---
title: "Manage Your Subscription: Change Plan, Auto-Renew & Cancel | FirstSales"
description: "Upgrade, downgrade, switch to annual, toggle auto-renewal, and cancel — all from the Billing Plan tab, plus what grace periods mean when you stop."
canonical: "https://firstsales.io/tutorial/manage-subscription/"
---

[Home](/)/[Tutorials](/tutorial/)/Manage Your Subscription: Change Plan, Auto-Renew & Cancel

Billing & Credits

# Manage Your Subscription: Change Plan, Auto-Renew & Cancel

Upgrade, downgrade, switch to annual, toggle auto-renewal, and cancel — all from the Billing Plan tab, plus what grace periods mean when you stop.

5 min read·Beginner·7 steps

1. 1  
## Where subscription lives  
Everything is on the Billing page's **Plan** tab — change your plan, toggle auto-renewal, and cancel, all from one place.  
![Where subscription lives](/tutorials/subscription-01-plan-tab.webp)
2. 2  
## Compare plans (monthly vs. annual)  
Four tiers — **Starter**, **Growth**, **Pro**, and **Business** — each with a monthly price and an annual price marked **“Save 20%”**, plus a monthly credit grant. Use the Monthly/Annual toggle to see both.
3. 3  
## Upgrade or downgrade  
Use the plan switcher to move up or down a tier. The app tells you whether the change takes effect **immediately** or at **period end** — read that line before you confirm.
4. 4  
## Switch monthly → annual  
Switching to annual locks in the 20%-off yearly rate for your current plan.
5. 5  
## Toggle auto-renewal (annual plans)  
Annual subscriptions show a **Renewal** section with an auto-renewal toggle. Turning it off means your current term runs to its end date, then simply stops renewing.
6. 6  
## Cancel — and what actually happens  
Cancelling preserves your credits and gives you a grace period with full access: **monthly** plans get a **10-day** grace period, **annual** plans disable auto-renewal and get a **30-day** grace period after the term ends, and a **trial** gets a grace period before lock. There's a two-step confirmation before anything executes.
7. 7  
## Reactivate / fix past-due  
If you cancelled, you can reactivate. A **past-due** banner prompts you to update payment, and a **grace-period** banner shows how much time is left. See [Buy Credits: One-Off Top-Ups](/tutorial/top-up-credits/) and [Apply a Promo Code & Request a Refund](/tutorial/request-refund-and-promo/) if those apply to your situation.

## Pro tips

Hard-won shortcuts that keep warm-up on track.

1

### Cancelling doesn't wipe your credits

They're preserved, and you keep full access through the grace period — 10 days on monthly, 30 days after an annual term ends.

2

### On annual, cancel really means disable auto-renewal

You keep everything until the term's end date; it just doesn't renew after that.

3

### Read the immediate-vs-period-end line

Upgrades and downgrades tell you exactly when the change applies — check it before you confirm.

4

### Handle past-due first

If you see a dunning banner, update your payment method before it interrupts sending.

## Frequently asked questions

Where do I change my plan?

**Billing → Plan** tab.

Do I lose my credits if I cancel?

No — credits are preserved and you keep access through the grace period.

How long is the grace period?

Roughly **10 days** on monthly plans; annual continues to the term end and then a **30-day** grace period; trials get a grace period before lock.

What's the difference between cancel and disable auto-renewal?

On an annual plan they're the same action — the current term runs out, then it stops renewing.

Does upgrading charge me right away?

It depends — the app shows whether the change is **immediate** or applies at **period end**.

Can I switch from monthly to annual?

Yes — switching to annual gets you the 20% yearly rate.

Where's the auto-renewal toggle?

**Plan tab → Renewal** section, shown for annual subscriptions.

My account is past due — what do I do?

Follow the dunning banner to update payment; the grace-period banner shows how much time is left before access is affected.

## Ready to put this into practice?

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