For AI agents: a documentation index is available at /llms.txt. A markdown version of this page is available at /guide/cloud/plans/manage-subscription.md.
Manage your subscription
Upgrade, downgrade, handle trials and find your invoices.
Billing lives in workspace settings and is available to admins.
#During the trial
Every plan starts with a 14-day free trial at the full feature set of the tier you picked. No card is required to start.
Your data is not deleted when a trial ends
If you do not subscribe, the workspace locks rather than being wiped. Add a payment method and everything is there.
#Subscribing
Open Settings โ Subscription
Admin only.
Pick your tier
Compare in Plans and limits. Choose for what you need in the next quarter, not the next year โ changing later is straightforward.
Add payment details
Card details are handled by the payment processor.
Confirm
Access continues without interruption from the trial.
#Upgrading
Upgrades take effect immediately โ the new tier's features appear as soon as the change is processed, and billing is prorated.
Upgrade when you hit one of these:
You need sprints, custom fields, timesheets, or Git integration โ or you have run out of the 10-project cap.
You need resource management, advanced reports, SSO, audit trail, or API access.
#Downgrading
Downgrades take effect at the end of the current billing period, so you keep what you paid for.
Check what you lose first
Downgrading removes access to that tier's features and applies its limits. If you have 40 projects and move to Basic โ a 10-project tier โ sort out which projects to archive before the change, not after.
Data is not deleted on downgrade; it becomes inaccessible until you upgrade again. Export anything you need first โ see Import and export.
#Invoices
Invoices are in Settings โ Subscription โ Billing history, downloadable as PDF. Update your billing address and tax details there too โ they appear on future invoices, not past ones.
#Payment problems
Payment failed
We retry a failed charge before suspending anything. Update the card in Settings โ Subscription. Suspension locks the workspace; it does not delete data.
Need to change the card
Add the new card and remove the old one in the same visit, so no charge falls between them.
Need a VAT or GST number on the invoice
Add it to your billing details. It appears on subsequent invoices; ask support to reissue an existing one.
Want annual billing or a PO
Contact sales โ annual terms and purchase-order billing are available for larger accounts.
#Cancelling
Cancel in Settings โ Subscription. Access continues to the end of the paid period.
Export your data first
Do this while you still have full access, not after cancellation.
Tell your team
Give people time to retrieve anything they need.
Then cancel
You keep access until the period ends.
#Need one feature from a higher tier?
Individual features can be enabled per company independently of the plan. If a single capability is driving an upgrade, ask first โ it may not be necessary.