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Knowledge Base / Account & Billing / Billing Plan

Billing Plan

Common questions about Billing Plan answered in plain English. Part of the Account & Billing section of our agent knowledge base.

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Where do I see what plan I am currently on?

Open Account Settings → Billing. The card at the top of the page shows your current plan name, your next charge amount, the date of your next charge, and when your subscription started — all pulled live from Stripe.

If the eyebrow on that card says Cancellation scheduled instead of Your subscription, you've already cancelled and the date shown is when access ends.

How do I switch to a different plan?

From the Billing tab, click Switch Plan on your subscription card. That reveals the plan picker — click Subscribe on any other plan card and confirm the swap.

Stripe prorates the difference automatically, so you're not double-charged. If you upgrade mid-cycle, you'll only pay the gap to bring you up to date on the new tier. If you downgrade, the credit applies against your next invoice.

Your subscription stays continuous — no gap in access, no need to re-enter your card.

Can I switch between monthly and yearly billing on the same plan?

Yes — if your plan supports both billing periods, you'll see a Switch to yearly (or Switch to monthly billing) button on your subscription card. One click swaps the billing period without changing your plan or losing any features.

Yearly billing saves roughly 33% compared to paying monthly. As with any plan change, Stripe prorates the switch so you only pay the difference.

If you don't see the switch button, your current plan only offers one billing period — for example, some of the higher-tier plans are monthly-only.

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