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

# Upgrading your plan

> Learn how to upgrade your Contafy subscription and manage billing

Upgrading your Contafy plan is a straightforward process that can be completed in minutes through the dashboard. This guide walks you through the upgrade process and subscription management.

## How to upgrade

Follow these steps to upgrade to a higher-tier plan:

### Step 1: Navigate to subscription settings

1. Log in to your Contafy dashboard
2. Go to **Dashboard** > **Setup**
3. Select the **Subscription** tab

### Step 2: Select your new plan

1. Review the available plans and their features
2. Toggle between **Monthly** and **Annual** billing to see pricing options
3. Click **Mejorar Plan** (Upgrade plan) on your desired plan

<Note>
  The Annual billing option provides a **15% discount** compared to monthly billing.
</Note>

### Step 3: Apply promotion code (optional)

If you have a promotion code:

1. Enter the code in the "Código de promoción" field
2. The discount will be validated and applied at checkout
3. Invalid or expired codes will display an error message

### Step 4: Complete Stripe checkout

After clicking upgrade, you'll be redirected to Stripe Checkout:

1. Enter your payment information (credit/debit card)
2. Confirm your billing details
3. Review the subscription terms
4. Click **Subscribe** to complete the purchase

<Warning>
  Do not close the browser window during the checkout process. Wait for the confirmation page.
</Warning>

### Step 5: Confirmation

After successful payment:

1. You'll be redirected back to Contafy
2. Your new plan will be activated immediately
3. All upgraded features become available instantly
4. You'll receive a confirmation email with your receipt

## Trial period for new subscriptions

When upgrading from Free to Básico or Pro:

* You receive a **30-day free trial**
* Full access to all plan features during trial
* No charge until the trial period ends
* Cancel anytime during the trial at no cost

### Trial progress tracking

Monitor your trial in the Current Plan card:

* Days remaining in trial period
* Trial progress bar
* Scheduled billing date after trial
* Amount that will be charged

## Billing cycle changes

### Upgrading during active subscription

When upgrading from one paid plan to another:

* **Proration**: You'll be charged the prorated difference immediately
* **Billing cycle**: Your existing billing cycle continues
* **Next renewal**: The next charge will be for the new plan's full amount

### Switching from monthly to annual

You can switch billing cycles through the Stripe customer portal:

1. Go to Subscription settings
2. Click **Administrar facturación en Stripe**
3. Select your subscription
4. Update the billing interval
5. Confirm the change

The new billing cycle takes effect at your next renewal date.

## Managing your subscription

### Accessing the Stripe portal

The Stripe customer portal allows you to manage various aspects of your subscription:

1. Navigate to **Dashboard** > **Setup** > **Subscription**
2. In the "Plan Actual" (Current plan) card
3. Click **Administrar facturación en Stripe**
4. You'll be redirected to the secure Stripe portal

### What you can do in the portal

Through the Stripe customer portal, you can:

* **Update payment method**: Change or update your credit/debit card
* **View invoices**: Download past payment receipts and CFDIs
* **Update billing information**: Modify billing address and tax details
* **Cancel subscription**: Downgrade or cancel your plan
* **View payment history**: Review all past transactions

<Note>
  All changes made in the Stripe portal sync automatically with your Contafy account.
</Note>

## Downgrading your plan

You can downgrade to a lower-tier plan through the Stripe portal:

1. Access the Stripe customer portal (see above)
2. Select your active subscription
3. Click **Cancel plan** or **Update plan**
4. Choose a lower tier or cancel entirely

### Important notes about downgrading

<Warning>
  Downgrading takes effect at the end of your current billing period. You'll retain access to premium features until then.
</Warning>

* **Data retention**: All your data remains intact when downgrading
* **Feature access**: Premium features become unavailable after the period ends
* **Limit enforcement**: Lower plan limits apply at the start of the next billing cycle
* **No refunds**: Partial refunds are not provided for downgrades mid-cycle

### Exceeding limits after downgrade

If you exceed the limits of your new plan:

* **Profiles**: You won't be able to add new RFCs until you're under the limit
* **XML files**: Upload restrictions apply once the monthly limit is reached
* **Features**: Advanced features (PDF/Excel export, API) become unavailable

See [Usage limits](/subscription/limits) for details on handling limit overages.

## Enterprise plan

The **Empresarial** plan is not available through self-service upgrade:

* Requires direct contact with the sales team
* Custom pricing based on volume and requirements
* Personalized onboarding and setup
* Dedicated account manager assigned

To inquire about the Enterprise plan:

* Email: **[ventas@contafy.com](mailto:ventas@contafy.com)**
* Include your current usage volume
* Describe your specific requirements
* Mention any custom integration needs

## Payment issues

### Failed payments

If a payment fails:

1. Your subscription status changes to **PAST\_DUE**
2. You'll receive email notifications from Stripe
3. Stripe automatically retries the payment
4. Update your payment method in the Stripe portal

### Unpaid subscriptions

If payment issues aren't resolved:

1. After multiple failed attempts, status becomes **UNPAID**
2. Access to premium features may be restricted
3. Your account won't be deleted
4. Resolve payment issues to restore full access

## Getting help

If you encounter issues during the upgrade process:

* **Email support**: Contact support based on your plan tier
* **Básico plan**: Email support available
* **Pro plan**: Priority support queue
* **Empresarial plan**: Direct line to your account manager

## Next steps

<Card title="Plans and pricing" icon="credit-card" href="/subscription/plans-pricing">
  Compare all available plans and features
</Card>

<Card title="Usage limits" icon="chart-line" href="/subscription/limits">
  Learn about plan limits and monitoring usage
</Card>