Accounts and billing

Managing billing and accounts in the Metabase Store.

Upgrade to Pro (or downgrade to Starter)

To switch your plan:

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

Add managers

To invite users to manage your Metabase Store account:

1. Log in to your Metabase Store account.
2. Navigate to Settings.
3. Find the Managers section.
4. In the Invite managers field, enter the email address of each user you want to invite.
5. Metabase sends them an email prompting them to create a Metabase Store account.

This action adds each invited user as a manager of your Metabase Store account only, not as a user of your Metabase instance.

Add contacts to receive billing or technical notifications

To add contacts who receive billing or technical notifications:

1. Log in to your Metabase Store account.
2. Navigate to Settings.
3. Find the Contacts section.
4. In the Add contacts field, enter the email address of each contact you want to add.
5. In the Email type dropdown, choose between All, Billing, and Technical.
6. Click Add.
7. Metabase sends each contact an email notifying them that they’ve been added to your contact list.

Cancel a subscription or trial

To cancel a Starter or Pro plan:

1. Log in to your Metabase Store account.
2. Navigate to Instances.
3. In the instance you want to cancel, click Settings.
4. Click Cancel subscription and delete instance. If you have an Enterprise plan, contact support.
5. Optional: let us know why you’re cancelling so we can improve Metabase. Click Share feedback, or click Skip.
6. To confirm, click Yes, cancel.

Update payment information

1. Log in to your Metabase Store account.
2. Navigate to Billing.
3. Click on the payment method that you want to update.
4. Enter new credit card information.
5. 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

To switch to annual billing:

1. Log in to your Metabase Store account.
2. Navigate to Instances.
3. In the instance you want to switch, click Manage plan.
4. Enable the Switch to annual billing toggle.
5. Click Change plan.

You can’t switch back to monthly billing until your annual cycle has completed.

Download past invoices

1. Log in to your Metabase Store account.
2. Go to Billing.
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. Navigate to Billing.
3. Find the Payment details section.
4. In the Invoice Tax IDs field, select your country from the drop-down and enter your Tax ID.
5. 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. Log in to your Metabase Store account.
2. Navigate to Settings.
3. Find the Company name section.
4. In the Change company name field, enter a new company name.
5. Click Update.

Change your billing address

1. Log in to your Metabase Store account.
2. Navigate to Billing.
3. Find the Payment details section.
4. In the Billing address field, enter your new billing address.
5. Click Save.

Add or change your shipping address

1. Log in to your Metabase Store account.
2. Navigate to Billing.
3. Find the Payment details section.
4. In the Shipping address field, add or update your shipping address.
5. Click Save.

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 Metabase Store account. Please note that if the primary account holder is unavailable, there is a 48-hour waiting period to process changes to Metabase Store accounts.

Move from Metabase Cloud to self-hosting Metabase

If you’re on Metabase Cloud but need to switch to hosting Metabase yourself, contact us and we’ll give you a backup of your application database that you can use to restore Metabase on your own infrastructure.

Further reading

• How billing works