Billing plans, changes, and cancellation

Monthly vs annual plans

Monthly plans (flexible)

Monthly plans are billed in advance each month and offer full flexibility.

What you can do at any time:

• Upgrade or downgrade your plan (e.g. Basic ↔ Premium)

• Increase or decrease your user count (within limits)

• Add or remove add-ons (e.g. SMS) How billing works:

• Changes take effect immediately

• Charges are prorated and applied on your next invoice Examples:

• Upgrade mid-cycle: You’ll be charged a prorated amount for the upgrade, plus the full amount for the next month
  → your next invoice may be higher than usual

• Downgrade mid-cycle: You’ll receive a credit for the unused portion of your previous plan
  → your next invoice may be lower than usual

Important:

• You cannot select a plan with fewer users than you currently have active
• To reduce user count, you must first deactivate users

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Annual plans (best value, less flexible)

Annual plans offer a discounted rate but require a 12-month commitment across your full subscription (plan, users, add-ons).

What you can do at any time:

• Upgrade to a higher user tier

• Upgrade from Basic to Premium

• Add SMS packages What you can only do in the final month:

• Downgrade plans (e.g. Premium → Basic) - you cannot downgrade an annual plan from Premium to basic mid-cycle. You can only do this in the final month.

• Reduce user count - you cannot downgrade an annual plan to a lower user count mid-cycle. You can only do this in the final month.

• Switch to monthly billing - you cannot switch from an annual plan to a monthly plan mid-cycle. You can only do this in the final month.

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Cancellation policy (all plans)

• Cancelling your subscription does not take effect immediately
• Your account will remain active until the end of your current billing period
• No refunds are provided for unused time
• After the billing period ends, your subscription will not renew This applies to both monthly and annual plans.

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SMS add-ons on annual plans

• SMS credits are purchased in bundles (e.g. 100 messages)
• Charged upfront for the full 12-month period
• No pay-as-you-go option

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Proration on annual upgrades

If you upgrade your annual plan:

• The unused portion of your current plan is credited
• You only pay the difference for the remainder of the billing period
• Your billing date does not change

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When to choose each

• Monthly: More flexible, easier to change plans at any time
• Annual: Lower cost, but requires commitment and has limited downgrade options

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How to cancel your account

To cancel your SortScape subscription:

1. Go to Billing
2. Click the Cancel button
3. Confirm your cancellation What happens next:

• Your cancellation does not take effect immediately
• Your account remains active until the end of your current billing period
• After that, your subscription will not renew and your account will become inactive
• No refunds are provided for unused time

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Changing to a lower-cost plan

If you can’t see a cheaper plan option, it’s usually because your current user count exceeds that plan’s limit.

For example:

• If you have 6 active users, you won’t be able to select the 5-user plan To select a lower-cost plan:

1. Go to Manage Employees
2. Deactivate any users who will not be using the app
3. Return to Billing
4. Select your desired plan As you reduce your active user count, additional lower-tier plans will become available.