Change or cancel your plan
The business owner or an admin changes the plan in Dave on the web. Open Settings → Billing. If you have more than one business, switch to the right one first. The iOS and Android apps show your usage but don't change plans.
Change your plan
- Open Settings → Billing and choose Change plan on your Current plan card. The plans open full screen, starting on your current plan.
- Choose Monthly or Annual, then choose the plan you want.
- Review the change. It shows what's charged today, including tax, or the date the change starts. To pick another plan, choose Go Back.
- Confirm the change.
To leave without changing anything, choose Cancel in the top left.
You can always move up right away, and move down when your plan renews.
| Change | When it happens | What you pay |
|---|---|---|
| Move up a plan | Right away | The difference for the rest of your month or year |
| Monthly to yearly | Right away; a new yearly term starts today | The yearly price, less credit for unused time |
| Move down a plan | When your plan renews | Nothing now; the lower price from renewal |
| Yearly to monthly | When your year ends | Nothing now; the monthly price from then |
- Moving up adds the extra credits and uploads for the rest of this month straight away. For example, moving from Pro to Growth halfway through the month adds 1,750 credits. From your next refill you get everything the new plan includes each month.
- If your card is declined or needs extra verification, the change doesn't go through and your plan stays as it was. The reason shows on the review.
- Moving down to a plan with room for fewer people: remove people first so your team fits. See team size on each plan.
- Moving down to Lite: texts to clients stop, and payment reminders go by email only.
A booked change shows as Your plan changes to … on … in Billing. To call it off, choose Keep with your current plan's name. Moving up also cancels a booked move down.
Cancel renewal
- Open Settings → Billing.
- Choose Cancel renewal and confirm.
Your team keeps access until the end of the month or year you've paid for. Nothing else is charged after that. Your clients can still pay open invoices, and you can export your data from Settings → Data Export.
- Monthly plans have no refund for the current month.
- Yearly plans: cancel within 14 days of your first yearly charge and contact support. We refund the yearly price minus one month at the monthly price. After 14 days, there's no refund for the rest of the year.
- In your free trial, cancelling means nothing is charged. See your 14-day free trial.
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