---
title: "Changing or canceling your plan"
description: "Where billing lives, and how to upgrade, switch billing periods, downgrade, or cancel."
url: https://help.roasform.com/en/articles/40-changing-or-canceling-your-plan
collection: "Pricing"
updated: 2026-11-12
language: en
---

# Changing or canceling your plan

Where billing lives, and how to upgrade, switch billing periods, downgrade, or cancel.

Billing belongs to the agency rather than to a single subaccount, so it lives in the **Agency View**: click your workspace name at the top of the sidebar, choose **Agency View**, then **Billing**. Only the account that created the agency — the Super Admin — can see it.

The page has three parts: **Products**, **Cards**, and **Invoices**.

## In this article

-   Your plan at a glance
    
-   Upgrading
    
-   Changing an active plan
    
-   Canceling
    
-   Cards
    
-   Invoices
    

## Your plan at a glance

The ROASForm product card shows your current plan, and on Free it shows a submissions bar counting against your 50.

![](https://staticfiles.gleap.io/p69cab0c4c0127a1b184858ea/kPiVdAg3D3BN8ZB4kMUsbzMwglrSh1X2FMtoEgKuhO91vGLTdgMTouaYwrJ1l7TdsRA2fCKkrLc.png)

1.  The product card — plan name and, on Free, submissions used
    
2.  **Upgrade**
    

The short version of what each plan includes:

-   **Solo** — unlimited submissions, 1 subaccount, team invites.
    
-   **Agency** — everything in Solo, plus unlimited subaccounts.
    

> **Info:** **Note:** Full badge removal isn't simply "a paid feature". An annual plan removes the badge from every form; a paid monthly plan shows a mini badge.

Full prices are on ROASForm pricing.

## Upgrading

1.  Click **Upgrade** on the ROASForm card, or **Unlock unlimited** in the sidebar.
    
2.  Pick **Solo** or **Agency**, and **monthly** or **annual** billing.
    
3.  Add a card and start the **10-day free trial**.
    

Nothing is charged today. You get full access to every feature immediately, and we email a reminder on day 7, before the first charge. Cancel before day 10 and you pay nothing.

> **Info:** **Note:** Annual is billed once for the year and labeled **3 months free**. Priced per
> month it works out to **$97** for Solo (vs $139 month-to-month) and **$279** for Agency (vs
> $399) — about 30% off the monthly rate.

## Changing an active plan

With a subscription running, the card shows **Change Plan**, with **Upgrade to Agency** or **Downgrade to Solo**.

**Downgrading to Solo** keeps one subaccount with unlimited submissions. If you have several, the confirmation lists exactly which subaccounts will be deleted, including their forms, leads, and submissions.

> **Info:** **Important:** Export anything you need from those subaccounts before you confirm a
> downgrade. Deleted subaccounts and their submissions don't come back.

**Switch to Annual** and **Switch to Monthly** are available at any time, and the change applies from your next billing cycle.

## Canceling  

1.  Click **Cancel subscription** on the card.
    
2.  Tell us why. The feedback box is required — you can't continue without it.
    
3.  On a **monthly** plan, you're then offered **50% off for 3 months** to stay (it goes back to full price after that). Choose **No thanks, cancel and downgrade to Free** to go ahead. If you're on an **annual** plan, or you've already taken this offer once, there's no offer step — clicking continue cancels directly.  
    
    > **Info:** Only the original super admin can cancel the plan or change billing info.
    

Your plan stays active until the end of the current billing period. The card shows "Cancels soon" and you can hit **Resume** any time before then.

After the period ends you're on Free: the badge returns, team invites stop, and any extra subaccounts become read-only until you resubscribe, and you’ll be limited to 50 submissions max per month. **Your forms and data are not deleted.**  

## Cards

Use **Add card** to store another payment method, set one as **Default**, and remove the others with the x. You can't remove your only card while a subscription is active.

> **Info:** **Tip:** Add a backup card. If the primary card fails, we charge the backup and your forms
> keep working. Without one, a failed payment eventually pauses your forms — an expensive
> way to find out a card expired.

## Invoices

Every charge appears under **Invoices** with the product, amount, date, and status. You can search by product or amount, download a PDF, or open the invoice in Stripe.

## Good to know

Billing runs through Stripe, so card details never touch ROASForm's servers.

Changing plans keeps everything else intact: forms, integrations, field mappings, and leads stay exactly as they were.

Need a plan change mid-cycle, or have a refund question? Message us from the chat bubble and include your agency name.

## Related articles

-   ROASForm pricing
    
-   Remove the "Powered by ROASForm" badge
    
-   [Subaccounts and the Agency View](https://help.roasform.com/en/articles/38-subaccounts-and-the-agency-view.md)