Change your plan or payment card

<h2>Change plan</h2><p>Only the workspace owner can change a plan. An admin sees the billing page in read only mode and can pull invoices, which covers most of what a finance colleague needs without giving away the card.</p><ol><li><strong>Open Settings, then Billing.</strong> The current plan sits at the top with your renewal date and this month's usage beside it.</li><li><strong>Click Change plan</strong> and pick the one you want. The comparison shows tasks per month, the check interval and how long run history is kept.</li><li><strong>Read the price preview.</strong> It shows the amount charged today and the amount on your next invoice. These two numbers are different on an upgrade and that is expected.</li><li><strong>Confirm.</strong> An upgrade applies immediately, so a faster check interval is live within a minute or two. A downgrade applies at the end of the current period, so you keep what you paid for.</li><li><strong>Check the flow list.</strong> After an upgrade, anything paused for hitting a limit resumes on its own. After scheduling a downgrade, look at whether your current usage would fit the smaller plan.</li></ol><blockquote><p>Note: an upgrade is prorated. You are charged for the remainder of the current period at the difference between the two plans, and the full amount appears from the next invoice onward. The line reads as a partial charge and it is not a double bill.</p></blockquote><h2>Replace the payment card</h2><ol><li><strong>Open Settings, then Billing, then Payment method.</strong></li><li><strong>Click Add card</strong> and enter the new details. Card data goes straight to our payment processor and never touches a Syncline server.</li><li><strong>Set the new card as default.</strong> This is a separate click, and forgetting it is the usual reason a renewal still fails after somebody added a card.</li><li><strong>Remove the old card</strong> once the new one shows as default.</li></ol><p>A failed renewal does not close your account. We retry over five days and send an email each time, then pause flows on the sixth day. Everything comes back the moment a payment succeeds.</p><h2>What a downgrade does to running flows</h2><table><thead><tr><th>Feature</th><th>What happens on downgrade</th></tr></thead><tbody><tr><td>Flows over the new task limit</td><td>Keep running until the limit is reached, then pause</td></tr><tr><td>Check interval</td><td>Slows on the renewal date, not immediately</td></tr><tr><td>Run history older than the new window</td><td>Deleted after the renewal date, so export it first</td></tr><tr><td>Team members over a seat limit</td><td>Nobody is removed, invitations are blocked instead</td></tr><tr><td>Connections</td><td>Untouched</td></tr></tbody></table><h3>Invoices and receipts</h3><p>Every invoice is on the Billing page as a PDF, going back to your first payment. Add a billing email under Settings so invoices reach finance without going through you, and put your VAT or tax number in the same panel before the next renewal so it appears on the document itself. A number added afterwards cannot be applied to an invoice that already issued.</p>