How to upgrade from a trial plan to a paid plan
The account admin can access the billing portal here to upgrade your account's plan.
Navigate to the "Plan Subscriptions" module of your billing dashboard. You can get there in three different ways.
The first is to simply click the "Upgrade Now" button near the top of your screen.
Alternatively, you can click on your user icon in the top right corner of the screen, then click the "Billing" tab in the fly-out window that appears.
Alternatively, the Billing page can also be accessed through the sidebar on the homepage, by hovering the sidebar then clicking Billing. When the sidebar is collapsed, you can simply click the money symbol as well.
Once you arrive on the Billing page, you will see different sections to update: Plan, Campaigns, Addons, and Payment Details. You can begin making changes by clicking on the Update button that appears on each section.
First, let's take a quick look at what each section does. We'll kick things off with the Plan section.
Plan - This section will allow you to switch to a different plan. By default, the Agency plan will be selected and highlighted, as this is the plan tier all of our trial accounts experience. To switch plans, just click on the relevant box. Your selection will automatically highlight the chosen box
Campaign - This section will allow you to change your campaign limit. This limit influences the billing amount attributed to your account. Kindly note that there are minimum campaign limits for each plan, they are Freelancer (5), Agency (10) and Enterprise (50). You will not be able to go lower than the limit of each plan. Click the plus or minus buttons to change the number of campaigns.
Payment details - This is where you decide how you want to pay for your subscription. You currently have two options: credit card or PayPal. Remember, hitting the Save button will solely retain this information; it won't trigger the plan purchase.
If using PayPal, click the dot, then enter your address and zip code. When you click Save, it will automatically launch a popup window where you will be redirected to PayPal to authenticate your credentials and complete the purchase on the PayPal site.
Purchasing your plan
Begin by clicking on the Update button within each section to initiate your changes.
Pro Tip: Maximize efficiency by making changes in all three sections at once and then saving them collectively.
Any modifications you make will be instantly reflected in the Subscription Summary section on the right side.
After making your changes you will be given the option to choose whether you want monthly or yearly billing. Neither of our standard plans, Freelancer or Agency, come with any contract, you're able to cancel the next renewal at any time. The yearly option comes with 2 months free built into the pricing; due to this substantial upfront discount, we do not offer pro-rated or partial refunds if you cancel the subscription partway through the year.
Finally, click on the Update Subscription button at the bottom of the Subscription Summary window to confirm your changes.
Voila! When you spot this message, it means your account has been successfully updated.