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When an upgrade applies, and when a downgrade does

Permission: Owner only

An upgrade applies immediately and is prorated; a downgrade is scheduled for the end of the period you already paid for. Know why, and what happens to your data.

You clicked upgrade and everything changed in seconds. Then you wanted to downgrade and were told it applies on a later date — why the difference? Because one gives you something you just paid for, and the other takes away something you have already paid for.

Upgrading: immediate

  • It applies the same instant, and you get every feature of the higher plan right away.
  • The price difference is prorated across the remainder of your cycle and charged on the spot — you don't pay twice for days you already bought.
  • The amount shown before you confirm is exactly the amount charged — it can't drift between reading it and clicking.
  • If your bank declines or asks for extra verification, your plan does not move, and you're taken to the invoice payment page.

Downgrading: scheduled for the end of your cycle

A downgrade doesn't apply today — it's scheduled for the end of the period you paid for. Nothing is taken from you today and nothing is refunded: you keep every feature of your current plan until that date, then move to the lower one.

Note: Why? Because an immediate downgrade means losing storage and daily call limits in the middle of a month you paid for in full, in exchange for a small refund. Scheduling protects you from your API integration going dark an hour after a decision meant to save a few dollars.

  • You can cancel a scheduled downgrade any time before it lands and stay on your current plan as if nothing happened.
  • A downgrade during the free trial applies immediately, because no money was paid in the first place.
  • Your custom roles are frozen, not deleted, on a downgrade. They start working again the moment you return to a plan that supports them.
  • API keys and report schedules stay visible, and you can still pause or delete them after a downgrade. What you lose is the ability to create, never the ability to withdraw.

Changing your billing cycle

  • Monthly to yearly: available any time, prorated on the spot. The amount is less than a full year's price, because the switch buys up to your existing renewal date.
  • Yearly to monthly: not available mid-term, because you've paid for months you haven't used yet. Contact support to arrange it.
  • During the free trial, switching between cycles is open in both directions — nothing has been paid yet.

Going back to the free plan

Going back to free is different from downgrading between paid plans: it applies immediately and cancels your subscription on the spot. Before it runs, your current usage is checked against the free plan's limits — your project count, your file storage, and your ready task lists.

Warning: If your usage exceeds the free plan's limits, you get the full list of blockers at once, not one at a time. Clear them all (archive projects, delete files, reduce ready task lists), then try again.

The result? No surprises. You know exactly when your account changes, how much is charged, and what stays where it is.