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

# How to upgrade or downgrade your ShortPen plan

> Upgrade or downgrade your ShortPen plan anytime. Change limits, features, and billing with instant or scheduled updates.

**Short answer**: Go to **Settings → Billing and Plan**, click **View plans**, pick a new plan, and confirm. Upgrades charge only the prorated difference for the rest of the cycle. Downgrades don’t refund the current cycle; they take effect at the next renewal.

## How to change your plan: Steps

<Steps>
  <Step title="Open Billing">
    In ShortPen, go to **Settings → Billing and Plan**.

    You’ll see your **active plan** and **usage bars** (users, workspaces, events).

    ***
  </Step>

  <Step title="View available plans">
    Click **View plans**.

    ***
  </Step>

  <Step title="Choose the target plan">
    Click **Upgrade** (or **Downgrade**) on the plan you want.

    ***
  </Step>

  <Step title="Confirm">
    Check the summary and **confirm**.

    Your plan status updates on the **Billing and Plan** page.

    You can change the plan **anytime** from here.
  </Step>
</Steps>

## How billing works mid-cycle

* **Upgrade**

  We credit the amount you already paid for the remaining days of your current plan and charge **only the difference** for the rest of the cycle. Your higher limits/features start **immediately** after confirmation.
* **Downgrade**

  You **keep** your current (higher) plan until the renewal date, then the lower plan starts. Same if you move to **Free**, it starts at renewal. Your links and data stay, features over the new plan’s limits pause when the lower plan begins.

<Info>
  **See also**: [Understanding ShortPen plans and limits](/account-billing-security/plans-and-limits/plans-and-limits)
</Info>

## FAQ

<AccordionGroup>
  <Accordion title="Will downgrading delete my links or data">
    No. Content stays. Features beyond the new plan’s limits **pause** when the downgrade starts.
  </Accordion>

  <Accordion title="Who is allowed to change the plan">
    Only the [**Organization owner**](/key-concepts/roles-and-permissions) (has billing access).
  </Accordion>

  <Accordion title="Where can I see current usage vs limits">
    On **Settings** → **Billing and Plan**, under [**Usage and limits**](/account-billing-security/plans-and-limits/plan-usage).
  </Accordion>
</AccordionGroup>

## Related links

* [Understanding ShortPen plans and limits](/account-billing-security/plans-and-limits/plans-and-limits)
* [How to view your ShortPen plan and usage](/account-billing-security/plans-and-limits/plan-usage)
* [What happens when you exceed your ShortPen plan limits](/account-billing-security/plans-and-limits/plan-limits-exceeded)
* [Understanding roles and permissions in ShortPen](/key-concepts/roles-and-permissions)
* [How organizations work in ShortPen](/key-concepts/organization-overview)