Changing your plan is self-service from the dashboard. Whether you're moving up a tier, trimming seats, switching billing period, or cancelling, this article covers what happens and the one thing to watch on downgrades.
Upgrading or changing your plan
From your dashboard you can change tier (Pro ↔ Team), adjust add-on seats, or switch between monthly and annual billing. The change applies immediately — your tier and seat count update right away — and Stripe handles proration automatically, so you're only charged the difference for the time remaining in your period.
Downgrading — the one gotcha
You can't reduce your seat count below the number of terminals you're actively using. If you try to downgrade a tier or remove seats while more terminal keys are connected than the new limit allows, the change is rejected (a "seats in use" error) until you free up enough seats first. Revoke the terminal keys you no longer need — see Rotating or revoking a terminal key — then retry the downgrade.
Aside from that guard, downgrades work the same way as upgrades, with proration applied.
Switching monthly ↔ annual
You can move between monthly and annual billing from the same controls. Annual works out to roughly two months free versus paying monthly, so it's usually the cheaper choice if you're staying on.
Cancelling
To cancel, open the Stripe Customer Portal from your dashboard billing page. From there you can cancel the subscription; you keep access until the end of the period you've already paid for, after which the account returns to the free (read-only) tier — your terminal keys and data remain, they're just limited to free-tier capabilities.
Managing payment method
The same Stripe Customer Portal is where you update your card and billing details. See Finding invoices and receipts for pulling past invoices from the same place.
Next steps
Not sure which tier you want? See Plans and tiers explained and Choosing a plan and subscribing.