Managing Your Billing and Plan
Overview
The Billing & Plans page shows your Social Plan and Texting Plan, and lets your Organization Owner change or cancel them, update the payment method, and download invoices. Billing belongs to your organization, so one subscription covers all of its teams.
For current prices and a full feature comparison, see the Social Cascade pricing page.
Before You Start
- Only an Organization Owner can change plans, cancel, update the payment method or view invoices.
- An Organization Manager can view the page but sees "Contact your practice owner to make billing changes."
- Team Admins, Editors and Viewers who aren't Organization Owners or Managers don't see Billing. See Team Roles in Social Cascade.
How to Open Billing
- Click your avatar (top right) → Account Settings.
- Click Billing in the left sidebar. The page is titled Billing & Plans.
Each plan card shows its status (Active, Trial, Canceling or Past due), whether it's Billed monthly or Billed annually, and when it renews, ends, or when the trial ends.
How to Start a Plan
If your organization has no plan yet, the Choose a Plan card offers a 30-day free trial.
- Click View social plans (or View texting plans).
- Choose Monthly or Yearly, then click Start free trial on the plan you want.
- Complete checkout on the secure payment page. When you return you'll see "You're all set! Your subscription is being activated."
How to Change Your Social Plan
- On the Social Plan card, click Manage plan. The Social Plans window lists Base, Pro and Premier.
- Click Switch to this plan on the plan you want.
- Confirm:
- Upgrade: "You'll be upgraded immediately. A prorated charge will be applied to your next invoice." Click Confirm upgrade. During a free trial there's no prorated charge.
- Downgrade: "Your plan will change at the end of your billing period. You'll keep access to all current features until then." Click Confirm downgrade.
A scheduled downgrade shows "Scheduled change: switching to [plan] on [date]". Click Cancel change to stay on your current plan.
Changing plans keeps your current billing interval. To move between monthly and yearly billing, contact sales using the Contact sales link at the bottom of the page.
If the page says plan changes are paused because your renewal date was moved, contact support@socialcascade.co to change your plan sooner.
How to Cancel Your Social Plan
- Click Manage plan, then Cancel social plan at the bottom of the window.
- Read the message: "Your social plan will not renew at the end of your billing period. You'll keep access to all features until then." If you also have a texting add-on, it warns that its pricing will revert to standalone rates when your social plan ends.
- Click Cancel plan, or Keep plan to go back.
The page then shows "Your subscription ends on [date]."
To undo a cancellation before that date, click Manage plan, then Keep my plan (Reactivate), and confirm with Reactivate.
Texting Plan (Text Series)
The Texting Plan adds Text Series. Plans are Text Starter and Text Pro. With an annual social plan they're offered as add-ons at bundle pricing.
- To add it: click View texting plans, then Select on the plan you want.
- To change it: click Manage plan on the Texting Plan card, then Switch to this plan.
- To cancel it: click Manage plan, then Cancel texting plan. It ends at the end of your billing period and doesn't delete your subscriber data. You can reactivate it before then.
Payment Method and Invoices
Click Update payment method or View invoices & receipts. Both open a secure billing portal. When you come back, the page shows "Billing updated successfully."
Plans Managed by Your Account Team
If your organization's plan is invoiced or managed by our account team, the page shows "Your plan is managed by your account team." You can't change plans, add teams or update billing details yourself; contact your account manager.
Organization Owners on these plans see Invoice history with the most recent invoices. Click Pay or View to pay an open invoice, or PDF to download it. For older invoices, contact your account manager.
Troubleshooting
| Issue | Cause | Fix |
|---|---|---|
| I don't see Billing in Account Settings | You're not an Organization Owner or Manager | Ask your Organization Owner |
| "Contact your practice owner to make billing changes." | You're an Organization Manager | Ask your Organization Owner to make the change |
| Past due: "Your payment didn't go through." | The card on file was declined | Click Update payment method |
| "Your texting plan payment didn't go through." | The texting plan payment failed | Click Update payment method so texts keep sending |
| Keep my plan (Reactivate) doesn't work | A payment is past due | Update the payment method first, then reactivate |
| "Billing data may be out of date" | Billing details couldn't be refreshed | Reload the page later |
| "We couldn't load your billing information" | You may not have access to this organization's billing | Ask your Organization Owner |
FAQ
Q: When does a cancellation take effect? A: At the end of your current billing period. You keep every feature until then.
Q: Do I lose features right away when I downgrade? A: No. The new plan starts at the end of your billing period.
Q: Where can I compare plans? A: On the pricing page, or click Compare all plans on our pricing page in the Social Plans window.