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.
Where to Manage Your Subscription
All subscription management happens in your Faturamento 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 Faturamento tab in the left sidebar
On the Faturamento 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.
Nota: You must be the account owner or have billing permissions to access and modify subscription settings. If you don't see the Faturamento tab, contact your account owner to request access.
Upgrade or Downgrade Anytime
You can change your plan at any time without penalty. Here's how it works:
To upgrade your plan:
- Va para Configuracoes > Faturamento
- Scroll down to the "Available Plans" section
- Click Upgrade next to the plan you want (Pro or Equipe)
- 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:
- Va para Configuracoes > Faturamento
- 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.
Importante: If you're downgrading from Pro or Equipe 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.
Change Your Credit Card Information
Keep your payment information up to date to avoid service interruptions. To update your payment method:
- Navigate to Settings > Faturamento
- 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.
Change Between Monthly and Annual Faturamento
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:
- Va para Configuracoes > Faturamento
- In your current plan section, click Switch to Annual Faturamento
- 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:
- Va para Configuracoes > Faturamento
- Click Switch to Monthly Faturamento
- 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.
Add or Remove Equipe Members
If you're on a Pro or Equipe plan with multiple users, you can add or remove user seats as your team grows or changes.
To add user seats:
- Navigate to Settings > Faturamento
- 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 > Equipe to invite new users to your account.
To remove user seats:
- Va para Configuracoes > Faturamento
- 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.
Nota: Equipe plans require a minimum of 3 users. If you need fewer than 3 users, you'll need to switch to the Pro plan instead.
O que 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
- Faturamento 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