Accounts and billing

Managing billing and accounts in the Metabase store.

Try out a free 14-day trial of Pro

If you’re on a Starter cloud plan, you can try out all the features of Metabase Pro for free for 14 days with no commitment.

If you want to stick with Pro, you’ll have the chance to upgrade. Otherwise, your plan will automatically switch back to Starter.

1. Log in to your Metabase store account.
2. In the Instances section, select your instance.
3. Click on Try a free 14-day trial of Pro.

Once selected, the store will display the status of your trial, along with a trial end date. We’ll also send you an email with details about the trial.

If you like the Pro features and want to upgrade, you’ll need to upgrade your instance, either by clicking on the Upgrade to Pro button, or by managing your plan (see the next section).

Upgrade to Pro (or downgrade to Starter)

If you’d like to switch plans:

1. Log in to your Metabase store account.
2. In the Instances, section select the instance you want to change.
3. Click on Manage plan.
4. Select the plan you want.
5. Click Change plan.

Add people to manage your store account

You can add people to your account to allow them to manage your store account (not your Metabase).

1. Log in to your Metabase store account.
2. Click on Settings.
3. Scroll to Managers.
4. Enter email address of the person(s) you’d like to invite.
5. The store will send them an email prompting them to create a Metabase store account.

Add people to receive billing and/or technical notifications

You can include contacts to receive billing notifications, as well as technical notifications, like info about new Metabase releases.

1. Log in to your Metabase store account.
2. Click on Settings.
3. Scroll to Contacts.
4. Enter email address of the person((s) you’d like to invite.
5. The store will send them an email prompting them to create a store account.

Cancel a subscription or trial

People on Metabase Cloud Starter and Pro plans can cancel directly in the store:

1. Log in to your Metabase store account.
2. Click Cancel subscription and delete instance.

To cancel a self-hosted Metabase Pro or Enterprise plan, you’ll need to contact support. (It’s easy, we just don’t have the process automated.)

Update payment information

1. Log in to your Metabase store account.
2. Navigate to Invoices & Payment.
3. Enter new credit card information under Payment Method.
4. Click on Update.

If your Metabase was suspended due to a failed payment, the store will automatically restore your Metabase upon a successful payment.

Switch to annual billing

1. Log in to your Metabase store account.
2. Click on Instances.
3. Navigate to the instance you want to switch to annual billing.
4. Click on Save 10% with annual billing.
5. Confirm details and click on Switch to annual billing.

Note that you cannot switch back to monthly billing until your annual cycle has completed.

Download past invoices

1. Log in to your Metabase store account.
2. Click on Invoices & Payment.
3. Scroll down to Invoices to view past or open invoices.

W-9 form requests

See Metabase’s updated W9 form.

Update your Tax ID

1. Log in to your Metabase store account.
2. Click on Invoices & Payment.
3. Scroll down to Invoice Tax IDs.
4. Click Add a Tax ID.
5. Enter your Tax ID.
6. Click Save.

Change the company name on invoices/receipts

The primary account holder should request a name change by emailing billing@metabase.com.

Reset your Admin password

If you need to reset your Admin password, contact support.

Change your company name

1. Navigate to your Metabase store.
2. Go to Settings.
3. Click Change company name.

Change your billing address

1. Navigate to your Metabase store.
2. Go to Billing.
3. Click on Update billing address.

Add or change your shipping address

1. Navigate to your Metabase store.
2. Go to Billing.
3. Click Update/Add shipping address.

Change the primary account holder

If you need to change your primary account holder, for example if your primary account holder left your company:

• If another person at your company holds a Metabase store account, work with them to add you to your company’s Metabase store account.
• If there is no other account holder, email billing@metabase.com to request access to your company’s store account. Please note that if the primary account holder is unavailable, there is a 48-hour waiting period to process changes to store accounts.

Further reading

• How billing works