Changing Your Plan

Taylor Sloane Updated by Taylor Sloane

You can upgrade or downgrade your HelpDocs account anytime you like. You don't even need the credit card you signed up with.

Only certain user roles can manage billing

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.

Changing Your Plan

  1. Head to Settings > Billing
  2. Click Go to billing portal
  3. Click Update plan
  4. Choose Monthly or Yearly billing
  5. On the plan you'd like to move to hit Select
    🇪🇺 You might see VAT added to your price. Read more about that over here
  6. Click Continue and you'll be taken to a review screen
  7. Review the information and payment type and click Confirm if you're happy to change plans
  8. You'll be moved to the new plan and it'll show inside the Billing portal

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