How to Change Your Plan or Add-ons

Step by step

1. 1

   Open Billing → Plans

   Choose Billing in the sidebar, then the Plans tab. Pick Monthly or Yearly, then click the plan you want, such as Choose Pro.

2. 2

   Check the prorated change

   A dialog shows the Estimated charge today, or a credit on your next invoice, and what you pay from then on. Click Confirm switch, or Confirm & charge, to go ahead.

3. 3

   Turn on an add-on

   Open the Add-ons tab. Click Start 3-day free trial for Invoicing or Accountant workspaces — no card is needed. Click Subscribe to keep before the trial ends.

4. 4

   Update your card

   Back on Overview, click Manage payment method to change your card and see your invoices in Stripe’s secure portal.

   Only the account owner can see Billing, and it is on the web only. Team members see Your add-ons instead.