Upgrade your plan
Whenever your usage outgrows your plan (or you want features the next tier unlocks), upgrading is a single Stripe checkout.
How
/billing → find the plan you want in the Plans grid → click Get started on that card.
A toggle above the grid lets you pick Monthly or Annual (annual saves about 20% and is billed yearly).
Clicking the CTA opens Stripe’s hosted checkout in a new tab.
In the checkout
- Pre-fills your email from Clerk
- Asks for payment method (card / Apple Pay / Google Pay / depending on region)
- Shows the prorated charge — you pay only the remaining portion of the cycle on the new plan, minus what you’ve already paid on the old one
Complete payment. Stripe redirects you back to /billing?upgraded=1.
What happens immediately
- Your
organisations.planflips to the new tier - Plan limits update (agents, platforms, calls/month, audit retention)
- Features unlock (push, anomaly detection, audit export, delegates, forensics, SSO — depending on the tier)
- Audit retention recalculates — older rows that were pruned under the old plan are gone, but new rows are retained at the new policy
Plan changes mid-cycle
- Upgrade — takes effect immediately, prorated
- Downgrade — takes effect at the end of the current cycle (see Cancel subscription)
You can switch between Monthly and Annual at any time. Switching from Monthly to Annual usually applies the annual discount on the next renewal.
If checkout fails
- Card declined — Stripe surfaces the reason; try a different method
- 3D Secure / SCA challenge — complete in the popup
- Network error — close the checkout, try again from
/billing
No partial charges happen — Stripe either completes the upgrade or doesn’t.
Past-due state
If a renewal payment fails, you end up in plan_status: past_due. A red banner appears across the dashboard:
“Your last payment failed. Update your payment method to keep your account active.”
Click Update payment to go to the Stripe portal and add a fresh method. Once it succeeds, the banner clears and you stay on your current plan.