Billing and Plan Management

By creavio Team April 10, 2026 1 views

Billing and Plan Management

Manage your subscription, update payment methods, view billing history, and change plans without contacting support.

Viewing Your Current Plan

Go to Settings > Billing. You will see:

  • Your current plan name and price
  • Billing cycle (monthly or annual)
  • Next billing date
  • Payment method on file
  • Active add-ons (like SMS)

Upgrading Your Plan

  1. Go to Settings > Billing > Change Plan
  2. Select the plan you want to upgrade to
  3. Review the price difference — creavio prorates the charge for the remainder of your current billing period
  4. Click Upgrade

New features are available immediately. No waiting, no restart needed.

Downgrading Your Plan

  1. Go to Settings > Billing > Change Plan
  2. Select the lower plan
  3. Review what you will lose access to — creavio shows a clear comparison
  4. Click Downgrade

The downgrade takes effect at the end of your current billing period. You keep full access until then.

What happens to your data when you downgrade?

  • Clients and CRM data — stays intact on all plans
  • Collections over the limit — existing collections remain accessible but you cannot create new ones until you are within the new limit
  • Storage over the limit — existing files stay but new uploads are blocked until you free up space
  • Team members over the limit — you will need to remove team members to match the new plan's seat count
  • Features not in the lower plan — become inaccessible but your data is preserved

Switching Between Monthly and Annual

Annual billing saves you money (typically 2 months free compared to monthly). To switch:

  1. Go to Settings > Billing
  2. Click Switch to Annual (or Switch to Monthly)
  3. The change takes effect at your next billing date

Updating Payment Method

  1. Go to Settings > Billing > Payment Method
  2. Click Update
  3. Enter your new card details
  4. Click Save

The new card is charged starting with your next billing cycle. If a previous charge failed and is being retried, the new card is used for the retry.

Billing History

Under Settings > Billing > History, view all past invoices:

  • Date and amount
  • Plan name
  • Payment status (paid, failed, refunded)
  • Download invoice as PDF

Use these for business expense records and tax deductions.

Cancelling Your Subscription

  1. Go to Settings > Billing
  2. Click Cancel Subscription
  3. Tell us why (optional but appreciated)
  4. Your plan remains active until the end of the current billing period
  5. After cancellation, your account reverts to the Free plan

You do not lose your data when you cancel. Your account moves to the Free plan with its limits. If you exceed those limits, you cannot add new items but existing data stays intact.

If you want to completely delete your account and data, see Data Export and GDPR.

Failed Payments

If your payment method fails, creavio retries 3 times over 7 days. You receive an email each time. If all retries fail, your account is downgraded to the Free plan. Upgrade again anytime by updating your payment method and selecting a plan.