# Subscribe to or change a plan

Start a paid subscription, switch between plans, and cancel or reactivate a subscription.

Source: https://support.toolingmetrics.com/en/admin/guides/subscribe-or-change-plan/
Updated: 2026-10-29

**Prerequisites:** A billing address for tax calculation (you are prompted for it during checkout if missing).

**Required permission:** Admin Center access (organization owner or a member of the `<org-name>-admins` group).

All subscription management is done under **Billing and Plans** in the admin sidebar. This section is only visible to users with Admin Center access.

## Start a subscription

New organizations receive a 90-day free trial. To start a paid subscription before the trial ends — or to subscribe after the trial has expired:

1. Click your organization name at the bottom of the sidebar → **Manage Organizations**, then open your organization.
1. In the admin sidebar, under **Billing and Plans**, click **Billing and Usages**.
1. Click **Switch plan**. The **Plans** page opens.
1. Review the available plans and billing periods (monthly or annually).
1. Click **Choose this plan** for the plan you want.
1. On the subscription page:
   - Review the order summary — it shows the subtotal, tax (calculated from your billing address), and total due today.
   - If prompted, enter your **Billing Address**. This is required for accurate tax calculation and appears on invoices.
1. Complete the **Paddle checkout** that appears on the page. Enter your card details.
1. After payment, you are returned to **Billing and Usages** with the new plan active.

![Plan comparison cards with monthly and annual billing options](https://support.toolingmetrics.com/guides/plan-selection-eng.webp)

*Fig. 1: Plan selection — compare plans and billing periods before choosing.*

## Switch between plans

To upgrade or downgrade to a different plan or billing period:

1. In the admin sidebar, click **Billing and Plans → Billing and Usages**.
1. Click **Switch plan**.
1. On the plan selection page, the current plan is marked **Current plan**. Click **Switch to this plan** on the plan you want to move to.
1. A preview shows the immediate transaction: any credit from unused days on the current plan, the charge for the new plan, and the amount due today.
1. Click **Yes, switch to the new plan** to proceed.

Plan switches take effect immediately using **prorated billing** — you are credited for unused time on the current plan and charged for the new plan from today. The preview on step 4 shows the exact amount before you confirm.

## Update the payment method

1. In the admin sidebar, click **Billing and Plans → Billing and Usages**.
1. Click **View subscription details**.
1. Click **Update payment method**.
1. The Paddle payment update screen opens. Enter the new card details.
1. Save. The new card is used for all future payments.

## Cancel a subscription

1. In the admin sidebar, click **Billing and Plans → Billing and Usages**.
1. Click **View subscription details**.
1. Click **Cancel subscription**.
1. A confirmation modal explains the consequences:
   - No further charges after the current period ends.
   - All users lose access on the cancellation date.
   - Data is kept for 180 days after the subscription ends, then deleted within 30 days. Database backups are kept for 30 days.
1. Click **Cancel subscription** in the modal to confirm. (**Keep subscription** closes it without canceling.)

The subscription status changes to **canceling**. The plan remains active until the end of the current billing period, so users retain full access until that date. The **Billing and Usages** page shows the cancellation date.

## Reactivate a scheduled cancellation

If you cancel but change your mind before the cancellation date:

1. In the admin sidebar, click **Billing and Plans → Billing and Usages**.
1. Click **Don't cancel** (shown when status is *canceling*).

The scheduled cancellation is removed and the subscription continues as normal at the next renewal date.

## Notes

- All payment processing is handled by Paddle. Tooling Metrics does not store card numbers or payment method details.
- The billing address entered during subscription is used for VAT and tax calculation. Update it under **Billing and Plans → Payment information** if your company details change.
- Invoices for all past payments are available under **Billing and Plans → Payment history**.
- For field definitions on plans and allowances, see [Plans Reference](https://support.toolingmetrics.com/en/admin/reference/plans/).
