Order editing    | [Order-edit tracking](/dollarback-store-credit/spending-store-credit-and-rewards/refunds-cancellations-and-order-edits.md). |
| B2B store credit | [B2B store credit](/dollarback-store-credit/analytics-data-and-account/b2b-store-credit.md).                                |

Prices are shown per month or per year depending on the plan's billing interval.

## How orders are counted

* **Every order created on your store counts once**, whether or not it earned cashback, and regardless of your cashback trigger setting. Usage measures store volume, not program activity.
* Each order is **deduplicated by its order ID**, so an order can never count twice.
* Usage accrues against your **billing period**; the Plans page shows the current period's date range and a usage meter (`current / limit`). The counter resets when a new billing period starts.
* Plans with unlimited volume show **"Unlimited orders."**

## Overage

When your orders exceed the plan's included limit, additional orders bill as **usage charges** at a per-order rate shown on the plan card (for example "$X per order"). Where the plan defines one, overage is **capped** at a maximum per month ("capped at $X/mo"). You'll never pay more than the cap in overage for that period, and orders keep processing normally. Cashback never stops being earned because you crossed the limit; you're billed for the extra volume instead.

If you're paying overage regularly, compare it against the next plan up. A higher included limit is usually cheaper than sustained overage.

## Trials

Plans that include a free trial show an "X-day free trial" badge, and the button reads **Start free trial** instead of a plain subscribe. Charges are handled by Shopify billing and begin when the trial ends; cancelling or downgrading before then means you're not charged for that plan.

## Upgrades & downgrades

Choosing a plan opens Shopify's billing confirmation. Approve it there and the new plan takes effect. Feature gates apply immediately with the plan switch: downgrading below a feature (say, bulk import or tiers) removes access to it, though nothing already earned by customers is taken away. Balances, tiers already assigned, and issued codes remain.

## Custom pricing

High-volume stores, agencies, and platforms can get a custom plan. Use the **Chat with sales** button on the Plans page, which opens a chat pre-filled with a custom-plan request.

## Legacy plans

If you subscribed before the current plan lineup:

* **Yearly legacy plans keep working**. The page shows: "You're already subscribed to a yearly plan, so it'll keep working as-is — no action needed for now."
* **Discontinued plans** show a critical banner ("Your plan is no longer offered…") with the discontinuation date. Pick a current plan before that date to avoid interruption.

## Verify it works

After subscribing, the Plans page should show your plan as active with the usage meter against the new limit, and previously gated pages (for example **Bulk import**) should load without an upgrade banner.

## Common issues

* A feature page shows "Upgrade required": your plan doesn't include that feature; check its row on the plan cards.
* Usage looks higher than your cashback activity: every created order counts, not just orders that earned cashback.
* You expected the counter to reset: it resets with your billing period, shown as a date range on the Plans page, not on calendar months.

## Related articles

* [Choose a plan & start your trial](/dollarback-store-credit/getting-started/choose-a-plan-and-start-your-trial.md)
* [Bulk import credit (CSV)](/dollarback-store-credit/analytics-data-and-account/bulk-import-credit-csv.md)
* [B2B store credit](/dollarback-store-credit/analytics-data-and-account/b2b-store-credit.md)
* [Loyalty tiers overview](/dollarback-store-credit/loyalty-tiers/loyalty-tiers-overview.md)
