Plan: Self-service for standard tiers; Enterprise is Contact us.
Steps
- Open Billing.
- Press Change Plan or Compare Plans.
- Choose Monthly or Annual (2 months free).
- Review the card for the tier you want (balance cap, seats, portal, promises, analytics, routing).
- Press Choose … on that tier, or Contact us for Enterprise.
- Complete checkout when prompted (card on file for paid plans).
What you keep
- Your invoices, debtors, sequences, and history stay with the account.
- Safety rails (stop on payment, dispute, Firm/Final approval default) stay on every tier.
- Features that need a higher plan unlock only after the new entitlement is active.
Top up instead of upgrading
Compare Plans may show capacity add-ons under Top up instead of upgrading (for example a balance batch that raises the ceiling while active). Some add-ons may show as not available yet in your environment — trust the button state on screen.
Downgrades
Moving to a cheaper tier is designed to take effect at period end where pending plan changes are supported, so mid-cycle chases are not cut off without warning. Confirm the on-screen effective date before you confirm. Records you already created (for example settlements or plans) should remain readable after a downgrade even if creating new ones is gated.