Use Billing & Subscription to manage your Navexa plan, payment method, invoices, and subscription details from one page.
Open Billing & Subscription
You can open Billing & Subscription from either the top-right account menu or the left-hand menu.
To open it from the account menu:
Click the account icon in the top-right corner of Navexa.
Select Billing & Subscription.
To open it from the left-hand menu:
Select Settings.
Select Billing & Subscription.
This opens the Billing & Subscription page.
Current Plan
The Current Plan section shows your active Navexa subscription.
You can see:
Plan — your current Navexa plan.
Billing frequency — whether your plan is billed monthly or annually.
Next bill date — when your subscription will next renew.
Next bill amount — the amount due on your next renewal.
You can also change your billing frequency from this section.
For example, if you’re on an annual plan, you’ll see the option to Change to Monthly.
If you’re on a monthly plan, you’ll see the option to change to annual billing.
Change Your Plan
You can change your Navexa plan by selecting Upgrade Plan.
Although the button says Upgrade Plan, this is where you can choose from all available plans. You can upgrade or downgrade from this area.
To change your plan:
Go to Billing & Subscription.
Select Upgrade Plan.
Review the available plans.
Choose the plan you want to move to.
Follow the prompts to confirm the change.
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 portfolios you want to keep.
Any portfolios not selected will be removed and can’t be recovered.
Payment Method
The Payment Method section shows the payment method currently linked to your Navexa subscription.
Depending on your payment setup, this may show:
Your saved card details, with only the last four digits visible.
Your linked direct debit or bank account details, where available.
The expiry date for your saved card.
To update your payment method:
Go to Billing & Subscription.
Find the Payment Method section.
Select Change.
Enter your new payment details.
Save your changes.
If your card is close to expiring, you can update it here before your next renewal.
Billing Information
The Billing Information section controls the details shown on your Navexa invoices.
This is useful if you subscribe on behalf of a business, company, or self-managed super fund (SMSF).
You can enter:
Company Name
Address Line 1
Address Line 2
City
State/Province
Postal Code
Country
ABN — optional, but useful for Australian business or SMSF invoices.
To update your billing information:
Go to Billing & Subscription.
Scroll to Billing Information.
Enter or update your details.
Select Save.
Future invoices will use the billing details saved in this section.
Invoices
The Invoices section shows your Navexa invoice history.
Each invoice shows:
Invoice number.
Invoice date.
Payment status, such as Paid or Open.
Invoice amount.
You can use the icons beside each invoice to:
Select the eye icon to view the invoice.
Select the download icon to download the invoice.
Paying Outstanding Invoices
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 from your billing settings:
Go to Settings.
Select Billing & Subscription.
Go to Payment Method.
Select Change.
Update your card details.
Once your payment method is updated, Navexa will automatically retry the payment.
When the payment is successful, your account will reactivate right away. You don’t 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 after a lapsed subscription is reactivated.
If you’d like help verifying your new plan or invoice after reactivation, contact support.
Cancel Subscription
The Cancel Subscription section lets you cancel your Navexa subscription.
To cancel:
Go to Billing & Subscription.
Scroll to Cancel Subscription.
Select Cancel Subscription.
Follow the prompts to confirm your cancellation.
If you cancel, your account will remain active until the end of your current billing period.