Pricing & billing

Auto-upgrade

When a shop's monthly order count exceeds the current plan's limit, Summer Upsell automatically detects the overage and presents an in-app upgrade flow on the next admin visit. The merchant approves once in Shopify's billing UI; we never charge without consent.

Thresholds

Field	Description
Free → Starter	Past 100 orders in the period → upgrades to $9 / month (500-order limit).
Starter → Starter Plus	Past 500 orders → upgrades to $16 / month (1,000-order limit).
Starter Plus → Starter Pro	Past 1,000 orders → upgrades to $25 / month (unlimited orders).

If a shop skips multiple thresholds in a single billing period (e.g. jumps from 50 → 600 orders on Free), the system upgrades directly to the lowest plan that fully covers the new count.

How it's triggered

Each orders/paid webhook recounts conversions for the current billing period.
If the count exceeds the plan limit, the shop's upgradeNeeded flag is set with the required plan key.
On the next admin page load, a non-dismissible upgrade modal appears with the new plan, price, and a Shopify-hosted approval link.
After Shopify confirms, the new plan activates immediately and the upgrade flag is cleared.

Period alignment

The count uses currentPeriodEnd (from Shopify billing) to define the 30-day window. If the period anchor is missing (Free plan), it falls back to the calendar month.

Proration

Shopify automatically prorates the existing subscription mid-cycle — there is no double-billing for the unused portion of the previous plan.

What if I don't approve right away?

Widgets keep working. The modal is intentionally non-dismissible to make sure you see it, but order counting and analytics continue normally until the merchant approves the upgrade.

Plans

Trial & cancellation