Legal document
Exchange Policy
How Axiom Charts LLC handles eligible product exchanges and term upgrades for monthly subscriptions, yearly subscriptions, and lifetime one-time purchases.
Last updated: 2026-06-04
Scope and Relationship to Refunds
This Exchange Policy explains how Axiom Charts LLC ("Axiom Charts," "Company," "we," "us," or "our") may allow eligible customers to move value from one paid product or term into another paid product or term.
An exchange or term upgrade is not a refund, cash balance, stored-value account, or general credit that can be withdrawn or applied to unrelated purchases.
Refund requests are governed separately by our Refund Policy at Refund Policy and by any specific checkout terms shown during purchase.
Exchange Cadences
We treat exchanges inside three cadence buckets: monthly subscriptions, yearly subscriptions, and lifetime one-time purchases.
A same-cadence exchange means moving one eligible product into another eligible product inside the same cadence. Monthly products can be exchanged into monthly products, yearly products into yearly products, and lifetime products into lifetime products.
We do not guarantee that every product will be exchangeable into every other product. Eligibility depends on product availability, access status, billing state, and the exchange options shown in your account.
Monthly and Yearly Same-Cadence Exchanges
For monthly and yearly subscription exchanges, we use Paddle's subscription update and proration systems where available.
A same-cadence subscription exchange normally keeps your current billing period, renewal date, and billing cadence. It does not restart the month or year you already paid for unless the exchange flow expressly says otherwise.
Paddle treats the source product as having unused value for the time left in the current billing period. When you exchange one monthly product for another monthly product, or one yearly product for another yearly product, Paddle applies that unused value toward the target product for the same remaining period.
Because of that, an exchange into a similarly priced product may show no charge today. That means the remaining paid value has covered the replacement product through the existing renewal date. It does not mean the exchange created a free new subscription term.
If the target product costs more for the remaining period, you may be charged the prorated difference. If the target product costs less, Paddle may create or apply a prorated credit according to its billing systems. At the next renewal, your subscription renews at the recurring price for the replacement product unless it is canceled or changed before that renewal.
Lifetime Same-Cadence Exchanges
Lifetime purchases are one-time purchases, so they do not have a recurring billing period that Paddle can automatically prorate.
For eligible lifetime-to-lifetime exchanges, we calculate an exchange discount using a three-year value-depletion period measured from the original lifetime purchase date.
The exchange discount is based on the amount we can reliably identify as paid for the original lifetime product before taxes and fees and after any discounts applied to that original purchase.
The formula is: source paid amount multiplied by the remaining eligible portion of the three-year exchange period. The resulting discount is capped at the target lifetime product price.
Exchange Examples
Monthly example: If you paid $10 for a monthly product and exchange halfway through the month into another $10 monthly product, the preview may show no charge today because the unused value from the first product offsets the remaining-period cost of the replacement product. If the replacement monthly product costs more, you may owe the prorated difference for the rest of that monthly billing period.
Yearly example: If you paid for a yearly product and exchange six months into the year, Paddle may apply the unused value from the remaining six months of the source product toward the replacement yearly product for those same remaining six months. A similarly priced replacement may show no charge today, while a more expensive replacement may create a prorated charge.
Lifetime example: If you exchange an eligible lifetime purchase, there is no Paddle subscription period to prorate. Instead, we use the three-year lifetime exchange calculation described in this policy, based on the original lifetime purchase date, the amount we can reliably identify as paid for the source product, and the remaining eligible portion of the three-year exchange period.
Term Upgrades
A term upgrade means keeping the same product but moving to a longer purchase term when an eligible longer term is available.
Monthly products may be upgraded to yearly or lifetime access. Yearly products may be upgraded to lifetime access.
We do not currently support customer self-service term downgrades, such as yearly to monthly or lifetime to yearly.
When a term upgrade is processed, the remaining value in the source term may be applied as a checkout discount or billing adjustment toward the upgraded term. The source access is removed only after the upgraded access is successfully created or confirmed.
Checkout and Fulfillment
Eligible exchanges and term upgrades may require checkout even when the calculated discount covers the full target price.
Checkout is used to confirm the requested exchange, apply any eligible discount, create or update the relevant Paddle billing record, and keep entitlement records aligned.
After the target access is confirmed, the exchanged source product or source term may be removed, canceled, revoked, or allowed to end according to the exchange path used.
Ineligible Access
Access may be ineligible for exchange or upgrade if it was granted through a package, manual grant, trial, complimentary access, expired subscription, refunded purchase, revoked entitlement, disputed transaction, or another non-standard path.
Access may also be ineligible if we cannot reliably recover the original amount paid, if the target product is unavailable, if you already own the target product in the relevant cadence, or if Paddle or our account systems cannot complete the transaction safely.
Public discounts, promotional pricing, and exchange discounts do not stack unless a checkout flow expressly says otherwise.
Failed or Interrupted Exchanges
If checkout fails, is abandoned, or cannot be confirmed, the exchange or term upgrade may not be completed.
Our systems are designed to avoid removing source access before target access has been successfully created or confirmed.
Some unusual billing or entitlement states may require support review before an exchange can be completed or retried.
Manual Review and Changes
We may review exchange or upgrade requests manually where account state, billing state, eligibility, product availability, or fulfillment records are unclear.
We may update this Exchange Policy as our products, checkout systems, billing provider capabilities, or legal obligations change.
Questions about exchanges or term upgrades can be sent through contact us.
