> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://salesrobot.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Manage Your SalesRobot Plan and Billing ## How to Check Your Current Plan * Open SalesRobot and go to the **Accounts** page. * At the top, look for a button that shows **Your Plan**. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466189078/9b0b519557f4d0fe48502c54746d/zight-2024-8-19-at-135039_6pexin.png?expires=1744286400&signature=586c50e37a777187e7ef016980b36d83d88b4d862b4f0e3fb61c77e2f2283f0d&req=dSQhEMh2lIFYUfMW3nq%2BgSfVuJBBCmDXYea3gQI0cX%2F3TQF153YTeAVMvpnO%0AbyBaXimoSsWW15YK5U9CAGXrey8%3D%0A) * Hover over it to see your current plan. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466189922/fe2bf4486b4290ee38fc4c1a8471/zight-recording-2024-8-19-at-1_xmduyn.gif?expires=1744286400&signature=6d962cb5068e6f6f2fd5619187934e7ddd7c8790b69fe8fd0439f42f786b0da9&req=dSQhEMh2lIhdW%2FMW3nq%2BgXx0mhvZ%2BinclmNmtIj6e55Ih0qqa1WEspRfyqE9%0AQPkJqY9yXqZYzRf5RbUfOOw8icE%3D%0A) * Click the button for more details. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466189463/fbd0c330566f4244cd218fe8a42f/zight-2024-8-19-at-135601_9cl05p.png?expires=1744286400&signature=614056e12ca7729dd6e2033f74fe639022f136d827e8c6327b5dfbbc75dbeb1d&req=dSQhEMh2lIVZWvMW3nq%2Bgd9rGEx4YRpTC63jl2MCWNR2YV9AuGORRarrTq3A%0AOAd%2BnCsVJrkWFi%2BTKRxeFPgapi0%3D%0A) ## How to Upgrade or Downgrade Your Plan **If you're on a free trial:** * Go to the **Accounts** page. * Click **Buy Subscriptions**. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466191903/8cd32c73403018ccc391d586581f/zight-2024-8-6-at-142651_1kyus1c.png?expires=1744286400&signature=1a4a509986ed7978708be617525d94775a5f7bc6615a15d064ef15aaba6e487d&req=dSQhEMh3nIhfWvMW3nq%2BgRghNyXkhQaqctMeIuthP8nQIGPSZeWxKqsU9OJf%0ATP1dfz6RGB4grhF9dPPgWuwfOrk%3D%0A) * Choose your plan and quantity. * Click **Pay** to start your subscription. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466192188/3d63debd817b0eb0783aa45458f5/zight-recording-2024-8-6-at-14_1bvoluh.gif?expires=1744286400&signature=7acc9e245581a30788b1140f143244b928d51e49a3f1d9dc62dd362131ca0ad3&req=dSQhEMh3n4BXUfMW3nq%2BgcqcCqXNzPwJRLgCHNv2jvBFUxyk%2B3sqyMH%2B8mmf%0AD8DHE63kTSJiIO9YHUz62CYAMNo%3D%0A) **If you're already on a plan:** * Head to the **Accounts** page. * Click on the **Your Plan** button at the top. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466192418/c686fc8ff16d840b7472cc097915/zight-2024-8-6-at-142202_zjs7sc.png?expires=1744286400&signature=71925e614c2460426c84427806bd5154fed0cc60e4f9627d45202518cce8a0e4&req=dSQhEMh3n4VeUfMW3nq%2Bgd6LioqY2VwMs%2BRW76ioOcXODaNiiehxt60XpAIz%0A7kOvm75pxMz8e9LuX4UV8VDiqcE%3D%0A) * You’ll see your current plan and options to upgrade or downgrade. