Upgrading Your Subscription

How to upgrade or change your ProcessX subscription plan.

Overview

As your business grows, you may need more features. Upgrading your ProcessX subscription is quick and your new features are available immediately.

When to Upgrade

Consider upgrading if you:

• Hit usage limits (receipts, AI analyses)
• Need team collaboration
• Require advanced reports
• Want vehicle logbook features
• Need multiple companies
• Require API access

How to Upgrade

Step 1: Go to Subscription Settings

Click Settings in the navigation

Select Subscription

Or click Upgrade when prompted

Step 2: Choose a Plan

Review available plans:

• Compare features
• Check pricing
• Consider annual discount

Step 3: Select Billing Cycle

Choose:

• Monthly: Pay month-to-month, cancel anytime
• Annual: Pay upfront, save 17% (2 months free)

Step 4: Enter Payment Details

Provide payment information:

• Credit/Debit card
• Or other available methods

Step 5: Confirm and Upgrade

Review your selection

Accept terms

Click Upgrade Now

Your new plan activates immediately.

What Happens When You Upgrade

Immediate Access

All new features are available right away:

• No waiting period
• No restart required
• Just refresh your browser

Billing

• Pro-rated: You only pay the difference for the current period
• Future billing: Next invoice reflects new plan price
• Receipt: Confirmation email sent

Data

• All existing data is preserved
• No migration needed
• History fully accessible

Upgrade Scenarios

Starter to Professional

Gain access to:

• Unlimited receipt uploads
• AI document analysis
• Tax computation
• Vehicle logbook
• Priority support

Professional to Business

Gain access to:

• Multiple companies
• Team collaboration
• Role-based access
• API access
• Dedicated support

Downgrading

If you need fewer features:

Go to Settings > Subscription

Click Change Plan

Select a lower tier

Confirm downgrade

Downgrade Considerations

• Takes effect at next billing cycle
• Features above new plan limit become restricted
• Data is preserved but may be read-only
• Team members may lose access

Cancelling Your Subscription

To cancel:

Go to Settings > Subscription

Click Cancel Subscription

Select cancellation reason

Confirm cancellation

After Cancellation

• Access continues until period ends
• Data preserved for 30 days
• Can reactivate anytime
• Exports available

Payment Methods

ProcessX accepts:

• Visa
• Mastercard
• American Express
• Debit cards

All payments processed securely.

Billing Issues

Failed Payment

If payment fails:

• You'll receive email notification
• 3-day grace period provided
• Update payment method to continue
• Account may be restricted after grace period

Updating Payment Method

Go to Settings > Subscription

Click Payment Methods

Add new card

Remove old card if needed

Invoices and Receipts

Access billing history:

Go to Settings > Subscription

Click Billing History

Download invoices as PDF

Special Offers

Annual Discount

Save 17% with annual billing (2 months free).

Referral Program

Refer others and earn credits:

• Share your referral link
• They sign up and subscribe
• You both receive credit

Enterprise Inquiries

For Enterprise plans:

Visit our Pricing page

Click Contact Sales

Describe your needs

Our team will reach out

Enterprise includes:

• Custom pricing
• Dedicated support
• Custom features
• SLA agreements

Related Articles

• Understanding your plan
• Managing company settings
• Updating your profile

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Last updated: March 2025