## **🔍 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**

1. **Check your invoice or billing summary** to confirm whether a credit was already applied.
2. **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.
3. **Contact our support team** and provide your account email, the previous plan name, and the new plan name.
4. 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.