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466192560/9f9093bfc1f09f463441e32154c5/zight-2024-8-6-at-142348_1gy84da.png?expires=1744286400&signature=2bd8d5c2b35f1d3cf6ecfdbd79056b5666bc41976ae3ebfb2feeeae5a7ffd96a&req=dSQhEMh3n4RZWfMW3nq%2BgfBeWHA7%2Bh0C8RmIP7XWGkWWYO49phwHTjVaHqV%2B%0AP7BpiMXlQKScXOjBwGSn8kYCyEg%3D%0A) ## How to Find Invoices & Edit Payment Info * Go to the **Accounts** page. * Click the **three dots** (⋯) beside your account. * Select **Invoice** from the menu. * A popup will appear—click the link to open your billing portal. * In the portal, you can download invoices or update your card details. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466193740/801d8b780a3ded14d81417bf8db1/zight-recording-2024-8-6-at-15_145afp0.gif?expires=1744286400&signature=0484dce207ed8788b6430d82f508c9984029250b8c68eb40bd4a9ccddb5dab9d&req=dSQhEMh3noZbWfMW3nq%2BgVgdBIVsH6W6ZOMap3WzXfLKUbSAA6plhyE%2F2OT4%0AiB6T5YDJLCnG4y4FgKZGoezrKj4%3D%0A) ## How to Transfer Billing to Someone Else * Add the new person's account to your system. * Make sure their account is in **Trial Expired** mode. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466195059/4c037a41c40d6eadfbfa418ab39c/screenshot-2024-08-16-at-51750_1itslx4.png?expires=1744286400&signature=77566b030cd88ba43cab8da65a74b1cb646624d0801be164342821fc5b0cddff&req=dSQhEMh3mIFaUPMW3nq%2Bgbvl7y1HffAvVarzhrbuYiC%2FkuiU5lrLXHLf3nN7%0AAAKxsImhPs2IH%2BWAmHhfWzFFQWc%3D%0A) * Go to the **Accounts** page and click the **three dots** next to the old account. * Choose **Transfer Billing** from the menu. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466195312/fd4c3d10149326f76fd7799a3922/zight-2024-8-16-at-051826_1ixgudd.png?expires=1744286400&signature=262bab8a90e276db886f055e0385594748295077159786170015c50f0d97b292&req=dSQhEMh3mIJeW%2FMW3nq%2Bgf8Ogpa0xW7so7S98sny%2FPccUCZ0qD%2FT50O2OGt6%0A3ruow4gSXIuApY6unkeYf05Rr4k%3D%0A) * Select the new account from the list and click **Transfer**. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466195602/b4fd2791b0e72e7ac2eabf5c5c61/zight-2024-8-16-at-052020_796ep5.png?expires=1744286400&signature=307885e1bb58d030dedeeddf0518a1f6607aa2265b8f87f129f6b6153a159d17&req=dSQhEMh3mIdfW%2FMW3nq%2BgaO65C0SFfkTyaV8Om1LzwcSQ1HIw25RMVfNrdn2%0AE3LNK9q%2B9hl5DW39%2Bfxcw4iHoO4%3D%0A) * The old account will disconnect—go ahead and delete it if no longer needed. **Note**: Make sure both accounts are in the same system for this to work. ## How to Cancel Your Subscription * Open the **Accounts** page. * Click the **three dots** (⋯) beside your account. * Choose **Cancel Subscription**. ![](https://downloads.intercomcdn.com/i/o/h7p0rlww/1466198474/14b3053388bc96ab33879db9a4e7/zight-2024-8-16-at-102225_1v2oq9x.png?expires=1744286400&signature=6a4b98a720a709dae6de2914c7ac80064b445384502bf408c8644e699692c668&req=dSQhEMh3lYVYXfMW3nq%2Bgdmdbswi4ctmkz5iwr0z33TnS22pObqoDkUh3l07%0AYY5nNKrWGojTvHqDgM8QKH4PIp8%3D%0A) * A 3-step window will appear on the right. * Review and confirm, pick a reason, and decide if you want to proceed. **Note**: You will still have access until your billing period ends.