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What happens to my billing when I change my Pipedrive subscription plan?

Note: This action is only available to Admin Users.

An admin user of a Pipedrive company account can switch between the Essential, Advanced, or Professional plan at any point in the billing cycle. 

When changing from one plan to another, you will receive two invoices. The first invoice will be a credit invoice for the balance remaining in the current period of the original plan. You will then receive a second invoice charging for the new plan for the remainder of the billing cycle. The balance of the credit invoice will be applied fully (if upgrading plans), or partially (if downgrading plans) to the invoice for your new plan.


Upgrading plans

Example: 1 seat on the Advanced plan, monthly billing ($29 per seat, per month) switches to the Professional plan ($59 per seat, per month) halfway through the billing cycle. 

  • 1st invoice:
    A credit invoice for the remaining time (2 weeks) in the monthly cycle for the Advanced plan ($14.50)
  • 2nd invoice:
    An invoice for the Professional plan for the remaining time (2 weeks) in the billing cycle ($29.5). The credit from the first invoice will be applied towards this invoice.


Downgrading plans

Example: 1 seat on the Professional plan, monthly billing ($59 per seat, per month) switches to the Advanced plan ($29 per seat, per month) halfway through the billing cycle. 

  • 1st invoice:
    A credit invoice for the remaining time (2 weeks) in the monthly cycle for the Professional plan ($29.50).
  • 2nd invoice:
    An invoice for the Advanced plan for the remaining time (2 weeks) in the billing cycle ($14.50). The credit from the first invoice will be applied towards this invoice with a credit balance remaining for use on future invoices.

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