Manage your plan and billing

Choose your plan, upgrade or downgrade, and apply a promo code.

Before you start

• You need to be an account owner or admin.
• The three plans are Free, Pro, and Portfolio. They are set mainly by how many properties and teammates you have. Pro unlocks the value layer: bank payments (PAD), automated reminders, analytics, the T776 tax pack, accounting export, AI Assist, market benchmarks, and the wealth features. Portfolio adds unlimited properties and seats, bulk messaging, and the public API. Compare them on the pricing page.

Steps

1. Open Billing from the menu.
2. Review your current plan and what it includes.
3. Enter a promo code first if you have one, so the discount is applied to the payment.
4. Upgrade or downgrade to another plan.

What happens next

• Choosing a paid plan opens secure checkout, where you enter your card. Your plan changes once the payment goes through. A promo code is applied to that payment, so you pay the discounted price.
• If you already pay for a plan, switching plans updates your existing subscription and prorates the difference, so you are never billed twice. Where annual billing is offered, the same applies to switching between monthly and annual. If you do not see an annual option, plans are billed monthly.
• Choosing Free takes effect right away if you have no paid plan. If you do, it cancels at the end of your billing period and you keep your current plan until then.
• Upgrading unlocks gated features and raises your property and team limits. Downgrading re-locks features above your new plan.
• A page you cannot use on your plan shows a friendly upgrade screen, which names the feature, the plan that unlocks it, and the price, rather than an error.
• An applied promo code is shown under your current plan on this page.

Troubleshooting

• Your promo code was refused at checkout. The message names the reason, for example the code has expired or has already been used. Your card is not charged when a code is refused.
• You closed checkout without paying. Nothing changed, and your promo code was not used up. You can start again.
• A feature is locked after upgrading. Features follow your active plan, so confirm the new plan is in effect on the billing page.
• You cannot downgrade. You may be over the lower plan's property or team limit. Reduce properties or seats to fit the target plan first.
• "Your plan does not include this feature." That feature is on a higher plan. The message names the minimum plan you need.