Overview
You can manage everything about your Navexa plan — including upgrades, billing info, and past invoices — from the Billing & Subscription section.
🔧 How to Access Billing & Subscription
Click the gear (⚙️) icon in the top-right corner of your Navexa dashboard.
Choose Billing & Subscription from the dropdown menu.
💼 Overview Tab
This is your main summary screen.
Here you can see:
Current Plan (e.g. Basic, Standard, Premium)
Billing Frequency – Monthly or Annual
Next Bill Date & Amount
Payment Method (card details partially hidden)
Quick Actions:
Manage Subscription → Takes you to the Subscription tab
Update Payment Method → Goes to the Payment Method tab
Update Billing Info → Opens Billing Info tab
You can also click Upgrade Plan on the right-hand side to move up to a higher tier.
📅 Subscription Tab
Shows your current subscription details, including:
Plan name
Billing frequency (you can switch between monthly and annual)
Next billing date and amount
You’ll also see a Cancel Subscription button if you wish to end your plan.
💳 Payment Method Tab
Here you can view or update your payment details, for example, adding a new card or changing an existing one.
🏢 Billing Info Tab
If you’re subscribing on behalf of a business, company, or SMSF, enter your billing details here.
These details appear on your tax invoices.
You can include:
Company name
Address
City, State, and Postcode
ABN (optional) – required if you want business tax invoices
🔁 Changing Plans
You can change your Navexa plan at any time.
Go to Settings (⚙️) → Billing & Subscription
Click the Subscription tab
Select Change Plan
From there, you’ll see all available plans and can upgrade or downgrade instantly.
When upgrading, you’ll be charged the difference for the rest of your current billing period.
When downgrading, we’ll credit your account for any unused portion of your current plan.
Changes apply immediately, and your next renewal will be at the new plan’s rate.
If you downgrade to a plan with fewer portfolios, Navexa will ask which ones you want to keep.
Any portfolios not selected will be removed and can’t be recovered.
🧾 Invoices Tab
View and download your past invoices and receipts.
Each invoice shows:
Invoice Number
Date
Status (e.g. Paid)
Amount
Under Actions, click:
View → open the invoice in your browser
PDF → download your tax invoice or receipt
Paying an Outstanding Invoice or Reactivating Your Subscription
If your payment fails or your subscription becomes inactive, Navexa will automatically attempt to recharge your saved payment method.
If your card has expired or been updated, you can fix this anytime by going to:
Settings → Billing & Subscription → Payment Method
From here, update your card details, and Navexa will automatically retry your payment.
Once successful, your account will reactivate right away — no need to contact support.
⚠️ Note for legacy plan holders:
If your subscription lapses and you later reactivate, your account will renew at the current plan pricing (legacy rates no longer apply).
If you’d like help verifying your new plan or invoice, contact support after reactivation.