Upgrade or Downgrade Your Plan
Learn how plan changes affect access, Credits, and your next billing period.
1. Overview
This article explains changing your plan and the account information you should review before taking action.
Use Billing in your Dashboard to check the details available for your account and make decisions based on the information shown.
2. When to Change Your Plan
The available information can help you understand what to consider before you continue:
Related charge or invoice details
Current plan details
Billing cycle information
Review these details carefully so the next step fits your account and current needs.
3. Before You Make a Change
Your Dashboard provides a central place to review the information related to changing your plan.
Before you continue, check the account details that are currently shown.
Current plan details
Billing cycle information
Available Credits or usage
Checking the available information first helps you avoid unnecessary account changes.
4. How to Upgrade
Start from the Billing area of your Dashboard to review the option available for your account.
Follow these general steps:
1. Open Billing from your Dashboard.
2. Review the relevant account details.
The confirmation details shown in Billing provide relevant account-specific guidance.
5. How to Downgrade
The information displayed during this process explains how the selected action relates to your account.
Review the current details and any timing shown before confirming.
Billing cycle information
Use the details shown in Billing rather than relying on assumptions.
6. What Changes With Your Plan
Billing and your Dashboard show records and account details relevant to changing your plan.
Depending on your account, you may need to review:
Current plan details
Billing cycle information
Available Credits or usage
Relevant account records
Keep the information accurate so it remains useful for future account review.
Useful records may also include:
Relevant invoice copies and confirmation details
7. Managing Your Plan
Keeping relevant account information organized makes future review easier.
Relevant account records
Account status information
Related charge or invoice details
Current plan details
Use Billing records as a reference for your internal process.
8. Timing of Plan Changes
Timing and status for account activity are shown with the relevant Billing details.
Account status information
Related charge or invoice details
Use the available information instead of making assumptions about timing.
9. If You Need Help
If something does not look right, review the account information before taking further action.
Have these details ready:
Account status information
Related charge or invoice details
The information shown for your account is the best starting point for resolving a question.
10. Key Takeaways
changing your plan is managed through Billing
Review account details before confirming
Use your Dashboard to check status
Keep relevant records available
Follow the information shown for your account
