Change billing frequency, upgrade or cancel

Before changing a subscription

Only the company owner manages the plan. Check the active company and current usage in Settings → Billing, especially before moving to a smaller plan. Billing details can also be edited by an admin.

Change plan or billing frequency

1. Open Settings → Billing and select the intended plan and billing interval.
2. Read the change preview: check the amount due and effective date, including any prorated charge.
3. Confirm the change only after checking that preview.
4. Check the plan status or scheduled change shown when the request completes. Use Undo while a scheduled change can still be withdrawn.

When changes take effect

Upgrades apply immediately with a prorated difference for the current period. Downgrades and monthly/yearly switches are scheduled for the paid-period end. Use the preview’s dates and amounts for your particular change. A failed change request is not confirmation that the subscription changed.

Cancel future plan renewal

1. Choose Cancel plan and read the paid-period end date.
2. Confirm cancellation, then check the scheduled cancellation in Billing.
3. Review extra seats too: they are a separate monthly subscription with their own period and controls.
4. Use Undo before the change takes effect if you want to keep the subscription, and check the resulting status.

Cancellation and deletion are separate

Cancellation schedules the end of paid access; it does not delete the company. Read-only restrictions apply when access ends. Download records you need before changing access, and check the export article if an export is blocked. Disconnecting a provider and cancelling its separate subscription, where applicable, are also separate actions.