> 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                                                                                                               | Plan               |
| --------------------- | ----------------------------------------------------------------------------------------------------------------------------- | ------------------ |
| Orders per month      | The included order volume (see counting rules below).                                                                         | Every plan         |
| Bulk import           | [Bulk import credit (CSV)](/dollarback-store-credit/analytics-data-and-account/bulk-import-credit-csv.md).                    | Pro and above      |
| Integrations          | Klaviyo, Omnisend, Flow, and the other connections.                                                                           | Pro and above      |
| Cashback tiers        | [Loyalty tiers](/dollarback-store-credit/loyalty-tiers/loyalty-tiers-overview.md). Tiers no longer need the Advanced plan.    | Pro and above      |
| Order editing         | [Order-edit tracking](/dollarback-store-credit/spending-store-credit-and-rewards/refunds-cancellations-and-order-edits.md).   | Advanced and above |
| B2B store credit      | [B2B store credit](/dollarback-store-credit/analytics-data-and-account/b2b-store-credit.md).                                  | Advanced and above |
| Custom sending domain | [Sender identity & custom domain](/dollarback-store-credit/notifications/sender-identity-and-custom-domain.md).               | Advanced and above |
| Backfill past orders  | [Backfill cashback for past orders](/dollarback-store-credit/earning-cashback-programs/backfill-cashback-for-past-orders.md). | Enterprise         |
| Wallet passes         | [Wallet passes](/dollarback-store-credit/integrations/wallet-passes.md) for Google Wallet and Apple Wallet.                   | Enterprise         |

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; there is no grace period and no "until the end of the billing period". Downgrading below a feature (say, bulk import or order editing) removes access to it, though nothing already earned by customers is taken away. Balances, tiers already assigned, and issued codes remain.

What a downgrade does to each gated feature:

* **Order editing** (for example Advanced → Pro): the **Enable order edit tracking** switch in **Settings → Advanced** locks. From the moment of the switch, edits, refunds, and cancellations no longer adjust cashback; credit already issued or clawed back stays as it is, and owed amounts already recorded aren't erased. Credit that is still in its holding period is released at the amount calculated when the order was placed, without re-checking the order for later refunds. Full detail in [Refunds, cancellations & order edits](/dollarback-store-credit/spending-store-credit-and-rewards/refunds-cancellations-and-order-edits.md).
* **Tiers** (for example Pro → Free): the **Tiers** page locks with an **Upgrade plan** button, but your tier setup is kept, not deleted. Customers stay in the tiers they hold and the multiplier keeps applying to their orders until you upgrade and change the setup.
* **Bulk import, integrations, backfill, custom domain**: the page or card locks with an upgrade prompt. Nothing already imported, credited, or sent is reversed.

Upgrading again unlocks everything immediately, but nothing is reconciled retroactively: an order edited while order editing was off is only recalculated if it's edited again afterwards.

## 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)