Start a trial and manage a subscription

Your first project opens on a trial that starts by itself. Everything after it — the plan, the card, the cancellation — is yours, from Billing in the sidebar.

Before you start

• You are signed in as a client. Billing screens open for plain client accounts only.
• Your company has at least one project. Every plan, invoice and payment method belongs to one project.
• There is nothing to activate for the trial, and Vision Pitch sets how long it runs.
• Choosing a plan charges the card straight away. Checkout carries no trial.
• Each plan card shows its own price. Take the amount from the card in front of you.

Steps

1. Click Billing in the sidebar. Billing Overview lists your projects under Project, Plan, Status, Next Billing / Trial, Amount and Action.
2. Click Choose Plan for the project. During a trial you can also use Upgrade Plan in the trial banner.
3. Click Choose Essential, Choose Pro or Choose Flagship.
4. Pay on the checkout page that opens. Promotion codes are accepted there.

Change, cancel or resume

• Change Plan opens the billing portal and moves the project to another plan.
• Cancel subscription appears on an active or past-due project. The portal confirms it, and the project keeps full access until the end date.
• Resume Subscription appears while a cancellation is pending and keeps the plan running.
• Update on the Payment card replaces the card. It reads Opening… and hands you to the payment provider; the Portal has no card form of its own.

What you see when it worked

The success page shows Processing payment..., then Welcome to with your plan name, plus Go to project and View billing.

On Billing Overview the project's badge reads Active and the plan name sits beside it. A resume confirms with Subscription resumed. A project cancelled but still running shows the badge Cancelling and its end date.

If it does not work