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How do I upgrade, downgrade or switch between monthly and yearly?

Short answerOpen Your account → Billing, pick Monthly or Yearly above the plans, then choose a plan. With a running subscription you see what the change costs before you confirm, and the difference is settled on your next invoice.

Updated 14 October 2026

Only the workspace owner or a billing manager can change the plan.

Change the plan or the billing period

  1. Open Your account → Billing and scroll to Plans.
  2. Pick Monthly or Yearly. A plan card shows the saving when yearly billing costs less.
  3. Press Choose … on the plan you want, or Switch to yearly (or monthly) on your current plan.
  4. With a running subscription, a panel shows the difference for the rest of this period. Press Confirm the switch.
  5. Without a running subscription, you go to the secure payment page instead.

The new plan applies straight away. The difference for the rest of the period is worked out for you and settled on your next invoice.

If your workspace pays with SumUp, the new plan is paid in full on SumUp's page and a new month or year starts that day.

Moving to a smaller plan

A smaller plan must fit what you already have. If you have more projects, or more team members (pending invitations count too), than it allows, the switch is refused and the message says what to remove first.

Moving to a free plan

Cancel your paid subscription first. When it has ended, choose the free plan.

Offer codes

When offer codes are in use, an Offer code box appears with the plans, or in the switch panel.

Still stuck?

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