Gestionar tu Suscripción

3 min de lectura

Your SalesSheet.ai subscription is flexible and easy to manage. Whether you need to change your plan, update your payment method, switch billing cycles, or adjust the number of user seats, you can do it all from your billing settings.

Accessing Your Billing Settings

Billing settings dashboard showing current plan, payment method, and subscription management options

Where to Manage Your Subscription

All subscription management happens in your Billing settings. To access it:

Log in to your SalesSheet.ai account at app.salessheets.ai
Click your profile picture in the top-right corner
Select Settings from the dropdown menu
Click on the Facturación tab in the left sidebar

On the Billing page, you'll see an overview of your current plan, billing cycle, payment method, and next billing date. All the subscription management options are available from this central dashboard.

Note: You must be the account owner or have billing permissions to access and modify subscription settings. If you don't see the Billing tab, contact your account owner to request access.

Changing Your Plan

Upgrade or Downgrade Anytime

You can change your plan at any time without penalty. Here's how it works:

To upgrade your plan:

Go to Settings > Billing
Scroll down to the "Available Plans" section
Click Upgrade next to the plan you want (Pro or Team)
Select your billing preferences and number of users
Enter payment details if you haven't already
Click Confirm Upgrade

When you upgrade, you get immediate access to all new features. You'll be charged a prorated amount for the remainder of your current billing cycle, and then the full amount on your next billing date.

To downgrade your plan:

Go to Settings > Billing
Click Change Plan in your current plan section
Select the plan you want to downgrade to
Review what features you'll lose access to
Click Confirm Downgrade

Downgrades take effect at the end of your current billing period. You'll continue to have access to your current plan's features until then. You won't be charged for the lower plan until your next billing cycle begins.

Important: If you're downgrading from Pro or Team to Free, make sure you have 100 or fewer contacts. If you have more than 100 contacts, you'll need to delete or archive some before the downgrade takes effect.

Updating Payment Method

Change Your Credit Card Information

Keep your payment information up to date to avoid service interruptions. To update your payment method:

Navigate to Settings > Billing
Find the "Payment Method" section
Click Update Payment Method
Enter your new card details (number, expiration, CVV, billing address)
Click Save Card

Your new payment method will be used for all future charges. The change is immediate, and if you have a payment scheduled soon, it will use the new card.

You can also add multiple payment methods and select which one should be your primary card for recurring billing. This is useful if you want to keep a backup payment method on file.

Expiring cards: SalesSheet.ai will send you email reminders 30 days and 7 days before your card expires. Update your payment method before it expires to avoid any interruption in service.

Switching Billing Cycles

Change Between Monthly and Annual Billing

You can switch between monthly and annual billing at any time. Remember, annual billing saves you 20% compared to paying monthly.

To switch from monthly to annual billing:

Go to Settings > Billing
In your current plan section, click Switch to Annual Billing
Review the annual price and savings
Click Confirm Switch

When you switch to annual billing, you'll be charged immediately for the full year. Any unused time from your current monthly billing cycle will be credited toward your annual payment.

To switch from annual to monthly billing:

Go to Settings > Billing
Click Switch to Monthly Billing
Confirm that you understand you'll lose the 20% annual discount
Click Confirm Switch

The switch to monthly billing takes effect at the end of your current annual term. You'll continue to have access through the end of your paid year, then automatically switch to monthly billing at the standard monthly rate.

Managing User Seats

Add or Remove Team Members

If you're on a Pro or Team plan with multiple users, you can add or remove user seats as your team grows or changes.

To add user seats:

Navigate to Settings > Billing
Find the "User Seats" section showing your current number of users
Click Add Seats
Enter the number of additional seats you need
Review the prorated cost for the current billing period
Click Confirm

New seats are available immediately. You'll be charged a prorated amount for the remainder of your current billing cycle, then the full amount for all seats on your next billing date.

After adding seats, go to Settings > Team to invite new users to your account.

To remove user seats:

Go to Settings > Billing
In the "User Seats" section, click Remove Seats
Enter how many seats to remove
Review which users will lose access (last users added are removed first)
Click Confirm Removal

Seat removals take effect at the end of your current billing cycle. The affected users will receive an email notification 7 days before they lose access. Your billing will automatically adjust on your next billing date.

Note: Team plans require a minimum of 3 users. If you need fewer than 3 users, you'll need to switch to the Pro plan instead.

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Pro Tip: If you're approaching your annual renewal date and considering changing plans, wait until after renewal to make changes. This way, you'll lock in your current price for another year before switching, and you won't lose any prepaid time.

Qué Esperar

When managing your subscription:

Changes to your plan or billing cycle are reflected immediately in your account
You'll always receive an email confirmation when you make changes
Billing adjustments are automatically calculated and clearly shown before you confirm
Your data is never affected by subscription changes - everything is preserved
You can view a complete history of all subscription changes in the Activity Log
If you have questions, our support team can walk you through any subscription changes

Solución de Problemas

I updated my payment method, but my old card was still charged. Why?

If you update your payment method very close to your billing date, the charge may have already been initiated with your old card. Payment processing can begin up to 24 hours before the billing date. If your old card was charged after you updated, contact support and we can refund that charge and re-bill your new card.

Can I get a refund if I downgrade mid-cycle?

Downgrades take effect at the end of your current billing period, so you'll use your current plan until then. We don't offer prorated refunds for downgrades since you continue to have access to the higher-tier features. If you need to cancel completely instead of downgrading, see our article on canceling your subscription.

How do I view a history of all my subscription changes?

Go to Settings > Billing and scroll down to the "Billing History" section. Here you'll see all subscription changes, payment method updates, and charges. You can filter by date range and export this history as a CSV file for your records.