Table of Contents
Changing Your Plan
Upgrade or downgrade anytime with pro-rated payments. You'll get credits for unused time. Access Settings > Billing to change your plan instantly without worry.
Table of Contents
You can upgrade or downgrade your HelpDocs account anytime you like. You don't even need the credit card you signed up with.
Before you switch, the Billing tab shows you exactly what would change. You'll see which features you'd gain, which you'd lose, and where your usage is already over what a plan allows.
What You're Using Today
Head to Settings > Billing. Underneath Your plan you'll find What you're using, which is built from how your account is actually set up rather than from what your plan allows.
You get your team size, how many seats you're using, and how read-only readers sign in. Then two lists:
- Switched on: everything you're genuinely using, with the numbers where they matter (languages live, API keys, days of analytics retained)
- On your plan, not in use: things your plan includes that you've never turned on. These are safe to leave behind
Seeing What Would Change
Scroll down to How you'd fit on our current plans. There's a card for each plan we sell today, and a Monthly / Yearly toggle to switch the prices between billing terms.
Each card carries a badge summing up how you'd fare on that plan:
Badge | What it means |
Everything fits | Nothing you're using today would be lost or squeezed |
You'd lose features | Something you're using isn't on that plan, or your usage is over its allowance |
Team too large | Your team is bigger than the plan includes seats for |
Best fit | Our pick of the plans that everything fits on |
Underneath the badge, the card breaks the change down into up to five lists:
List | What's in it |
You'd lose | Features you're using that the plan doesn't include at all |
Over the allowance | Where you're already using more than the plan allows |
Smaller allowance | Limits that would come down, shown as old → new |
You'd gain | Features and bigger allowances you'd pick up |
Not on this plan (unused) | Things the plan drops that you weren't using anyway |
An Upgrade
On a plan that fits, you'll only see You'd gain. Here every allowance goes up and nothing is lost, so the card reads Everything fits.
A Downgrade
Going the other way, the card is explicit about the cost. This one would drop four features outright, and the account is already using 4 languages where the plan allows 3, so that shows up under Over the allowance rather than being buried in the small print.
Pro-Rated Payments
We pro-rate payments on your account. That means that if you upgrade mid-way through a billing cycle, you'll get a credit for any time you've already paid for. If you switch from monthly to yearly billing we'll do the same.
It's totally automatic so you never need to worry about overpaying.
How to Switch Plans
- Head to Settings > Billing
- Choose Monthly or Yearly billing on the plan cards
- Check the card for the plan you're moving to, so you know what you'd gain and lose
- Hit Switch to that plan, and you'll be taken to the billing portal to finish up
- Click Update plan and pick the same plan and billing term🇪🇺 You might see VAT added to your price. Read more about that over here
- Click Continue and you'll be taken to a review screen
- Review the information and payment type and click Confirm if you're happy to change plans
- You'll be moved to the new plan, and the Billing tab will show it as your current plan
When You'll Need to Talk to Us
Some accounts can't switch from the Billing tab, and you'll see a Contact support button instead of Switch to. That happens when:
- Your plan was set up specially for you, so changes go through us rather than the billing portal
- Your account pays for other accounts too, so we handle plan changes for you
- Your account is under review
- Your team is bigger than the plan includes seats for. We'll sort the extra seats out with you
What did you think of this doc?
Cancelling Your Account
Billing Troubleshooting
