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Use this page to move to a smaller or different plan, lower your monthly order limit, remove a product, or change between monthly and yearly billing. To move to a larger plan, see How to upgrade your plan.
Plan changes take effect immediately — including downgrades. The new plan’s included orders and overage rate apply to the whole current billing period, and nothing stops you from choosing a plan below this month’s order volume. Orders above the new limit are billed at its overage rate at the end of the period.

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Switch a card-billed plan

1

Open Billing

In the Upstack dashboard, go to Settings → Billing and open the Overview tab.
2

Choose the change

  • Monthly to yearly: click Save $X by switching to yearly on your plan card (the amount shown depends on your plan).
  • Lower order limit: click Change order limit, move the Monthly Orders slider, and click Continue.
  • A different or smaller plan, or remove a product: click Change or remove products. On Change Your Plan, click Downgrade, Switch, or Switch to monthly / Switch to yearly on the plan you want.
3

Confirm what changes

If the plan is marked REVIEW REQUIRED, a Confirm plan change dialog lists what You’ll gain and You’ll lose. Click Switch to the new plan to continue.
4

Review and confirm

On Review Your Plan Change, check the Current Plan and New Plan, the Billing Cycle (you can switch between Monthly and Yearly here too), Orders Included, and Overage Rate. Click Change Plan.
5

Done

You’ll see Plan Changed Successfully. The change takes effect immediately and the price difference for the rest of the billing period is prorated. If you’re in a trial, your trial end date doesn’t change.
If your current plan is no longer offered, you’ll see A few things to know before the review — your current rate isn’t available once you switch. Click I understand, continue to proceed. Switching from a plan that’s no longer offered starts a new billing period on the day you switch.

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Switch a Shopify-billed plan

1

Open Billing

Go to Settings → Billing and click Change Plan on the Overview tab.
2

Keep your Shopify plans

In the dialog that opens, click Stay on legacy Shopify plans.
3

Pick a plan

On Change Your Plan, click Downgrade or Switch on the plan you want. Shopify-billed plans don’t have a monthly / yearly option.
4

Review and confirm

On Review Your Plan Change, check the plans — both are listed as Billed through Shopify — and click Change Plan.
5

Approve in Shopify

Approve the change in Shopify (a free plan doesn’t need approval). You’re returned to Upstack, which shows Completing Subscription… and then takes you back to Billing. The new plan applies once Shopify approves it.

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If the change doesn’t go through

Plans can’t be changed while an invoice is unpaid. Pay the balance first — see How do I update my payment method? — then try again.
That change isn’t available from your current plan. Hover over the button to see why, or contact support@upstackdata.com.
Plans with several products can’t move back to a plan that’s no longer offered. Contact support@upstackdata.com for help choosing a plan.
Click Try Again. If it still fails, contact support@upstackdata.com with your store URL.

How to upgrade your plan

Plans and Pricing

Cancel Your Subscription

Billing FAQ