Managing your subscription
Everything you can do to a live plan is reachable from one card. Select Billing & Invoices in the Settings rail; the plan banner is the first thing on the Billing & invoices page, above the tabs.
Nothing on this page happens silently. Every action that costs money opens a confirmation first, and every action that is deferred says the date it will take effect.
Open Billing & invoices (opens in a new tab)The plan banner
| Control | Where | What it does | When it is available |
|---|---|---|---|
| Plan name and status badge | Top left | Names your plan and its state. Active is a solid badge; a lapsed or overdue state shows in a softer one. | Always on a paid plan |
| Finish organization setup | Top right | Opens the organisation setup flow. | You paid for Organization but have not created the organisation yet |
| Manage seats | Top right | Opens the Manage seats modal. | Organization admins |
| Manage subscription | Top right | Opens the plan picker in manage mode, where you change plan or billing interval. | Always on a paid plan |
| Stat tiles | Middle row | Plan cost with the interval and, on Organization, the seat arithmetic. Licensed seats with the active and invited split. Included credits per month. Next billing date, or Plan Ends once a cancellation is pending. | Always on a paid plan |
| Saved card line | Footer left | The card on file, shown as brand and last four digits, or Card on file when the brand is unknown. | Always on a paid plan |
| Update payment | Footer right | Changes the card on file. | Subscription owner, or an organisation admin |
| Cancel plan | Footer right | Opens the Cancel subscription modal. | Subscription owner or organisation admin, on an active, trialing or overdue plan, with no cancellation already pending |
On the free trial the banner is different: it is headed Free trial with a Trialing badge and a single Upgrade now button. See Subscription plans.
Banners under the card
Three notices can appear beneath the plan banner, each with its own action.
| Notice | What it says | Action |
|---|---|---|
| Scheduled change | Your plan changes to the new plan, seat count or interval on a stated date, and you keep the current one until then. | Cancel scheduled change |
| Pending cancellation | Your plan ends on a stated date and will not renew, with full access until then. | Resume plan, where your account supports it |
| Annual saving | Recommended: switch to annual billing and get 2 months free, with the yearly saving in your currency. | See annual pricing |
Changing your plan
Open the plan picker
Manage subscription opens the plan picker in manage mode, headed Upgrade your plan. The Monthly and Yearly (2 months free) switch is pre-set to the interval you are on now, and the card matching your current plan and interval reads Your current plan and is disabled.
Pick the plan you want
Each card's button is named for the move: Upgrade to Professional, Downgrade to Starter, Switch to annual billing, and so on. The full matrix is on Subscription plans.
On the Organization card, set the seat count before you press the button. The card headlines the total for those seats.
Confirm
A modal opens, titled Upgrade to or Downgrade to the plan you chose. It restates the plan and its price, and says exactly what will happen.
An upgrade reads: You'll be charged immediately on your saved payment method, prorated for the remainder of your current billing period. Your new plan takes effect right away. The buttons are Keep current plan and Confirm and pay.
A downgrade reads: You keep your current plan until the end date, the new plan starts then, Nothing is charged today, and you can cancel the scheduled change anytime before it takes effect. The buttons are Keep current plan and Confirm downgrade.
What happens next
An upgrade applies at once and takes you to the payment confirmation screen. A downgrade is scheduled: you are returned to the billing page with a message naming the date, and the scheduled-change banner appears under the plan banner.
Switching billing interval follows the same rules. Monthly to yearly counts as an upgrade and is charged now. Yearly to monthly counts as a downgrade and waits for your renewal.
When a change is refused
Two refusals are worth knowing about, because the fix is something you do first rather than something you retry.
Leaving Organization for a single-seat plan is refused while other people are still in the organisation. The message names how many team members you have and asks you to remove them first or stay on Organization. The same check runs again when a scheduled downgrade comes due: if the organisation still has more than one member on the day, the scheduled change is dropped rather than applied.
Choosing a plan you are already on, at the same billing interval, is refused as well. That combination is the disabled Your current plan card, so it only happens if you get there another way.
A trial has no paid plan to change. Whichever card you choose, a trial always goes through checkout rather than an in-place plan change, even if you arrive at the plan picker in manage mode.
Adding or removing seats
Manage seats on the plan banner opens a modal titled Manage seats, explaining that Seat increases apply immediately and are prorated against your current billing period; seat decreases take effect at your next renewal.
| Control | Where | What it does |
|---|---|---|
| Number of seats | Middle of the modal | A stepper from 2 to 20. |
| Need more than 20 seats? Contact sales | Under the stepper | Appears at 20. Opens the contact form in a new tab. |
| New total | Below the stepper | The recalculated charge for the seats you have selected, per month or per year. |
| Update seats | Footer | Applies a decrease straight away as a scheduled change. Moves an increase to a confirmation step. |
| Cancel | Footer | Closes without changing anything. |
Confirm a seat increase
Raising the seat count adds a second step. The modal restates the change, warns that You'll be charged now on your saved payment method, prorated for the remainder of your current billing period, and offers Back and Confirm and pay. On a trial there is no charge, and the button reads Confirm.
Lowering the seat count never charges anything. It is scheduled to your renewal, and until then a warning inside the modal names the new count, the date, and offers Cancel scheduled change. Your current seat count and its credits stay as they are until that date.
You cannot cut seats below the number your team already occupies. Pending invitations hold a seat and count towards the total. The attempt is refused inside the modal with a message naming your active members, your pending invitations, and how many of them to clear first. Free those seats up in Team management, then come back.
Above 20 seats there is no self-serve path: the message points you to sales, and larger organisations are set up for you.
Per-seat credits move with the seat count, so the pool changes when the seat change takes effect.
Cancelling
Cancel plan opens Cancel subscription. It tells you that your subscription will not renew after the stated date, that you keep full access including your remaining credits until the end of the current billing period, and that After that, your account loses access to paid features and any unused credits.
The buttons are Keep my plan and Cancel subscription. Cancelling is never immediate: the plan runs to the end of the period you have already paid for.
Once a cancellation is pending, the plan banner's fourth tile relabels to Plan Ends, and the pending-cancellation banner appears.
Resuming
Resume plan on that banner opens a modal of the same name: Resuming removes the cancellation. Your subscription renews as usual and billing continues uninterrupted. The buttons are Keep cancellation and Resume plan.
The button is not offered on every account. Undoing a cancellation depends on the service that bills you, and some cannot do it. Where it is unavailable, your plan still stays active until the end of the billing period, and you subscribe again after that.
Undoing a scheduled change
Cancel scheduled change on the scheduled-change banner, or the same button inside Manage seats, opens Cancel scheduled change. It names what was scheduled and when, then explains that Cancelling keeps your current plan, seats, and billing interval unchanged. You can schedule a new change anytime. The buttons are Keep scheduled change and Cancel scheduled change.
Who can do all this
On a personal plan, you own the subscription and everything above is yours.
On Organization, the subscription owner and organisation admins can change the plan, manage seats, cancel, resume and update the card. Members who are neither see a message instead of the billing page, and Billing & Invoices is hidden from their Settings rail.
Next steps
- Subscription plans - what each plan includes.
- Team management - fill and free the seats you pay for.
- Billing and invoices - your card, your invoices and your tax details.
- FAQ - answers and troubleshooting.