Plan changes happen at /t/{slug}/billing/upgrade. Owners can reach this page anytime — from the trial banner, from the Admin → Billing menu, or directly from any 402 redirect when you hit a feature you do not have.
How the upgrade page works
- Pick a billing cycle (monthly or annual) — the toggle is at the top of the page.
- Click the Switch to X button on the tier you want.
- You are redirected to Stripe Checkout (when Stripe Billing is wired) or — during the launch period — flipped directly. Either way, the change is immediate.
- Within 5 seconds of the success callback, your
billing_statusis active, your nav rebuilds with the new plan's features, and any quotas update.
During the rollout phase, the upgrade flow is a direct admin-style swap with no Stripe Checkout in front of it. Stripe Cashier integration is staged for the next billing release. Until then, no card is charged — this is fine for invited beta tenants and internal testing, not for general sale.
Changing tiers later
The same upgrade page handles upgrades, downgrades, and cycle changes. Stripe prorates the difference automatically:
- Upgrade mid-cycle (Seedling → Growth on day 10): you are charged the prorated difference for the remaining 20 days of the cycle.
- Downgrade mid-cycle (Estate → Growth): a credit is added to your account to consume on the next renewal.
- Monthly → annual: remaining monthly time becomes a credit on the annual invoice.
The billing portal
For card updates, downloading invoices, or canceling, use Billing → Portal. This redirects to Stripe's hosted Customer Portal where you manage payment methods and subscription state. Cancelling here does not freeze you immediately — your access continues until the end of the current paid period.
Downgrading to a tier whose limits you exceed (e.g., 800 active clients on Growth → Seedling's 100-client cap) does not auto-archive anything. Existing records keep working; you just cannot add more until you free up room or upgrade back.