Change or cancel your plan

The workspace owner changes the plan on Settings → Billing. Invoices, your card and cancelling are on Stripe's billing page, opened from Invoices & payment.

Change your plan

1. 1

   Open Billing

   Go to Settings → Billing and scroll to the three plans. Yours is marked Current plan.

2. 2

   Pick monthly or yearly

   Use the Monthly / Yearly switch above the plans. It starts on how you're billed now. A year costs ten months: Growth is $99 a month or $990 a year.

3. 3

   Pick the new plan

   Select Switch to and the plan's name, for example Switch to Pro. To keep your plan and change only how it's billed, select Switch to yearly or Switch to monthly on your plan's card. If you haven't subscribed yet, the button reads Choose Pro instead and takes you to Stripe to pay.

4. 4

   Confirm

   A box tells you what you'll be charged or credited. Select Switch plan.

5. 5

   Check the change

   The plan card at the top shows the new plan, and you'll see "You're on the … plan, billed …".

What happens to the time you've paid for

Every change takes effect straight away. What you pay depends on the direction:

• A bigger plan, or monthly to yearly: you're charged now, less the unused part of your current plan. For example, moving Growth from monthly to yearly: "You'll be charged $990 today, less the unused part of your monthly plan." A bigger plan billed the same way costs the difference for the rest of the billing period.
• A smaller plan, or yearly to monthly: nothing is charged now. "The unused part of your yearly plan is credited to your account and used on your next invoices." Stripe keeps the credit on your account until it's used up; it isn't paid back to your card.

Moving to a smaller plan

You can only move down when your usage fits the smaller plan. If it doesn't, the plan's button reads Downgrade and is greyed out, with the reason below it, for example "You have … active requests and … team members. Starter allows 20 and 1."

To make it fit:

• Complete or cancel requests you no longer need. Drafts don't count.
• Remove people with Remove from team on the Team page.

Pending invitations don't stop the change, but once the plan is full nobody else can join.

Cancel your plan

Select Invoices & payment on the plan card, then cancel on Stripe's page.

After you cancel:

• The plan shows a Cancelling badge and "Ends on" with the last day you've paid for.
• You keep your plan until then. You can renew it from Invoices & payment before that date.
• When it ends, your workspace moves to Starter's limits. Nothing is deleted: requests keep collecting and files follow your usual retention period. Choose a plan again whenever you like.

Invoices and your card

Invoices & payment opens Stripe's billing page. There you can download invoices and receipts, change your card and update your billing details. It appears once you've subscribed.

If a payment fails, the plan card shows a Payment due badge. You keep your plan while Stripe tries the payment again, but you can't change plans until it's paid. Update your card in Invoices & payment.

Good to know

• Prices are in USD and billed monthly or yearly. Payments are handled by Stripe, and card details never reach GarnerDocs.
• Changing the owner doesn't change the plan, the renewal date or the card.