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Your organization’s plan, payment method, and subscription state are managed on the Billing page in the dashboard. This page covers the available plans, how to add a payment method, and how to upgrade, downgrade, cancel, renew, or revive a subscription. Every billing action requires the billing:manage scope. Users without it see a no-access screen on the Billing page.

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Plans

There are four plans. SMB and Agency are self-serve; Enterprise is contact-sales.
SMB and Agency both bill a monthly fee plus metered usage. See Usage and metering for how usage is counted and reported.
Enterprise is not self-serve. Selecting Enterprise opens a contact dialog instead of starting a checkout. Organizations already on Enterprise see a confirmation banner and no plan-selection grid.

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Add a payment method

SMB and Agency require a payment method on file before a plan change can take effect. The Billing page tracks whether your organization has a default payment method.
1

Pick a plan

On the Billing page, choose SMB or Agency. If you do not yet have a payment method, you are sent to add one before the change is applied.
2

Complete Stripe Checkout

You are redirected to a Stripe Checkout session to enter card details. After you finish, Stripe returns you to the dashboard.
3

Confirm the change

Once a payment method is on file, the plan change proceeds. The Billing page reloads with your updated subscription.
To update or remove an existing card, use the Stripe customer portal. On the Billing Information card, select Manage Billing to open the portal in a new tab, where you can manage cards, view invoices, and review billing details.
Adding a payment method and managing cards both run through Stripe-hosted pages. Anyreach does not store raw card data.

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Change plans

Use the plan grid on the Billing page to move between SMB and Agency. Selecting a plan opens a confirmation dialog labeled Confirm Plan Upgrade or Confirm Plan Downgrade depending on the direction. A plan change is rejected when the subscription is canceled (revive it first) or when you select the plan you are already on.

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Scheduled downgrades

Downgrading from Agency to SMB does not take effect immediately. Your current plan stays active until the end of the billing period, then switches to the target plan. While a downgrade is pending, the Billing page shows an amber banner with the date the downgrade will apply and the plan you will move to. To cancel a pending downgrade and stay on your current plan, select click here in that banner. This clears the scheduled change.

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Cancel and renew

Canceling does not end access immediately, but it does change the admin role variant for the organization. Members holding the plan admin role are moved to the no-plan admin role, which restricts what they can do until the subscription is renewed or revived.
Cancel. On the Billing Information card, select Cancel Subscription and confirm in the dialog. The subscription stays active until the end of the current billing period, then ends. The Billing page shows a red banner with the cancellation date. Renew. If a cancellation is scheduled but the subscription is still in its paid period, the cancellation banner offers a click here link to renew. Renewing keeps you on your current plan and removes the scheduled cancellation. Revive. Once a subscription has fully canceled, choose a plan from the grid to revive it. Reviving restores an active subscription on the selected plan and restores admin roles for members who held the no-plan admin role.

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Permissions

Usage and metering

See how metered usage is counted and reported for SMB and Agency plans.