Change the plan
- 1
- 2
Review the current plan
Confirm billing cadence, seat count, and the active-member minimum.
- 3
Preview a change
Choose the new seat count or cadence and review the exact proration before confirming.
- 4
Confirm
Apply the change only after the displayed immediate charge or credit matches your expectation.
Important
Seat reductions cannot go below active membership. Archive unneeded memberships intentionally before lowering the subscription.
Use the billing portal
- Update the subscription payment method.
- Review provider-issued receipts and invoice history.
- Schedule cancellation at the end of the billing period when offered.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.