Use Billing & Subscription to manage your Navexa plan, payment method, invoices, and subscription details from one page.
Open Billing & Subscription
Select Account (the avatar) at the bottom left of the navigation rail, then Billing & Subscription.
On an individual account, you can also select the Settings cog at the bottom left, then Billing & Subscription in the Settings sidebar.
For Navexa Pro, billing is available to the account owner. Open Account → Billing & Subscription, or Admin in the rail → Billing & Subscription under Practice.
Current Plan
The Current Plan section shows your active Navexa subscription.
You can see:
Plan — your current Navexa plan.
Billing frequency — annual for new customers, or monthly for existing monthly subscribers.
Next bill date — when your subscription will next renew.
Next bill amount — the amount due on your next renewal.
New customers pay annually on all Navexa plans in both AUD and USD. The full annual amount is paid upfront; monthly billing is not available to new customers.
Existing monthly subscribers can stay on monthly billing while keeping their current plan. Changing plan moves the subscription to annual billing. Cancelling the subscription removes the monthly billing option.
If you currently pay monthly and want to switch to annual billing, review the available option and payment details in Billing & Subscription before confirming.
Change Basic, Standard or Premium
Basic includes one portfolio. To add more portfolios, upgrade to Standard or Premium. See Add Extra Portfolios To Your Navexa Subscription.
You can change between Navexa’s Basic, Standard and Premium plans by selecting Upgrade Plan.
If you currently pay monthly, changing plan moves your subscription to annual billing. Review the annual amount before confirming the change.
The Upgrade Plan page only shows available Basic, Standard and Premium plans. You can upgrade or downgrade between these plans online.
Existing Navexa accounts cannot move between Navexa Pro and Basic, Standard or Premium through Billing & Subscription. Moving an existing account to Pro—or moving a Pro account to a non-Pro plan—must be arranged manually through Navexa Support.
To change between Basic, Standard and Premium:
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 the available Basic, Standard and Premium plans and can change between them immediately.
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.
If Your Plan Looks Wrong
If your Navexa plan, renewal notice, or portfolio limit warning does not match the plan you believe you paid for, check your billing details before changing plans or selecting portfolios to keep.
Select Account (the avatar) at the bottom left of the navigation rail.
Select Billing & Subscription.
Check your Current Plan, renewal date, invoice history, and any message about a scheduled downgrade.
If the plan, renewal date, or portfolio limit still looks wrong, contact support from the in-app chat and include a screenshot of the billing message.
Before You Change Anything
Do not select portfolios to remove if you did not request a downgrade or if you believe your subscription should still include those portfolios.
Selecting portfolios to keep during a downgrade can remove portfolios that exceed the new plan limit. If the downgrade looks unexpected, contact support first so Navexa can check your subscription state.
When To Contact Support
Contact support if your billing page shows any subscription state that does not match what you expected.
You want to move an existing account to Pro or move a Pro account to Basic, Standard or Premium.
Your account says it is downgrading, but you did not request a downgrade.
You have paid for Standard, Premium, or Pro, but Navexa asks you to keep only one portfolio.
Your billing page shows a credit, but the app still asks you to pay or change plan.
You cannot change plan from Billing & Subscription, or the page shows an error.
What Support Can Check
Navexa support can check whether your subscription, invoice, or payment provider status is out of sync with your account access.
If there is a billing or subscription sync issue, support may need to correct the account state before the plan and portfolio limits display correctly.
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:
Select Account (the avatar) at the bottom left of the navigation rail.
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.
If you currently pay monthly, cancelling removes your monthly billing option. If you subscribe again later, you will need to pay annually.
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.