You can change your plan at any time on the Settings > Billing page, to make room for more users or to switch between monthly and yearly billing (admin access required).
Change Your Plan
- Go to Settings > Billing.
- Under Plan Management, pick a plan in the Plan menu. Each plan shows its price, monthly or yearly, and how many users it includes.
- Click Update plan.
- Read the confirmation: it shows the new plan and price and what happens to your card. Click OK to change your plan.
Changing your plan needs a credit card on file. Without one, you'll see "Add a credit card below before changing your plan." See How do I change my credit card?
What You're Charged
| When you | What happens |
|---|---|
| Upgrade to a plan with more users | Your card is charged right away for the price difference for the rest of the billing period. |
| Downgrade to a plan with fewer users | The price difference for the rest of the billing period is credited to your account and used for your next invoices. Your card is not charged. |
| Switch from monthly to yearly | Your card is charged right away for the year, minus a credit for the unused part of the month. Your next payment is due in one year. |
| Switch from yearly to monthly | The unused part of your year is credited to your account and pays your next monthly invoices. Your card is charged only if the credit doesn't cover the first month. |
| Change plans during your free trial | Nothing is charged now. The new plan is billed when your trial ends. |
An Example
Say you sign up on April 1 for the Basic plan at $29 a month, and on April 16, halfway through the month, you switch to the Plus plan at $49 a month:
- April 1: you're charged $29 for April on the Basic plan.
- April 16: you're charged $10: $24.50 for half a month of Plus, minus a $14.50 credit for the unused half month of Basic.
- May 1: you're charged $49 for May on the Plus plan.