> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Change plan, add-ons or cancel

> The subscription page end to end: your plan hero, usage rings, add-on rows, changing plan and cancelling.

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

By the end of this page you can read what your plan card is telling you, switch plans, drop an add-on, and cancel. You'll also know what cancelling does to your access, and what it does not change on screen.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Your avatar<span className="pl-path__sep">→</span>Subscription</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Partner-branded workspaces</div>
    <div className="pl-availability__value">Not shown in partner-branded workspaces.</div>
  </div>

  <div className="pl-availability__note">Visible to the account owner. In a partner-branded workspace the end users never see billing; the partner manages the plan.</div>
</div>

## Before you begin

* The subscription belongs to your account, not to a workspace. The plan name, the status chip, the plan actions and the add-on rows all read your own account, and every workspace you own draws from that one plan.
* The usage rings underneath are the exception: they read the workspace you are currently in, funded by whoever owns it. Signed in as a teammate you can see that workspace's usage there while the card above still offers you a View plans button, because the subscription it reads is your own.

## Steps

<Steps>
  <Step title="Open the Subscription tab">
    Choose <UiPath>Your avatar → Subscription</UiPath>. With a subscription on the account,
    the plan card leads with a status chip (1) and three actions: Change plan (2),
    **Manage billing** (3) and Cancel plan (4).

    The chip carries the subscription's own status, with each word capitalised: Active,
    Trialing, Past Due and Canceled each get their own colour, and any other status the
    subscription is in shows in grey.

    <Screenshot id="billing/change-plan-or-cancel--hero" url="/user/subscription" workspace="calder-freight" alt="The Subscription page for an account with a subscription: a dark Your plan hero with a status chip next to the Your plan heading, the plan name and what it is billed, and three stacked buttons on the right reading Change plan, Manage billing and Cancel plan" caption="The three plan actions exist only while there is a subscription on the account. What the chip says has no effect on which buttons appear." marks={[{ n: 1, x: 16, y: 15 }, { n: 2, x: 88, y: 14 }, { n: 3, x: 88, y: 21 }, { n: 4, x: 88, y: 28 }]} />
  </Step>

  <Step title="Compare against an account with no plan yet">
    Without a subscription, the same card drops the status chip and the three actions for a
    single View plans button (1), above the line "You're on the free plan. Upgrade to unlock
    more credits, recipients and channels." Both that button and Change plan open the same
    screen.

    The plan name itself is not the tell. With no plan on the subscription the hero reads
    **Free plan** or **Custom plan** depending only on how many credits you are allowed (see
    [Plans and credits](/en/billing/plans-and-credits-overview)), so read the buttons, not the
    heading.

    <Screenshot id="billing/change-plan-or-cancel--no-subscription" url="/user/subscription" workspace="acme-labs" alt="The Subscription page for a new account still on its welcome grant: the hero reads Free plan with no status chip, a sentence inviting you to upgrade, and a single View plans button. Below it, Usage this period shows rings labelled Leads and Recipients, and the Add-ons card is empty" caption="No status chip, and no Change plan or Cancel plan button. Those exist only once there is a subscription to act on." marks={[{ n: 1, x: 88, y: 15 }]} />
  </Step>

  <Step title="Change your plan">
    Choose Change plan (or View plans if you don't have one) to open the plan screen, headed
    **Choose your plan**. Each card's button names the plan it buys; the card for the plan you
    are already on, at the billing period you are already on, is disabled and reads
    **Current plan** instead. The monthly/annual toggle starts on whichever one you have.

    What picking a card does depends on the account:

    * A live subscription (active, on trial, or cancelled but still inside the period you paid
      for) is swapped onto the new plan in place: prorated, charged to the card on file, and
      with every add-on you already had kept, rather than a second subscription being created.
    * No live subscription (nothing at all, or one that has already ended) sends you to a
      Stripe-hosted checkout page to enter payment details first.

