🔍 Overview
When you upgrade from one annual plan to another — for example, from the Agency Yearly plan to the Summit Yearly Agency promo — Search Atlas calculates the unused value remaining on your current plan and applies it as a prorated credit toward your new plan. However, this credit is not always applied automatically and may require a manual review by our team.
💡 What Is a Prorated Credit?
A prorated credit represents the monetary value of the time you have remaining on your current annual subscription at the point of upgrade. For example, if you are six months into a yearly plan and you upgrade to a higher-tier annual plan, you would be entitled to a credit equivalent to the remaining six months of your original plan's value.
- Prorated credits reduce the cost of your new annual plan.
- The credit is calculated based on the days remaining on your current billing cycle.
- Credits apply to the new plan's invoice, reducing what you owe.
⚠️ Why the Credit May Not Apply Automatically
In some upgrade scenarios — particularly when switching to a promotional or special pricing plan — the billing system may not automatically detect and apply the prorated credit. This can happen when:
- You upgrade to a promotional annual plan (such as a limited-time promo offer).
- The upgrade is processed outside of a standard self-serve flow.
- There is a plan type mismatch that prevents automatic credit calculation.
If you completed your upgrade and did not see a prorated credit applied to your invoice or account balance, do not worry — our team can review your billing history and apply the credit manually.
✅ Steps to Request Your Prorated Credit
- Check your invoice or billing summary to confirm whether a credit was already applied.
- Note the dates of your previous plan's start date and the date you upgraded to the new plan — this helps our team calculate the credit quickly.
- Contact our support team and provide your account email, the previous plan name, and the new plan name.
- Our team will verify your billing records and manually apply any outstanding prorated credit to your account.
📋 Information to Have Ready
To speed up the process when you contact support, please have the following details available:
- The email address associated with your Search Atlas account.
- The name of your previous plan (e.g., Agency Yearly).
- The name of your new plan (e.g., Summit Yearly Agency Promo).
- The approximate date you made the upgrade.
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.