Articles in this section

Billing and Subscription

  • Updated
Follow

Overview

Etlworks provides two billing models:

  • Self-managed subscriptions (in-app or customer portal) 
  • Invoice-based billing

Both support:

  • Monthly and annual billing ACH (bank account) payments 
  • Credit card payments (self-managed only)

Self-managed subscriptions can be managed directly in the Etlworks application (recommended) or through the external customer portal.

Billing models

Self-managed subscription (in-app)

Starting with version 9.4.9, billing and subscriptions can be fully managed directly in the Etlworks UI.

Use this model if you want:

  • Immediate access 
  • Credit card or ACH payments 
  • Self-service subscription management inside the app

Access

Open: Top-right menu → Billing

This opens the in-app billing screen.

Billing account

When you start a trial, a billing account is created automatically.

If the account is not linked, you can:

  • Link an existing billing account 
  • Create a new billing account

Once linked, all billing actions are available in the same screen.

What you can do

After linking a billing account, you can:

  • Manage subscriptions (add, upgrade, cancel) 
  • View and download invoices 
  • Manage payment methods (add, remove, set default) 
  • Add funds to AI wallet 
  • Edit or unlink billing account

Subscribe to Etlworks

  1. Open Billing 
  2. Add a payment method (credit card or ACH) 
  3. Go to Subscriptions 
  4. Click Add Subscription 
  5. Select a plan and complete subscription

Common workflows

Trial → Subscription

After the trial expires:

  • You can still access the account 
  • Flow execution is disabled

To continue:

  • Open Billing 
  • Add payment method 
  • Subscribe to a plan

Upgrade subscription

You can upgrade at any time:

  • Open Billing → Upgrade 
  • Select a higher-tier plan

Add additional subscriptions

You can add:

  • Additional environments 
  • Support plans 
  • Add-ons

Steps:

  • Open Billing → Subscriptions 
  • Click Add Subscription
  • Changes take effect immediately.

Cancel subscription

To cancel:

  • Open Billing → Subscriptions 
  • Select subscription 
  • Click Cancel

Notes:

  • Cancellation is immediate 
  • Any outstanding invoices must be paid

Payment methods

Supported:

  • Credit cards 
  • Bank accounts (ACH)

You can:

  • Add new payment method 
  • Remove existing method 
  • Set default payment method

Invoices

Open Billing → Invoices to:

  • View invoices 
  • Download PDF copies 
  • Check payment status

You are charged:

  • At subscription start 
  • At the beginning of each billing cycle

AI Wallet

You can fund AI usage directly:

  • Open Billing → AI Wallet 
  • Add funds manually 
  • Configure auto-recharge

Important notes

  • Billing is processed by Stripe 
  • Etlworks does not have access to full payment details 
  • Subscription changes follow billing cycle rules 
  • Only account admin or billing owner can manage billing

Customer portal (legacy option)

Use this if:

  • You are using Etlworks version older than 9.4.9
  • You prefer the previous workflow 
  • You already manage billing outside the app

Access to Billing Portal

Open the billing portal:

Subscribe to Etlworks in Portal

Step 1. Create or access billing account

Open the billing portal:

  • New users: click Sign up and create a billing account 
  • Existing users: sign in

Note: The billing account is separate from your Etlworks application account.

Step 2. Add payment method

  1. Open Payment Methods 
  2. Add or update: Credit card (self-managed only) or Bank account (ACH)
mceclip0.png

Step 3. Select a plan

  1. Open Subscriptions 
  2. Click Browse Plans 
  3. Select a plan 
  4. Add to cart and complete checkout

Manage subscription and Payment Methods

From the billing portal you can:

  • View subscriptions
  • Change subscription plan 
  • Update payment method 
  • View billing history

Sign in to billing portal

1. Open the billing portal

2. Enter email associated with the account and click Continue. 

3. Enter Password

4. If you forgot your password click Forgot your password link and follow instructions.

View subscriptions

1. Select Subscriptions tab to view Active, Paused and Canceled subscriptions.

Change subscription plan 

1.  Select Subscriptions tab

2. Click Subscribe button 

3. Open Select a Plan dropdown, select a new plan and click Subscribe.

Update payment method 

1.  Select Payment Methods tab

2. Add new payment method

3. Remove old payment method

View billing history

1.  Select Payments tab to view payment history

Invoices and payments

You are charged:

  • At subscription start 
  • At the beginning of each billing cycle

View invoices

  1. Open the billing portal 
  2. Select Payments tab to view payment history

You can view:

  • Current invoices 
  • Past invoices 
  • Payment history

Change billing account owner

Account admin can change the billing account owner

From Etlworks

Steps

  1. Open Preferences in the account menu
  2. Select Billing Account 
  3. Click Edit
  4. Enter New Email and Current password
  5. Click Update

mceclip3.png

From Billing Portal

  1. Open the billing portal 
  2. Click My Profile
  3. Modify profile
  4. Save
mceclip3.png

Cancel or change subscription (self-managed)

  • To upgrade or downgrade use billing portal.
  • To cancel contact sales@etlworks.com.

Notes (self-managed)

  • Only billing owner or account admin can access billing 
  • Billing is managed outside of the main Etlworks UI 
  • Subscription changes take effect based on billing cycle

Invoice-based billing

Managed directly with Etlworks.

Use this model if you need:

  • Purchase orders 
  • Contract-based agreements 
  • Net payment terms 
  • Centralized procurement

Subscribe to Etlworks (Invoice Billing)

Step 1. Request a quote

Send a request to:

sales@etlworks.com

Include:

  • Desired plan 
  • Deployment type (cloud or on-prem) 
  • Expected usage

Step 2. Sign agreement (if applicable)

  • Contract may be provided for review 
  • Can be executed electronically

Step 3. Receive invoices

  • Invoices are issued by Etlworks 
  • Payment terms: up to Net 60 (annual billing only) 
  • Monthly billing typically uses shorter terms

Cancel or change subscription (Invoice Billing)

For changes (upgrade, downgrade, cancellation) contact:

sales@etlworks.com

Access invoices

You can also access invoices in the billing portal:

  • View invoices 
  • Download PDF copies 
  • Print invoices 
  • View payment status

Notes (Invoice Billing)

  • Invoice billing is managed outside of the self-service subscription flow 
  • All invoices are delivered via email and available in the billing portal 
  • Legal and billing details are available on the Etlworks legal page.

Related articles