Moving up from Free. The upgrade button that appears when you reach a limit, and the See paid plans button on Billing, take you to checkout for Starter or Crew. Card details are entered on a hosted payment page; they never pass through Quote Desk. Once the payment is set up your dashboard shows the new plan and limits.
Cancelling a paid plan. Open Billing. In the Your plan panel, press Cancel at period end and confirm. The next charge is stopped and Billing shows the date the plan ends. Your plan keeps working until then. After that date the account is paused: you can read everything but cannot send quotes until you choose a plan again or move to Free by ticking the consent on the Billing page.
Moving between paid plans. Open the pricing page while signed in and press Move to on the other plan, then Continue. The price changes in place on your card on file, the difference for the rest of the month is charged or credited on the spot, and Billing shows the new plan within a minute.
Updating your card. Billing has an Update card button. The form is the card processor's own, embedded in our page. The new card is used for the next charge.
Invoices. Billing lists every invoice with the date, number, amount and a View link to the hosted copy.
No part-month refunds are given except where Australian Consumer Law requires one.
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