> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upstackdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to upgrade your plan

> Upgrade your Upstack Data plan from Settings → Billing: raise your monthly order limit, add a product, or move to a larger plan. Changes take effect right away.

Upgrade when your store needs more monthly orders or a feature from a larger plan. Plans are priced on monthly orders: orders above your plan's included orders are billed at the plan's overage rate at the end of the billing period.

To move to a smaller plan or change your billing cycle, see [How to switch plans](/billing/how-to-switch-plans). Not sure how you're billed? See [How do I identify my billing method?](/billing/how-do-i-identify-my-billing-method).

## Upgrade a card-billed plan

<Steps>
  <Step title="Open Billing">
    In the [Upstack dashboard](https://app.upstackdata.com), go to **Settings → Billing** and open the **Overview** tab.
  </Step>

  <Step title="Choose what to upgrade">
    * **More monthly orders:** click **Change order limit**, move the **Monthly Orders** slider, and click **Continue**. For the highest volumes, click **Request a Quote**.
    * **Add a product:** in the **Available** section, click **Upgrade** or **Add** on the product's card.
    * **A larger plan:** click **Change or remove products**. On **Change Your Plan**, set the **Monthly Orders** slider and the **Monthly** / **Yearly** toggle, then click **Upgrade** on the plan you want.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review and confirm">
    On **Review Your Plan Change**, check the **Current Plan** and **New Plan**, the **Billing Cycle**, **Orders Included**, and **Overage Rate**. Click **Change Plan**.
  </Step>

  <Step title="Done">
    You'll see **Plan Changed Successfully**. The new plan takes effect immediately, your card on file is used, and the price difference for the rest of the billing period is prorated.
  </Step>
</Steps>

<Tip>
  When you open a feature your plan doesn't include, click **Upgrade Plan** on the prompt to go straight to **Change Your Plan**.
</Tip>

## Upgrade a Shopify-billed plan

<Steps>
  <Step title="Open Billing">
    Go to **Settings → Billing** and click **Change Plan** on the **Overview** tab.
  </Step>

  <Step title="Keep your Shopify plans">
    In the dialog that opens, click **Stay on legacy Shopify plans**.
  </Step>

  <Step title="Pick a plan">
    On **Change Your Plan**, click **Upgrade** on the plan you want.
  </Step>

  <Step title="Review and confirm">
    On **Review Your Plan Change**, check the plans — both are listed as **Billed through Shopify** — and click **Change Plan**.
  </Step>

  <Step title="Approve in Shopify">
    Approve the new charge in Shopify. You're returned to Upstack, which shows **Completing Subscription…** and then takes you back to Billing. The new plan applies once Shopify approves the charge.
  </Step>
</Steps>

<Note>
  For Shopify-billed accounts, start plan changes from **Settings → Billing → Change Plan** rather than the **Upgrade Plan** prompts on locked features.
</Note>

## If the change doesn't go through

<AccordionGroup>
  <Accordion title="&#x22;Please pay your outstanding balance before changing plans&#x22;">
    Plans can't be changed while an invoice is unpaid. Pay the balance first — see [How do I update my payment method?](/billing/how-do-i-update-my-payment-method) — then try again.
  </Accordion>

  <Accordion title="A plan shows Not Available">
    That change isn't available from your current plan. Hover over the button to see why, or contact [support@upstackdata.com](mailto:support@upstackdata.com).
  </Accordion>

  <Accordion title="&#x22;Unable to Complete Subscription&#x22; after approving in Shopify">
    Click **Try Again**. If it still fails, contact [support@upstackdata.com](mailto:support@upstackdata.com) with your store URL.
  </Accordion>

  <Accordion title="&#x22;Cannot change plan for a cancelled account&#x22;">
    A cancelled account can't change plans. Contact [support@upstackdata.com](mailto:support@upstackdata.com).
  </Accordion>
</AccordionGroup>

***

## Related Articles

<CardGroup cols={2}>
  <Card title="How to switch plans" href="/billing/how-to-switch-plans" />

  <Card title="Plans and Pricing" href="/billing/plans-and-pricing" />

  <Card title="Update Payment Method" href="/billing/how-do-i-update-my-payment-method" />

  <Card title="Billing FAQ" href="/billing/subscriptions-and-billing" />
</CardGroup>


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