You can change your SendX tier anytime from the Team Billing page. Upgrades take effect immediately with prorated billing. Downgrades give you credit toward future invoices.
When you'll need this
Read this article when you need more contact capacity and want to upgrade, you've reduced your contacts and want to pay less, you want to switch from monthly to annual billing (or vice versa), or you want to understand how mid-cycle changes affect your bill.
How to change your plan
Click your profile icon in the top-right corner
Select Team Billing from the dropdown
3. Click Change Plan under your Base Subscription
4. Select your new tier from the plan options
5. Review the price on the confirmation page
6. Complete the change
Upgrading your tier
When you need more contact capacity, upgrading is straightforward.
Step-by-step upgrade process
From the Change Plan modal, select a higher tier
2. Click Upgrade Plan to proceed
3. you'll see this Stripe payment page.
4. Enter your card details and click Subscribe
5. You'll see a confirmation that your subscription is being activated.
6. Your current subscription details will be displayed shortly. If they don’t appear, please refresh the page.
How upgrade billing works
When you upgrade to a higher tier:
You're charged immediately for the prorated difference
The charge covers the remaining days in your current billing cycle
Your new tier takes effect instantly
Your next full invoice will reflect the new tier price
Example: You're on the 5,000 tier ($39.99/month) and upgrade to the 15,000 tier ($79.99/month) on day 15 of a 30-day cycle. You'll pay roughly half the difference for the remaining 15 days. Your next invoice will be $79.99.
Viewing prorated charges before confirming
If you're already on a paid plan and upgrading, you can see exactly what you'll pay before confirming.
After selecting your new tier, click View details under "Amount due today"
Review the prorated credit (for unused days on your current tier) and prorated charge (for remaining days on the new tier)
3. Verify the total amount due today
4. Click Confirm to complete the upgrade
Downgrading your tier
If you've reduced your contact count and want to pay less, you can move to a lower tier.
Step-by-step downgrade process
Go to Profile dropdown → Team Billing
Click Change Plan
Select a lower tier
Click Update Plan to confirm
Important downgrade restriction
You can only downgrade to a tier that covers your current contact count.
Example: If you have 12,000 contacts, you cannot select the 10,000 tier. You'd need to delete contacts first to bring your count below 10,000.
How downgrade billing works
When you downgrade to a lower tier:
The change takes effect immediately
The unused portion of your current tier is credited to your account
This credit applies automatically to future invoices
Your next invoice will reflect the new tier price minus any credit
Example: You're on the 15,000 tier ($79.99/month) and downgrade to the 10,000 tier ($59.99/month) on day 10 of a 30-day cycle. You'll receive a credit for approximately 2/3 of $79.99 (the unused portion). This credit applies to your next invoice.
Note: Credits are non-refundable to your payment method. They stay in your SendX account and reduce future charges.
Switching between monthly and annual billing
Annual billing saves 25% compared to monthly. You can switch billing cycles from the same Change Plan screen.
Switching to annual billing
Open the Change Plan modal
Toggle the billing interval to Annual
3. Notice the updated annual price and the effective monthly rate
4. The effective monthly rate shows your savings
5. Select your tier at the annual rate and complete the payment process.
Switching back to monthly billing
Open the Change Plan modal
Toggle the billing interval to Monthly
3. Select your tier and confirm
When switching from annual to monthly, any unused portion of your annual plan is credited to your account and applied to future monthly invoices.
Using a coupon code
If you have a promotional coupon, you can apply it during the upgrade process.
In the Change Plan modal, find the coupon code field
2. You can also apply the coupoun code on the Stripe payment page.
3. The discount will be reflected in your total
Viewing your updated plan
After making changes, you can verify your new plan details:
Go to Profile dropdown → Team Billing
Your updated tier and pricing will be displayed
3. You can also check the Team Cost Overview section for a summary
When plan changes take effect
Change Type | When It Takes Effect | Billing Impact |
Upgrade | Immediately | Prorated charge now |
Downgrade | Immediately | Credit to account |
Monthly → Annual | Immediately | Pay annual minus credit |
Annual → Monthly | Immediately | Credit to account |
Important notes
Stripe handles all proration. You'll see the exact amount on the confirmation page before paying.
Credits are non-refundable. They apply to future invoices, not back to your card.
Downgrade restrictions. You must be within the target tier's contact limit.
No approval needed. All changes are self-service and instant.
Common questions
Can I upgrade and downgrade multiple times in one month?
Yes. Each change is calculated independently. However, frequent changes can make your billing confusing to track.
I downgraded but my invoice still shows the old amount. Why?
The credit from your downgrade applies to future invoices. Your current invoice may have been generated before the change. Check your next invoice to see the credit applied.
What if I want to pause my account instead of downgrading?
SendX doesn't currently offer a pause feature. Your options are to stay on your current tier, downgrade to a lower tier, or let your plan expire (cancellation feature coming soon).
Can I upgrade for just one month during a big campaign?
Yes. Upgrade before your campaign, then downgrade afterward. You'll pay the prorated higher rate for the days you were on that tier, and receive credit when you downgrade.
How long does it take for the upgrade to take effect?
Immediately. As soon as payment processes, your new tier is active and you can use the additional contact capacity.
I changed my mind right after upgrading. Can I undo it?
You can downgrade back to your previous tier. You'll receive credit for the unused portion of the upgrade. However, you can only downgrade if your contact count is within the lower tier's limit.