Your plan should match the season you are in, not the one you signed up in. Subscription Management is where you manage your subscription plan, billing, and account settings.
1 Open subscription management
Find it under Settings, then Subscription. It shows your current plan and your billing.
2 Know what your limits are
Plans differ on real, enforced limits, not just on marketing bullets:
- Number of team members
- Monthly SMS allowance
- Certain features: crew features, customer texting, the customer portal and QuickBooks sync, which start on Growing, and a custom domain for the portal, which comes with the Business plan ($149 a month, unlimited team members, 5,000 texts a month)
Customers are not on that list. Every paid plan takes an unlimited number of them, so your book can grow as far as it will without the plan being the thing that stops it.
These are enforced. When an invite fails, a limit is usually the reason rather than a fault.
3 Moving up a tier
Upgrade when you hit a limit or need a gated feature. The signs are concrete: you cannot invite the person you just hired, or you are manually doing something a higher tier would do for you. Customers are unlimited on every paid plan, so a growing book is never the reason.
Upgrading is not a growth strategy in itself. If a feature will not either save you hours or collect money faster, the money is better spent elsewhere.
4 Moving down a tier
Downgrade if you sized up in a hopeful spring and the work did not follow. There is no shame in it and it is a normal thing to do.
Before you do, check you are inside the lower tier’s limits. Customers are unlimited on every paid plan, so the one to watch is team members: if you have 12 people on the account and the tier below allows 10, sort that out first rather than discovering it mid-change.
A downgrade takes effect at the end of the period you have paid for. Until then the subscription page says Your plan changes to the new plan on that date. Changed your mind because the work picked up after all? The owner can click Keep my current plan before that date: the change is canceled and you stay on your plan at your current price.
5 Before you cancel, consider pausing
If the reason is seasonal rather than permanent, do not cancel. Pause your account for the off-season instead, from the same page, which stops billing while you are not working and brings you back automatically on March 1 with everything intact.
Cancelling in November and rebuilding in March is a lot of unnecessary work.
6 If you do cancel
When you cancel, your data is not deleted right away. ClippingCash keeps it for 90 days after your paid period ends, then permanently deletes it, invoices and payments included. Backups roll off within about 6 months. If you resubscribe before then, everything is still there: customers, properties, jobs, invoices and history.
After the 90 days it is gone and cannot be brought back. If you may want it later, export it before then. For a trial that ends without a plan, see what happens when your trial ends.
Before cancelling, get your data out. Download the year-end tax package and export your invoices, payments and timesheets, because erasure deletes invoices and payments too. For a full copy of everything, use our privacy request form. That is ordinary prudence with any software, not a comment on ours.
Timing it
The cheapest month to change anything is the quiet one. Sorting your plan out in January, when nothing is growing and nobody is ringing, is far easier than trying to reason about it in May.