Skip to content

2 min read

Manage billing and change plans

Change your plan, buy credits, update your card, download invoices, or cancel — from Plan & credits.

Billing is self-serve. Plans, credit top-ups, payment methods, invoices, and cancellation all live on one page, and the parts that touch your card open Stripe's secure billing portal.

Step by step

  1. Open More → Billing in the sidebar, or Settings → Account → Plan & credits.

  2. Your plan and credit balance show at the top. Click Manage plan to upgrade or downgrade.

  3. Need more credits mid-month? Click Buy on a top-up pack — pack credits never expire.

  4. Click Manage billing & invoices to update your card, download past invoices as PDFs, or cancel. Cancelling keeps your plan through the end of the paid period, then moves you to Free.

Need help with something else? Browse all guides or email support.

Max, the captain of your CloseBoss AI team

One captain. One AI team. Your success.

Don't do it all. Ask Max.

Tell Max what you need — he puts your whole AI team to work, around the clock.

Ask Max free