How proration works + when changes take effect.
Change plans whenever you need — we make it painless.
Upgrading (Free → Pro, Pro → Team)
Effective immediately. We:
- Charge a prorated amount for the rest of the current billing period
- Apply the new plan's quotas to your account on the spot
- Restart your billing cycle on the upgrade date (or keep your existing anchor — you choose)
Open Account → Billing → Change plan, pick the new tier, confirm.
Downgrading (Pro → Free, Team → Pro)
Effective at the end of your current billing period. We:
- Keep you on the higher plan until the period ends
- Send you a reminder email 7 days before the change
- Trim your usage to fit the new quotas at the cutover (e.g. excess Atlas wallets become read-only — never deleted)
Trim mechanics:
- Excess wallets in Atlas: oldest go read-only first
- Excess audit credits: roll over indefinitely
- Excess seats: oldest member added becomes read-only first
You can re-activate any read-only resource by upgrading back.
Switching cycles (monthly ↔ annual)
Annual plans save 50%. Switch at any time:
- Monthly → Annual: prorated upgrade. We credit the unused portion of your current monthly bill.
- Annual → Monthly: takes effect at the next renewal. No refund of the discounted annual fee.
Cancelling
Account → Billing → Cancel subscription. You'll keep access through the end of the paid period, then drop to the Free plan. Your historical data is preserved indefinitely — you can resume anytime.
We never delete your audits, scans, or compliance receipts when you cancel.
Failed payments
If a charge fails, we retry 3 times over 7 days. After that, we downgrade you to the Free tier and email you. Your data stays put.
Invoices & receipts
All invoices auto-email when issued. Download anytime from Account → Billing → Invoices. They include your tax ID if you've added one.
For VAT / GST compliance: add your business details in Account → Billing → Tax details.