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Upgrade or downgrade your plan, and how members are billed

During the trial, changing your plan is free and immediate. After you subscribe, an upgrade charges the prorated difference to your card straight away, and a downgrade applies at your next renewal, with no refund for the current period.

5 min

Steps

1
Open Settings → Billing and choose Upgrade.
The Change plan window opens on your current period, Monthly or Annual.
2
Choose the new plan, then choose Upgrade to … or Downgrade to ….
3
Choose Confirm.
During the trial, the change applies straight away. On an active subscription, the upgrade is charged to your saved card without opening a payment page.
4
Wait a few seconds until the subscription shows as updated.

By subscription state

State
Upgrade
Downgrade
Trial
Free and immediate
Free and immediate
Active (card)
The difference for the rest of the period is charged, and the change applies within seconds
Applies at your next renewal, with no refund for the current period
A year paid in installments
You pay the difference for the rest of the year by card, on a payment page
Applies at renewal
Past due, suspended or canceled
Not available. Pay first
Not available

Example: an upgrade in the middle of the month charges half the difference between the two plans now, then the full new price is charged at renewal.

If the upgrade charge fails, the upgrade isn’t applied, and your subscription stays active on your current plan.

Switching between monthly and annual

The period can’t change in the middle of a subscription. If you choose the other period in Change plan, a note explains this, and the plans can’t be chosen. To switch, cancel your subscription, then subscribe again with the new period when the current one ends.

Members and your bill

Your bill = the price per member × the number of active members + monthly add-ons. Adding or deactivating a member shows in the next renewal, and amounts for the current period aren’t refunded.

On a year paid in installments, you see the amounts due for new members and add-ons, and you pay them by card on a payment page, without saving the card.

If something goes wrong

What you see
Why
What to do
“Add a payment method first”
The subscription is past due, suspended or canceled.
Pay from Add or change a payment card, then change the plan.
The upgrade doesn’t show
The charge didn’t finish, or it was declined.
Refresh the page after a minute. If it was declined, check your card.
“Choose a paid plan before adding a payment method”
The current plan has no price.
Choose Basic or Advanced.

Good to know

You can’t choose the Enterprise plan on your own.
New limits apply as soon as the plan changes.
Moving from monthly to yearly with installments keeps your monthly subscription until the installments are approved. See Pay yearly in 4 installments with Tabby or Tamara.
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