Help CenterBilling & Credits
How do I upgrade, downgrade or switch my DS-Mate plan?
2 min readSettings > Plan & Billing (web dashboard), then the Pricing page
Open Settings > Plan & Billing and pick a plan in Available Plans, or select Change Plan. Upgrades take effect right away and you are charged the prorated difference now. Downgrades take effect at the end of your current billing cycle.
Steps
- Open Settings and select Plan & Billing.
- On a paid plan, select Change Plan on the Current Plan card, or use the button under a plan in Available Plans (Upgrade to Growth, Downgrade). On Free, select Upgrade Plan. Each of these opens the Pricing page.
- Choose Monthly or Yearly, then select the button on the plan you want.
- From Free: Starter and Growth show Start 14-day trial if you have not used your trial, or Subscribe if you have. For a trial, a dialog asks whether to Continue automatically when the trial ends. With it on, select Start trial and add card. With it off, select Start trial and no card is needed. Otherwise you go to Stripe checkout to pay.
- From a paid plan to a higher plan: select Upgrade. The Confirm Plan Change dialog shows the charges, including Amount Due Now. You can enter a Promotion code. Select Confirm Change.
- From a paid plan to a lower plan: select Downgrade. The Schedule Plan Change dialog shows the Effective Date. Select Schedule Downgrade.
Good to know
- Upgrades are charged at once: Stripe bills the prorated difference for the rest of the current cycle.
- A downgrade waits until your current billing cycle ends. Until then you keep your current plan, and Plan & Billing shows Plan Change Scheduled. To keep your plan, select Cancel Downgrade.
- If you use more than the lower plan allows (stores, products and so on), DS-Mate asks you to pick what to keep before the lower plan starts.
- Extra store or seat slots bought on Growth end when you leave Growth.
- If you switch to a different plan during your trial, the trial ends and you are charged today. The dialog says how many trial days you lose (Switch and pay now or Keep my trial).
- To end your trial early and stay on the same plan, select Start Paying Now on your current plan on the Pricing page. You are charged the full price for a whole month or year today, unused trial days are not credited back, and your billing cycle restarts today. This option is not offered when Shopify bills your trial.
- Moving to Free counts as a cancellation. See "What happens when I cancel my subscription?"
- If Shopify bills you (you installed from the Shopify App Store), you approve upgrades through Shopify.
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