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Change or cancel your plan

Review upgrades, scheduled changes and cancellation without confusing billing with certificate status.

  • Moving up takes effect when your payment is confirmed, and starts a new plan year with the new allowance.
  • Renewing early extends from your current end date, so you don't lose any time.
  • If you stop paying, the plan lapses at the end of its term. Your plan's included certificates stop, but any credits you bought keep working until they expire.
  • A lapsed paid plan also drops to one team seat. Renew from Billing, or add credits, before the next event.

A plan change does not itself withdraw issued certificates. Their own expiry, replacement and withdrawal status still applies.

Inspect the change before confirming

Open Billing and compare your current plan, interval and renewal date with the proposed plan. An upgrade, a downgrade, a switch between monthly and yearly billing, and a cancellation are different actions. Read the displayed effective date and payment requirement for the specific change.

Scheduled downgrades and cancellations

The billing workflow can schedule a lower plan, interval change or cancellation for the end of the current period. Check the scheduled change shown on Billing. If the interface offers cancellation of that pending change, use it before the change takes effect and verify the resulting state.

A lower plan may allow fewer team members or active sets. Resolve any action-required notice before the effective date. Keep at least one valid owner and coordinate with teammates before removing their access. Archiving a completed set is different from withdrawing its certificates.

After a paid change

  1. Track the order until payment is confirmed.
  2. Check that the intended plan and billing interval are active.
  3. Inspect the allowance period and currently opened balance, including any first-month restriction on a new monthly plan.
  4. Check the features and seat limit you intended to change.
  5. Retain the invoice and contact support if payment is approved but the change has not applied.

A billing change does not itself revoke issued certificates. Their signed expiry, correction and withdrawal history still determines whether they remain current. Cancellation does not imply an automatic refund; use the applicable order terms and support for payment questions.

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