How to upgrade or downgrade your subscription plan

With SmartTrade App you have no fixed contracts and can upgrade or downgrade your plans to fit your businesses at any point in time. There is a free Plan Payments which allows you to take customer payments and send receipts and if you need invoices, quotes and team management you can upgrade to the subscription plans of Invoicing Plus and Teams respectively. 

SmartTrade seeks to provide maximal flexibility so if you are hosting an event or have irregular market events you can upgrade for the relevant period to take advantage of records and reports or taking payments as a team (e.g. fund raising event) and then downgrade to the free Payments plan in the intervening periods.

To view your plans and billing, and perform any changes, you need to log in to your online dashboard. Once you've successfully logged in, you select the "Plans & Billing" section from the drop-down menu in the upper right corner of your screen. 

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You will be guided to the "Plans" page, where you can switch to any other plan or take advantage of the 15% subscription discount available with our Annual Plans.

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where a summary of the plan features is included below.

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