    Either way you land on the AI Agents page afterwards, with a confirmation panel over it.
    You do not come back to this page.
  </Step>

  <Step title="Update your payment method or find an invoice">
    Choose **Manage billing** to open Stripe's billing portal, in this tab rather than a new
    one. The button shows a spinner and stays disabled while the link is fetched, and leaving
    the portal brings you back to this page.

    This is the one control here that follows the workspace rather than your account: it opens
    the billing account that pays for the workspace you are currently in, which for a teammate
    is the owner's. Your own card on file and invoice history are on a separate tab: see
    [Payment methods and invoices](/en/billing/payment-methods-and-invoices).
  </Step>

  <Step title="Cancel your plan">
    Choose Cancel plan. There is no confirmation dialog. The click cancels.

    Cancelling does not cut your access off: the plan runs to the end of the period you have
    already paid for, and then does not renew. A toast reading "Your subscription has been
    canceled" is the only thing that changes on screen. The status chip does not change, and
    the three buttons stay exactly where they were.
  </Step>

  <Step title="Add or remove an add-on">
    Under Add-ons, the trash icon on a row removes that add-on: a toast names what was removed
    and the row goes. Removing one re-invoices the subscription straight away and restarts its
    billing cycle from today; the usage rings keep resetting on the same anchor day as before.

    The card's header carries **Add more credits** whether or not there are any rows, and when
    the list is empty a second Add credits button sits in the middle of the card. Both open the
    same credit packs: see [Buy more credits](/en/billing/buy-more-credits).
  </Step>
</Steps>

## What happens next

<Check>
  Cancelling leaves the page looking identical: same chip, same three buttons, same usage
  rings. The toast is the confirmation, and everything the plan unlocks keeps working until the
  period you paid for runs out.
</Check>

Changing plan behaves the opposite way: it takes effect at once and moves you off this page
entirely. Nothing else on the card changes on its own: usage rings keep counting against the
allowance you already had, and any add-on you did not touch stays as it was.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I clicked Cancel plan by mistake">
    There is no undo control on this page. Your access still runs to the end of the period you
    paid for, so there is time.

    Until then the subscription still counts as live, which means picking a plan on the plan
    screen swaps you back onto one and clears the pending cancellation. Your own plan's card is
    still marked **Current plan** and cannot be chosen, so it has to be a different plan, or
    the same one on the other billing period, using the monthly/annual toggle. If neither is
    what you want, mail [support@pipelime.ai](mailto:support@pipelime.ai) before the period
    ends.
  </Accordion>

  <Accordion title="Manage billing doesn't open anything">
    A toast names what went wrong, or reads "Could not open the billing portal" if the request
    failed without a message of its own. Nothing on this page changes. The button re-enables,
    so try it again.
  </Accordion>

  <Accordion title="There's no Change plan or Cancel plan button">
    Two reasons, and the card tells you which.

    A single View plans button means there is no subscription on your own account to change or
    cancel. If a workspace you use is on a paid plan, that plan belongs to its owner: you can
    see its usage in the rings below, but not their plan. Start your own, or ask the owner to
    open this page.

    A tier number where the plan name goes means the account holds a lifetime license rather
    than a subscription. That hero carries its own upgrade button in place of all three plan
    actions: see [AppSumo lifetime licenses](/en/billing/appsumo-licenses).
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Payment methods and invoices" icon="credit-card" href="/en/billing/payment-methods-and-invoices">
    Add or replace the card on file, and find every past invoice.
  </Card>

  <Card title="Add-ons: website tracking capacity, whitelabel and managed infrastructure" icon="puzzle" href="/en/billing/add-ons">
    What each add-on unlocks, and where it shows up once it's active.
  </Card>

  <Card title="Your billing period and when limits reset" icon="refresh-cw" href="/en/billing/billing-period-and-renewal">
    Where the period starts, and why monthly and annual items can share an account.
  </Card>
</CardGroup>
