Help › Billing
Your plan and your invoices
Changing plan, updating a card, and what happens if a payment fails.
Settings → Billing.
Changing plan
Pick a different plan and confirm. It takes effect immediately, and the difference is prorated on your next invoice — you are not charged twice for the same month.
Your card
Card details go straight to the payment processor and never touch the CRM's own server. Updating a card is the same form.
Invoices
Every invoice is listed with a link to the receipt. Download them whenever you need them.
If a payment fails
You get a warning in the CRM and by email, and there is a grace period before anything stops. Nothing is deleted — the workspace becomes read-only until the payment goes through, and everything comes straight back when it does.
Cancelling
You can cancel yourself, and it takes effect at the end of the period you have already paid for. Export your contacts first if you want a copy: Contacts → Export.
Only an account owner can see this page or change a plan. If you are a sales rep and need something changed, your owner does it.