Plan and billing

Plan & Billing shows the package your agency is on, how much of it you use, and lets you change plan and manage payment. Open it from the profile menu (your initials at the top right) → Plan & Billing. Payments are handled by our payment provider, Dodo Payments; AgencyOS never sees your card details.

What’s on the screen

• Summary (callout 1): Current plan and its price, Status (for example active, or Cancels at renewal) with the billing cycle, and the Renewal date.
• Included with … (callout 2): each limit of your plan with your current usage, for example team users, workspaces and websites. See Plans and limits.
• Tabs (callout 3): Change plan, Billing and History.

Change plan

1. On the Change plan tab, choose Monthly or Yearly. Yearly prices are shown per month and billed once a year.
2. Click the button on the plan you want:
   • Subscribe to … when you have no paid subscription yet. You go to Dodo Payments’ secure checkout, pay the first period, and auto-renewal starts.
   • Switch to … when you already pay for a plan. AgencyOS shows Confirm plan change with the prorated amount that will be charged to your card straight away. Click Charge card and switch plan to go ahead.
   • Contact sales on Enterprise, which is priced individually.
3. While Dodo Payments confirms the change, a message says the change is waiting on confirmation. Your new limits apply once it’s confirmed.

A plan marked Current is the one you’re on. If a plan isn’t sold on the cycle you picked, it says Not available for yearly billing yet, for example.

Downgrade to Free

• With a paid subscription, Downgrade to Free is scheduled: you keep your paid plan and features until the renewal date, then move to Free automatically.
• Without an active subscription, the move to Free happens straight away.
• Nothing is deleted. If you use more than Free allows, you just can’t add more of that item until you upgrade or remove some.

If a plan change gets stuck

• We couldn’t charge your card for the upgrade: update your card with Add or change payment method on the Billing tab. The charge is retried automatically.
• Needs a billing support review: our team is looking at it; you don’t need to do anything.

Until a stuck change is resolved, other plan changes are unavailable.

Payment, invoices and renewal

The Billing tab shows whether Auto-renewal is on.

• Add or change payment method replaces the card used for your subscription.
• Invoices & Dodo billing portal opens Dodo Payments’ portal, where you can download invoices and manage saved cards.
• Start subscription with auto-renewal or Reactivate subscription appear when you are on a paid plan without an active subscription.
• The Free plan needs no payment method.

Stop auto-renewal

Under Danger zone, Stop auto-renewal cancels the subscription at the end of the period you’ve paid for. You keep full access until the renewal date, then the agency moves to Free. No data is deleted. The status changes to Cancels at renewal.

History

The History tab lists plan changes and renewals: date, action, plan, renewal date, amount and who made the change.

Past due and restricted billing

If a renewal payment fails, a banner appears at the top of every screen.

Banner	What it means	What still works
Payment past due	The payment failed. You have a grace period, normally 14 days, shown as a date in the banner.	Everything.
Account restricted for non-payment	The grace period ended without payment.	You can sign in, view and download your data, delete things, and fix billing. Creating and editing records is blocked and publishing to social networks is paused.

To restore full access:

1. Click Update payment method in the banner. It opens Plan & Billing on the Billing tab.
2. Click Add or change payment method and enter a working card with Dodo Payments. The outstanding amount is collected.
3. Once the payment is confirmed, the banner disappears and everything unlocks. Paused publishing resumes on its own.

If the restriction stays unresolved, the banner gives the date on which the agency moves to the Free plan.