Account & Billing

Upgrading Your Plan and How Prorated Billing Works

Updated

Upgrade to a bigger plan — through checkout the first time, or through the billing portal if you're already subscribed.

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Overview

Upgrade to a bigger plan. Which route you take — and how you're charged — depends on whether you already have a subscription.

Step-by-step

Your first paid plan

  1. Open Settings → Billing → Change plan. The Change plan cards

  2. Set Monthly / Annual, then click Switch to [plan].

  3. Complete Stripe checkout — first-time subscribers get a 14-day free trial.

  4. Your new limits apply immediately once the subscription is active.

Already subscribed

  1. Click Manage billing — this opens the Stripe billing portal.

  2. Change your plan there — Surveti routes plan changes for live subscriptions to the portal, and Stripe applies its proration rules to the switch.

How proration works

When you change mid-cycle, Stripe credits the unused portion of what you've already paid against the new plan's charge — you're not billed twice for the same days. The same applies to add-ons: buying extra seats or a storage pack mid-cycle creates prorations, so you pay only for the remainder of the period, then the full amount each cycle after.

Tips

Tip: Upgrade as soon as you know you need it rather than near period end. Proration means an early upgrade costs only the difference for the days remaining — waiting doesn't save you money, it just delays the headroom.

Note: Starting a fresh checkout while a subscription is live is rejected — "A subscription already exists — use the billing portal to change plans." That's the expected path, not an error.

Put it to work in Surveti.

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