Change your plan and pay the invoice

Change the plan when you need higher limits (more users, more messages, more bookings a month) or when you want to pay less. You see what the change costs before anything happens.

Before you start

• You need the permission Manage the plan and pay invoices (the Owner role has it).
• Going to a smaller plan? Check Usage on Plan and billing first: your usage should fit the new limits by the date the change applies.

Steps

1. Open Settings → Plan and billing and press Change plan (or Choose a plan if the agency has none). The Change plan window opens.
2. Choose Monthly or Yearly at the top. When a plan is cheaper yearly, Save with yearly billing shows, and the plan card shows Save …%.
3. Pick a plan card. Each card shows the price for the cycle and the plan's limits. Your plan is marked Current. A plan that cannot be billed on the cycle you chose shows Not offered for this cycle and cannot be picked.
4. Read the box under the cards (it shows Working out the price for a moment):
   • This is your current plan and cycle.: nothing would change.
   • You stay on your current plan and cycle. The scheduled change is cancelled.: you picked your current plan and cycle while a change is scheduled. The button reads Keep my current plan.
   • You move to … right away. Nothing to pay now.: during the trial, or when the account has no billing cycle yet.
   • You keep … until …, then move to …. Nothing is charged now. Make sure your usage fits the new limits by then.: a smaller plan, or yearly to monthly, waits for the end of the paid period.
   • An upgrade: … for the rest of this period with the dates and the price, Credit for unused time on your current plan (taken off), and To pay now. The upgrade applies straight away. Tax is added on the invoice where it applies.
5. Press the button at the bottom. Its name says what happens: Upgrade and pay … (an amount to pay), Upgrade now (nothing to pay), Schedule the change (a smaller plan) or Switch now (during the trial).
6. After an upgrade with an amount to pay, the window says Your plan is upgraded with the invoice number, the description, the amount and the Due date. Press Pay now to pay it at once, or Pay later.
7. On the invoice page, press Pay … and complete the payment with the card. See Pay your subscription invoice.

After you change the plan

• An upgrade applies at once: the new limits work straight away and Your plan shows the new plan. The message Your plan has changed shows when there was nothing to pay.
• If the current period's invoice was still unpaid, it becomes Cancelled and one new invoice for the new plan replaces it.
• The invoice is emailed to the billing email, and it waits under Invoices to pay until it is paid.
• A smaller plan is scheduled: the message The change is scheduled for the end of this period confirms it and Your plan shows Changes to … on …. Until then you keep your current plan and its limits.
• To undo a scheduled change, press Keep my current plan (or Keep my current cycle) in Your plan. The message You stay on your current plan confirms it, and the activity log records it.
• The next renewal invoice follows the new plan and cycle (see Next invoice).

If something goes wrong

• Change plan is greyed out: your role does not include Manage the plan and pay invoices, or no plan is offered. Ask the agency owner.
• Only the agency owner can manage the plan and billing: your role cannot make this change. Ask the owner.
• … is not offered yearly (or monthly): the plan is not sold on that cycle. Choose the other cycle.
• Plan not found: the plan was withdrawn while the window was open. Close the window and open it again.
• The button stays greyed out: you picked your current plan and cycle (and no change is scheduled), or the price is still being worked out.