If you’re between two plans, start lower. Moving up keeps everything you’ve already set up.
Change plan in Settings
- Open Settings.
- Choose Billing & Usage.
- Under Change plan, choose Starter, Pro, Max or Team.
Upgrades take effect immediately and Stripe invoices the prorated difference. Your records, configuration, and history stay with the workspace.
Self-serve plan changes keep your current billing interval. Moving up applies immediately, re-anchors your billing cycle to that moment, and credits the proration — the confirm screen says so before you agree to it. Moving to a lower plan uses the same Change plan control and takes effect at the end of your current billing period, with no mid-cycle refund and nothing you have set up removed. Changing between monthly and yearly billing, or moving into or out of Enterprise, is handled with the team.