> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your subscription

> Buy Gold seats, add seats later, update your card, and know what happens if a payment fails.

Buy seats in a few clicks and change them later without writing to support.
Self-serve billing runs through a secure checkout and a billing portal, so your card details never
touch Salesfinity.

<Note>
  Only the **team owner** or someone with an **Admin** seat can buy, change or cancel a plan.
  Members can see seat counts and the subscription status, but not change them.
</Note>

## Buy your first seats

<Steps>
  <Step title="Open the Plans page">
    A team without a plan is taken to the **Select your plan** page when it signs in.
  </Step>

  <Step title="Pick monthly or annual">
    Use the **Monthly** and **Annual** toggle at the top. Annual billing saves 17%.
  </Step>

  <Step title="Choose seats and add-ons">
    Set the number of Gold seats, from 1 to 5. Tick **+ SmartEnrich** if you want each seat to get
    200 enrichment credits a month. The card shows your total before you pay.
  </Step>

  <Step title="Pay in checkout">
    Select **Get started** to open checkout. When it finishes, your seats appear on the
    **People** tab within a few seconds, and you can [invite your team](/account/seats-and-roles).
  </Step>
</Steps>

<Tip>
  Need more than 5 seats, international dialing, or a custom credit amount? Those plans go through
  sales. Use **Need 6+ seats? Contact sales** on the Plans page.
</Tip>

If you leave checkout before paying, you come back to the Plans page with a note that no charge
was made.

## Change seats, plan or card

Once your team has a subscription, every change happens in the billing portal.

<Steps>
  <Step title="Open Settings › People">
    Your seat pools show at the top, with **Total licenses** and **Licenses in use** for each plan.
  </Step>

  <Step title="Select Manage Subscription">
    The billing portal opens in the same browser tab.
  </Step>

  <Step title="Make your change">
    Add or remove seats, switch plans, update the card on file, or cancel.
  </Step>
</Steps>

The Plans page shows **Current plan** on the plan you have, and **Switch in billing portal** on the
other. You cannot start a second subscription on top of a live one, so you are never billed twice.

## If a payment fails

| What you see | What it means | What to do |
| - | - | - |
| A **past due** badge on your seat card | A charge failed and is being retried. Your team keeps working for 2 days. | Update your card in **Manage Subscription**. |
| A **suspended** badge, and a dialog over the dashboard | The 2-day grace period ended. The team cannot use Salesfinity until the payment goes through. | The owner or an admin updates the card in the billing portal. |
| The Plans page with a note that your subscription ended | It was canceled, or the payment could not be collected. | Pick a plan again. Your team, contacts and call history are all still there. |

## Enterprise billing

Enterprise and Enterprise Plus teams are billed through their contract, not through self-serve
checkout. Their seat cards show **Contact Sales to Upgrade**. To add seats or change your plan,
talk to your account team.

## Next steps

<CardGroup cols={2}>
  <Card title="Invite your team" icon="user-plus" href="/account/seats-and-roles">
    Put your new seats to work.
  </Card>

  <Card title="Choose the right plan" icon="layer-group" href="/account/plans">
    Compare what each plan includes.
  </Card>
</CardGroup>


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