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How to upgrade a subscription

Whether your team is growing or you need more advanced features, upgrading your subscription in ApprovalMax is a straightforward process.

You can move to a higher plan tier, increase your plan size, switch from monthly to annual billing, or combine these changes in a single upgrade.

Please note: When upgrading your plan, any unused usage from the current billing period carries over, and the new plan's limits apply immediately.

To upgrade your subscription:

  • Click on your Avatar icon and select Billing & Subscriptions:

  • In the Organisations tab, locate the Organisation you want to upgrade and click on Upgrade at the end of its row:

  • On the Upgrade subscription page, you can change your plan size, upgrade your plan tier, switch from monthly to annual billing, or make multiple changes at once:


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To change Plan Size:

In the "Plan Size" section, select your new plan size and click on Save and Review Order:

To change Plan Tier:

In the "All Plans" section and click on Upgrade on the tier you wish to move to:

To change Billing Cycles:

  • To switch your billing cycle, use the Monthly / Annual toggle in either the Active plan section or the All plans section:

To upgrade both Plan Size and Tier:

Simply fill out the new Plan Size details first, then click on Upgrade under the specific Subscription Tier you want to join.

  • After making your selections, you will be taken to the Payment Summary page, where you can still make last-minute edits to your upgraded plan.

  • Review the information carefully. If everything looks correct, confirm your billing details and payment method, tick the Terms & Conditions box and click on Pay now to complete the upgrade:

  • Once the payment is processed, your upgraded subscription will take effect immediately.

Please note: When you upgrade your subscription mid-cycle, ApprovalMax will apply a prorated charge to ensure you only pay for what you use.

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