Billing and plans
Billing and plans covers your subscription and payment details. Upgrade or downgrade your plan, see which payment methods are accepted, update your payment method or cancel your subscription, and view or download your invoices.
Upgrading or downgrading your plan
Plans are based on how many clients you manage. Switch at any time from Preferences.
How do I change my plan?
When does the change take effect?
Upgrades apply immediately. Downgrades take effect at the start of your next billing cycle.
Existing clients are never removed or restricted, even if you are close to your plan’s limit.
Accepted payment methods
Your subscription is billed automatically each cycle to the card you have on file.
What can I pay with?
All major debit and credit cards.
How do I update my card?
You will get a receipt by email every time you are charged. For more detail, see How do I update my payment method or cancel my subscription?
Updating payment or cancelling your subscription
Manage your card on file and cancel your subscription through our secure billing portal.
How do I get to the billing portal?
What can I do there?
Update your card, change your billing address, or cancel your subscription. This screen is hosted securely by Stripe, our payment provider.
Cancelling here does not delete your account, it just stops future billing. You keep access until the end of your current billing period.
Viewing and downloading invoices
Every past invoice is available to download as a PDF from your billing page.
Where do I find them?
If you need a copy for your accountant, this is also where any tax details on the invoice come from.
Marginal Improvements