# Managing Your Subscription

Learn how to manage your Kaana subscription.

Updated over a month ago

## Accessing Billing

{% stepper %}
{% step %}

### Access Billing

* Go to your profile icon in the top right of the page
* Select **Billing**

Note: Requires Owner role.
{% endstep %}
{% endstepper %}

## Subscription Overview

View your current subscription:

* Current plan
* Billing cycle (monthly/annual)
* Next billing date
* Number of seats
* Current cost

## Changing Your Plan

### Upgrade

{% stepper %}
{% step %}
Click **Change Plan**
{% endstep %}

{% step %}
Select the new plan
{% endstep %}

{% step %}
Review what's included
{% endstep %}

{% step %}
See price difference
{% endstep %}

{% step %}
Click **Upgrade**
{% endstep %}
{% endstepper %}

Upgrades are effective immediately. You'll be charged the prorated difference.

### Downgrade

{% stepper %}
{% step %}
Click **Change Plan**
{% endstep %}

{% step %}
Select the new plan
{% endstep %}

{% step %}
Review what you'll lose
{% endstep %}

{% step %}
Click **Downgrade**
{% endstep %}
{% endstepper %}

Downgrades take effect at the end of your current billing period.

## Managing Seats

### Add Seats

{% stepper %}
{% step %}
Click **Add Seats**
{% endstep %}

{% step %}
Enter how many to add
{% endstep %}

{% step %}
See prorated cost
{% endstep %}

{% step %}
Click **Add**
{% endstep %}
{% endstepper %}

New seats are available immediately.

### Remove Seats

{% stepper %}
{% step %}
Click **Remove Seats**
{% endstep %}

{% step %}
Enter how many to remove
{% endstep %}

{% step %}
Note: Must deactivate users first
{% endstep %}

{% step %}
Click **Remove**
{% endstep %}
{% endstepper %}

Changes take effect at next billing cycle.

## Billing Cycle

### Switch to Annual

{% stepper %}
{% step %}
Click **Switch to Annual**
{% endstep %}

{% step %}
Review annual price
{% endstep %}

{% step %}
See your savings
{% endstep %}

{% step %}
Confirm change
{% endstep %}
{% endstepper %}

Save money with annual billing. Changes apply at next renewal.

### Switch to Monthly

{% stepper %}
{% step %}
Click **Switch to Monthly**
{% endstep %}

{% step %}
Review monthly price
{% endstep %}

{% step %}
Confirm change
{% endstep %}
{% endstepper %}

Changes apply at next renewal.

## Payment History

### View Invoices

{% stepper %}
{% step %}
Go to Billing
{% endstep %}

{% step %}
Click **Payment History**
{% endstep %}

{% step %}
See all past invoices
{% endstep %}

{% step %}
Download PDFs
{% endstep %}
{% endstepper %}

### Invoice Details

Each invoice shows:

* Invoice date
* Amount
* Payment status
* Items included

## Pause Subscription

{% stepper %}
{% step %}
Click **Pause Subscription**
{% endstep %}

{% step %}
Select pause duration
{% endstep %}

{% step %}
Confirm
{% endstep %}
{% endstepper %}

During pause:

* Access is limited
* Data is preserved
* Billing stops

Resume anytime to restore access.

## Cancel Subscription

{% stepper %}
{% step %}
Click **Cancel Subscription**
{% endstep %}

{% step %}
Provide reason (optional)
{% endstep %}

{% step %}
Review what happens
{% endstep %}

{% step %}
Confirm cancellation
{% endstep %}
{% endstepper %}

After cancellation:

* Access continues until period end
* Data is retained temporarily
* You can resubscribe later

## Reactivating

{% stepper %}
{% step %}
Log in to Kaana
{% endstep %}

{% step %}
You'll see reactivation prompt
{% endstep %}

{% step %}
Choose a plan
{% endstep %}

{% step %}
Enter payment info
{% endstep %}

{% step %}
Access is restored
{% endstep %}
{% endstepper %}

## Billing Contact

{% stepper %}
{% step %}
Go to Billing
{% endstep %}

{% step %}
Click **Billing Contact**
{% endstep %}

{% step %}
Enter email address
{% endstep %}

{% step %}
Save
{% endstep %}
{% endstepper %}

Update who receives billing emails.

## Billing Issues

### Failed Payment

{% stepper %}
{% step %}
You'll receive notification
{% endstep %}

{% step %}
Update payment method
{% endstep %}

{% step %}
Retry payment
{% endstep %}
{% endstepper %}

## Questions

<details>

<summary>Billing questions and next steps</summary>

* Check payment history
* Review your plan details
* Contact support if needed

</details>

***

Related Articles

* [Subscription Plans](https://docs.kaana.com/product/billing-and-plans/subscription-plans)
* [Program Planner](https://docs.kaana.com/product/planning-and-resources/program-planner)
* [Roles & Permissions](https://docs.kaana.com/product/billing-and-plans/broken-reference)
* [Payment Methods](https://docs.kaana.com/product/billing-and-plans/payment-methods)
* [Managed Services](https://docs.kaana.com/product/managed-services/managed-services-overview)