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Open Settings → Billing to review the current workspace plan and available subscription actions. The page heading is Billing & Plan. Check the workspace name before making a change: billing applies to that workspace, not every workspace you belong to. Owners and admins can start or change an eligible subscription and open Manage billing. Cancellation and resumption require the Owner role, even if those buttons appear to an admin.

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Review plans and billing cycles

  1. Open Settings → Billing.
  2. Review the current plan, its status, and Usage this month.
  3. Under Choose a plan, select Monthly or Annual to compare the displayed options.
  4. Read the billing interval carefully. An annual option can show a monthly-equivalent price while being billed annually.
The Monthly/Annual selector changes the comparison and the cycle submitted with a plan change. Selecting it alone does not change your subscription. The current plan’s button is disabled; switching only the billing cycle of that same plan is not available through that button. Contact support if you need a same-plan cycle change and cannot find an appropriate option in your billing portal. Review the current offer and billing terms before committing. Do not use an old screenshot or this article as a price quote. If a specific capability is essential to you, confirm its availability with support before buying; a plan-card summary is not a substitute for a verified setup guide.

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Start or change a subscription

  1. Select the available Upgrade to… or Change to… button for the plan you want.
  2. Review the confirmation, selected plan, billing cycle, and payment implications.
  3. Use Cancel to leave without applying the change. Select Confirm upgrade or Confirm downgrade only when you intend to commit.
  4. A new subscription normally opens hosted checkout. An existing eligible subscription can be changed immediately without another checkout page.
  5. After completing the action, return to Billing and verify the plan and status. Check the provider’s billing record for the financial result.
For existing subscriptions, Protodesk requests immediate invoicing for a plan change. Prorated charges or credits can apply; do not assume that a downgrade means an immediate refund to your card. The billing provider determines the invoice result. See Lemon Squeezy’s plan-change behavior. If you pay with PayPal, contact support before changing the plan through the dashboard: the current direct plan-change flow does not handle the provider’s separate PayPal approval step. Do not repeatedly confirm a change when the displayed plan and provider record disagree. Before downgrading, review your team’s seats and required features. A lower plan can reduce limits and can affect member roles; do not assume everyone retains the same access.

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Manage billing details

For a supported provider-linked subscription, select Manage billing to open the customer portal. Use the available portal controls to review payment methods and billing information. Portal features depend on the provider’s configuration; changes to billing details generally apply to future payments and invoices. See the provider’s customer portal guide. If the page says your subscription is billed externally, contact support@protodesk.io to arrange a change or renewal. That message indicates the dashboard does not have the provider-linked subscription needed for these self-service actions.

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If something does not look right

  • No billing controls: confirm your workspace and ask an owner or admin to help.
  • A plan is unavailable for checkout: contact support; a visible plan card does not guarantee its checkout is configured.
  • A success message appears but details disagree: refresh Billing and check the provider record. A redirect or banner alone is not proof of a settled payment.
  • The end date is already in the past or conflicts with the provider: stop before changing the subscription and ask support to reconcile it.
  • The outcome is uncertain: do not start another checkout or confirm another change until the first attempt has been checked.
AI credit balance is separate from choosing a subscription. For the existing overview, see Understand AI credits.