Moving between plans

You can move between plan tiers within the same product at any time.

Each product has its own rules and limits when downgrading:

• Sage Accounting (Start, Standard, Plus): You can downgrade between plans at any time. To move to Start, make sure you have no unpaid or unallocated transactions other than sales invoices
• Sage Accounting Individual: You can downgrade to the Free plan if your business is within the bank account and attachment storage limits
• Sage Payroll: You can downgrade between Payroll tiers. You may lose access to some HR modules, but you’ll continue to pay based on the number of active employees

Read more about Sage Payroll billing.

Moving between products

You can’t switch directly between Sage Accounting (Start, Standard, or Plus) and Sage Accounting Individual (Free or Paid).

If you use a bundled plan, you can only move between products that are part of your plan.

To move to a different product, you’ll need to start a new subscription.

Before you begin, you must log in as the Administrator or have relevant permissions to manage subscriptions.

1. From your Business name drop-down navigation menu, select Manage business.
2. Select the Subscriptions (or Subscriptions and Invoices) tab.
3. Here you can view your current subscriptions. Select Manage subscriptions. 
    TIP: Select Compare features to view the differences between subscription tiers.
4. Review the Pricing plan section to make sure you're happy with the changes.
5. Select Apply selections.
6. Finally, confirm your billing address and payment method. 

Upgrade your Sage subscription