Plans are meant to follow your volume rather than trap it. Everything happens under Profile then Billing.
- Upgrading takes effect immediately, and you pay only the difference for the rest of the current period.
- Downgrading takes effect at your next renewal. Until then you keep the current plan and its credits, and there is no refund for the rest of the period. If your volume dropped this quarter, move down rather than paying for headroom you are not using.
- Cancelling stops the next renewal. Your plan and its credits stay usable until the period you already paid for ends.
After a cancellation takes effect, the account does not disappear. It stays open without a plan, and searching, counts and redacted previews remain free. Saved lists stay. Every export you created stays downloadable from the Exports page, and the contacts in those files are yours.
If you cancel because your usage is spiky rather than because you are leaving, look at pay-as-you-go credits first. Packs from 500 credits for $17.50, valid a year, with no monthly commitment often fit an irregular pattern better than the smallest plan, and your AI agent can spend them too. Campaigns need a plan.
Every charge, proration and refund line appears under Billing with its Stripe receipt attached, so the finance trail is complete without any email.