# Upgrading Plan (https://yapl.app/en/docs/user-guides/billing/upgrading-plan)

# Upgrading Plan

Upgrade your subscription to unlock more features, increase project limits, or add team capacity.

## When to Upgrade

### From Trial

Upgrade when:
- Trial is ending and you want to continue
- Ready to commit to a paid plan
- Need to invite team members

### From Basic to Professional

Upgrade when:
- Need more than 3 team members
- Have more than 5 active projects
- Require cost tracking features
- Need Gantt chart editing
- Want resource groups
- Need export/import capabilities

## How to Upgrade

### Step 1: Access Subscription Settings

1. Navigate to **Settings** in sidebar
2. Select **Subscription** tab
3. View your current plan

### Step 2: Choose New Plan

1. Click **Change Plan** or **Upgrade**
2. Review available plans
3. Select desired tier
4. Review feature changes

### Step 3: Complete Checkout

1. Review pricing summary
2. Enter payment information (if first time)
3. Confirm purchase
4. New features available immediately

## Upgrade Paths

### Trial → Basic

| Change | Result |
|--------|--------|
| Price | $0 → $15/month |
| Seats | 1 → 3 |
| Projects | Unlimited → 5 max |
| Features | Full → Limited |

<Callout type="warn">
Upgrading from Trial to Basic reduces some features. Consider Professional if you need full capabilities.
</Callout>

### Trial → Professional

| Change | Result |
|--------|--------|
| Price | $0 → $69/month |
| Seats | 1 → 10 |
| Projects | Unlimited → Unlimited |
| Features | All → All |

Recommended path to keep all trial features.

### Basic → Professional

| Change | Result |
|--------|--------|
| Price | $15 → $69/month |
| Seats | 3 → 10 |
| Projects | 5 → Unlimited |
| Features | Limited → Full |

## Immediate Effects

### Features Unlocked

Upgrading immediately provides:
- New feature access
- Increased limits
- More seats (if applicable)

### Billing Changes

- First charge: Prorated for remaining billing period
- Future charges: Full monthly amount
- Automatic renewal continues

## Prorated Billing

### How Proration Works

When upgrading mid-cycle:
1. Credit calculated for unused time on current plan
2. New plan charged from upgrade date
3. Next billing date unchanged

### Example

- Subscribed Basic on January 1
- Upgrade to Professional on January 15
- Charged prorated difference for Jan 15-31
- Full Professional charge on February 1

## Data and Content

### What Happens to Your Data

All data is preserved:
- Projects remain intact
- Plans and tasks unchanged
- Team members retained
- Settings preserved

### Feature Access

Previously unavailable features become accessible:
- Cost tracking activates
- Gantt editing enabled
- Resource groups available
- Export/import unlocked

## Upgrading During Trial

### Before Trial Ends

Recommended approach:
1. Evaluate features during trial
2. Upgrade before expiration
3. No service interruption

### After Trial Ends

If trial expired:
1. Workspace in read-only mode
2. Navigate to subscription settings
3. Choose a paid plan
4. Full access restored

## Who Can Upgrade

Only **workspace owners** can change subscriptions:
- View upgrade options
- Complete checkout
- Manage payment

Team members see read-only billing status.

## Payment Information

### First Upgrade

If upgrading for first time:
1. Enter credit card details
2. Provide billing address
3. Card saved for future billing

### Returning Customers

If payment method on file:
1. Review saved payment method
2. Or update to new card
3. Confirm purchase

### Accepted Payment Methods

- Visa
- Mastercard
- American Express
- Discover

## After Upgrading

### Verify Upgrade

1. Check subscription shows new tier
2. Verify new features are accessible
3. Confirm increased limits apply

### Next Steps

1. Invite additional team members (if seats increased)
2. Create additional projects (if limits increased)
3. Explore new features

## Troubleshooting

### Upgrade Not Processing

**Payment declined**
- Verify card details
- Check available funds
- Try different card
- Contact bank

**Error during checkout**
- Refresh and retry
- Clear browser cache
- Try different browser
- Contact support

### Features Not Available After Upgrade

- Refresh the page
- Log out and back in
- Verify upgrade completed
- Check subscription status

### Charged Incorrectly

- Review invoice details
- Check proration calculation
- Contact support for billing issues

## Downgrading

To move to a lower tier:
1. Navigate to **Settings > Subscription**
2. Click **Change Plan**
3. Select lower tier
4. Review impact on current usage
5. Confirm downgrade

<Callout type="warn">
Downgrading may disable features and reduce limits. Ensure your usage fits the new tier.
</Callout>

See [Subscription Plans](/docs/user-guides/billing/subscription-plans) for tier comparisons.

## Related Topics

- [Subscription Plans](/docs/user-guides/billing/subscription-plans) - Plan comparison
- [Managing Seats](/docs/user-guides/billing/managing-seats) - Team size changes
- [Invoices](/docs/user-guides/billing/invoices) - Billing history