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Plans, credits & billing

Refunds & downgrades

Change to a smaller plan, cancel, or ask about a refund — and understand what happens to the credits you've already paid for when you do.

4 min readUpdated 9 Sept 2026

Downgrade to a smaller plan

If a plan gives you more credits or seats than you use, moving to a smaller tier is straightforward. A downgrade keeps your workspace, projects and documents — it only changes your included credits and capacity going forward.

  1. Open billing settings

    Go to the billing area of your workspace.

  2. Choose a smaller plan

    Compare included credits and seats in Plans & what's included.

  3. Confirm the change

    Your billing settings show when the new plan takes effect — typically at the start of your next cycle.

What happens to unused credits

Your plan credits belong to a billing cycle and refresh at the next reset. When you downgrade, the credits included from then on match the smaller plan.

  • Plan credits follow the cycle and reset to the new plan's amount at renewal; unused plan credits don't roll over.
  • Signup bonus and referral credits are separate: they never expire and stay available across plan changes. Free’s 60 monthly credits expire at each reset, just like paid monthly credits.
  • How any remaining credits are treated on a plan change is shown in billing settings.

Cancel your plan

You can cancel from billing settings. Cancelling stops future renewals; your access generally continues until the end of the period you've already paid for, as shown in your settings.

Your documents and workspace data remain yours. If you need to take your work with you, see Data export and erasure.

Request a refund

If you believe a charge should be refunded — for example a renewal you didn't intend, or a problem on your account — get in touch and we'll look into it.

  1. Gather the details

    Note the invoice or charge and what went wrong.

  2. Contact support

    Email support with the invoice and a short description.

  3. We review the request

    Eligibility depends on the charge and our refund terms, handled by Buzzi AI as merchant of record.

Frequently asked questions

Do I lose my documents if I downgrade or cancel?

Your workspace, projects and documents stay with you. After paid access ends, Free provides 60 credits each month and PDF-only export with waxTable.com at the bottom right of every page. Word, PowerPoint and PDFs without this branding require Basic or above. Existing signup bonus and referral credits remain available.

Will I get a refund for credits I didn't use?

Monthly plan credits, including Free’s 60 monthly credits, expire at each reset and carry no cash value. Signup bonus and referral credits never expire but also carry no cash value. For a specific situation, email support.

When does a downgrade take effect?

Usually at the start of your next cycle, so you keep your current plan's credits until then. Your billing settings show the exact date.

How do I request a refund?

Email support with the invoice and what went wrong. Eligibility depends on the charge and our refund terms.

My payment failed — is that a refund issue?

No, that's a payment problem. See Billing and payment problems to get it sorted.

Still need a hand?

Waxe answers most questions right inside the app. For everything else, our team replies within one business day.

Email support