Upgrading, downgrading and cancelling

You can change plans at any time from Settings → Billing & credits. Changes apply in place: an upgrade adds the credit difference immediately, a downgrade keeps the credits you already have, and cancelling lets the plan run until the end of the paid period. This article describes each path and the exact messages you will see.

#Before you start

• Only owners and admins can subscribe, switch or cancel. Everyone else sees "Owners and admins can purchase." on the plan cards.
• Payments go through a Paddle overlay checkout. Nothing changes until the checkout confirms.
• Check the Tracked keywords and project counts before downgrading; limits of the new plan apply straight away.

#The plan card buttons

Each plan card ends in one button whose label tells you what will happen:

#Subscribing from Free

1. Open Settings → Billing & credits.
2. Click Subscribe on the plan you want.
3. Complete the Paddle checkout. Payment methods and tax are handled by Paddle; the card says "Tax included where Paddle collects it."
4. You return to the billing page with a Payment received notification. The Plan tile shows the new plan with its renewal date and your balance grows by the plan's monthly credits.

If you followed a pricing link, the checkout opens automatically and a banner reads "You chose {Plan}. The checkout opens in a moment; close it to stay on your current plan."

#Upgrading

An upgrade is applied in place with immediate proration. You do not wait for the next renewal.

1. Click Switch to {Plan} on the larger plan.

2. Confirm in the checkout.

3. The difference in monthly credits is added right away. The confirmation reads:

   "Switched to {Plan}: N credits added now, M every month from the next renewal. The prorated difference is charged by Paddle."

So moving from Starter (1,500) to Growth (2,500) adds 1,000 credits now and 2,500 at each renewal from then on. Your project, seat and tracked-keyword limits rise immediately.

If you reached the page through a pricing link while already subscribed, the banner reads "You chose {Plan}. Your current plan changes in place; the difference is prorated." with a Switch to {Plan} button. If you pick the plan you are already on, it says "You are already on {Plan}."

#Downgrading

A downgrade is also applied immediately in billing rather than at the end of the period, and the unused part of what you already paid is credited against your next invoice.

1. Click Switch to {Plan} on the smaller plan.

2. Confirm in the checkout.

3. The confirmation reads:

   "Switched to {Plan}. Your current credits stay; from the next renewal you receive M a month, and the unused part of this period is credited against your next invoice."

No credits are removed from your balance. The smaller plan's limits apply straight away, so if you now have more projects or tracked keywords than the plan allows you will be asked to archive some before creating new ones. Existing trackers keep running.

#Cancelling

Cancelling stops renewal; it does not end the plan early.

1. On the billing page, click Cancel at period end.
2. The status reads "Your plan stays active until the end of the current period, then stops renewing." The Plan tile changes from "Renews {date}" to "Ends {date}", and the controls show "Your plan stops renewing on {date}."
3. Changed your mind? Click Keep renewing. The message "Renewal is back on." confirms it.

When the period ends the workspace falls back to Free: 1 project, 1 seat, 10 tracked keywords and the monthly top-up to 200 credits (if this workspace holds your account's Free slot). Credits left in your balance stay there. If the workspace also owns the lifetime license, it reverts to bring-your-own-key mode instead; see Bring your own key.

Warning: After falling back to Free, scheduled trackers that exceed the Free limits or the balance will skip runs and eventually pause. See Running out of credits.

#Past-due payments

If a renewal payment fails, the Plan tile shows Payment past due and the billing page displays:

"The last payment failed. Update the payment method to keep your credits flowing."

Click Update payment method to open Paddle's payment page and fix the card. Monthly credits are granted when the payment succeeds.

#Refunds

Refunds are issued through Paddle. When a refund is approved, the credits granted by that transaction are reversed from your balance, recorded in Credit history with the type Refund. The balance never goes below zero, even if some of those credits were already spent.

#Buying the lifetime license

1. If you have a monthly subscription, click Cancel at period end and wait for the period to finish; until then the lifetime card reads Cancel your plan first.
2. Click Buy lifetime license and complete the one-time $399 checkout.
3. The workspace switches to bring-your-own-key mode, the card reads Owned, the monthly plan cards read Included in your license, and a Lifetime license activated notification appears.

#Related

• Plans and pricing
• Credits explained
• Credit packs and codes
• Bring your own key