Choose or change your plan
Pick a plan at the end of your trial, upgrade or downgrade, or switch between monthly and yearly billing.
You choose and change plans on the Billing page. Only owners and admins can do this; members see “Only workspace owners and admins can change the plan or payment method.”
Choose your first plan
- Click Billing in the sidebar (or Choose a plan in the top bar).
- If you see the Monthly / Yearly switch, pick how you want to be billed.
- Click Choose Starter, Choose Team or Choose Business.
- Enter your payment details on the secure Stripe checkout page and confirm.
Back in QuietBill you see “Payment received. Your plan is being switched on, which can take a few seconds.” The owner also gets an email confirming the plan is active. If you leave checkout without paying, you see “Checkout cancelled” and nothing is charged.
Upgrade or downgrade
- Open Billing.
- Click Upgrade or Downgrade on the plan you want.
- Read the confirmation. It shows the new price and explains that “The change applies straight away to your existing subscription, and Stripe prorates the difference on your next invoice.”
- Click Confirm change (or Downgrade to plan).
There is no second checkout: the change is made on your existing subscription and you are not billed twice.
Before you downgrade
The confirmation warns you if the smaller plan does not fit:
- Subscriptions: if you track more than the new plan allows, you can keep them all but cannot add new vendors until you are under the limit. Cancelled subscriptions count too.
- Seats: if you have more members and pending invites than the new plan includes, remove some to stay within it.
- Features: it lists what you will lose, for example accountant upload links or price-increase alerts. Existing upload links stop working right away.
Switch between monthly and yearly
- Open Billing and set the switch to the billing period you want.
- On your current plan, click Switch to yearly (or Switch to monthly).
- Confirm the change. Stripe prorates the difference.
Undo a pending cancellation
If you cancelled in Manage billing but the paid period has not ended yet, choosing a plan on the Billing page keeps your subscription and removes the cancellation.
Related
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