Update your plan, add team seats, manage payments, and resolve billing issues — all from the Search Atlas Billing panel.

## 📈 How to Upgrade Your Plan

You can upgrade at any time. Upgrades take effect immediately and prorate automatically.

1. Click your avatar (👤) in the top-right corner.
2. Select **Billing** from the dropdown.
3. Click **Change Plan**.
4. Select the plan you want and confirm the upgrade.

**Important:** Use the email address associated with your Search Atlas account at checkout. Using a different email creates a duplicate account and your new subscription will not link to your existing workspace.

**Already on an annual plan with a promotional offer?** Contact your account manager or support to have the offer applied manually — this cannot be completed self-serve.

**Plan not updated after 15–30 minutes?** Contact support with your payment receipt or Stripe charge ID — some upgrades require manual activation by the billing team.

### Billing Cycle Impact

Upgrading resets your billing cycle to the upgrade date. Prorated charges may apply for the remaining duration of your current cycle.

**Recently migrated to the new billing system?** Your renewal date may appear incorrect for up to 24 hours. If it does not correct itself, contact support with your account email to verify your next billing date.

### Aligning Your Renewal Date

To align your renewal to a specific date, contact support before upgrading — do not rely on timing self-serve upgrades to achieve this.

### Upgrading a Child Account (White Label Agencies)

Agency owners can upgrade child accounts (for example, Starter → Pro) directly from the agency dashboard. Locate the child account, select the new plan, and confirm the upgrade.

If the plan still shows Starter after 15 minutes, contact support with the **child account ID** — a known issue affecting migrated agency accounts requires manual backend correction.

## 📉 How to Downgrade Your Plan

Downgrades take effect at the end of your billing cycle. You retain full access to your current plan's features and limits until the renewal date, when the account automatically switches and any features or seats above the new plan's limit are deactivated.

1. Click your avatar (👤) in the top-right corner.
2. Select **Billing** from the dropdown.
3. Click **Change Plan**.
4. Select the plan you want and confirm the downgrade.

Your downgrade is confirmed and takes effect at your next renewal date.

## 👥 How to Add Team Seats

### Invite a Team Member

1. Click your avatar (👤) → **Settings** → **Team Members**.
2. Click **+ Add Member**.
3. Enter the team member's email address.
4. Assign a role: **Viewer** or **Admin**.
5. Click **Send Invite**.

The invitee must accept the email invitation before their seat is consumed.

### Purchase Additional Seats (Top Up)

If you have used all seats included in your current plan, go to **Billing → Plans & Top-ups → Top Up** to purchase more.

Additional seats are billed monthly at **$35 USD per seat, per month**. Each seat allows one additional team member to access your account.

## 💳 How to Update Your Payment Method

Use this to add a new credit card or replace an expired one.

1. Click your avatar (👤) → Billing → Plans & Top-ups tab . Find the Payment Method area on the right side. Click Add Payment Method or Edit . Enter your card details and save.

The new card is used for all future renewals.

### What to Do if a Payment Fails

If a charge fails or your account enters quota-deficit after a failed renewal:

1. Go to **Avatar (top-right) → Billing → Plans & Top-ups** and confirm the card is valid and not expired.
2. Retry the charge from the Billing page.
3. If the account is still inactive after 24 hours, contact support to request a manual charge.

## 🧾 How to View or Download Invoices

Your full invoice history is available in the Billing panel.

1. Click your avatar (👤) → **Billing**.
2. Select the **Invoices** tab.
3. Click **Download** in the **Actions** column for any invoice.

If no invoices appear, no charges have been processed on the account yet.

## 📦 How to Purchase Additional Quotas (Top-Ups)

Top-ups activate instantly and can be purchased at any time.

1. Click your avatar (👤) → **Billing**.
2. Scroll to the **Quotas** section.
3. Click **Top Up** on the quota you want.
4. Select the amount and confirm payment.

Your quota updates immediately after payment.

## 💡 Why Did My OTTO Sites Cost Change in February 2026?

In February 2026, OTTO Sites pricing was adjusted for customers not on gold plans. If you noticed a change to your OTTO Sites cost, this update is the likely reason. For details, refer to the OTTO Sites pricing page, or contact support if you believe a negotiated rate was not honoured on your account.

## 🛑 How to Cancel Your Subscription

You can cancel at any time. Your account stays active until the current billing period ends.

1. Click your avatar (👤) → **Billing**.
2. Select **Services**.
3. Click the three vertical dots in the **Action** column.
4. Click **Cancel**.

You'll retain access to all features until your billing period ends.

## ⚠️ Common Billing Issues & What to Do

A small number of upgrades, renewals, and payment-method changes require manual intervention by the billing team. Find your situation below.

### Upgrade stuck on Starter or "order processing"

Wait 30 minutes for the change to propagate. If the plan has not updated after that time, contact support with your **Stripe charge ID** or receipt email so the billing team can complete activation manually.

### Plan not renewed on the expected date

Confirm your default payment method under **Avatar (top-right) → Billing → Plans & Top-ups** is current and not expired. If the plan is not reinstated within 1 hour of the renewal date, contact support to trigger the renewal manually.

### Billing section not visible or features not enabled after payment

This can occur when an account is mid-migration to the new billing system, or when a top-up payment failed. Contact support with your account email and the date of payment so the billing team can complete the activation.

### Payment-method change caused a failed charge or reduced quota

Always add the new card first and confirm it is set as the **default** before removing the old one. If a charge has already failed and your quota was reduced, contact support to have the charge retried and the quota restored.

### Duplicate charge

Contact support immediately with the two charge amounts, dates, and the last four digits of the card charged. The billing team can verify and process a refund, typically within 3–5 business days.

## 🚫 Login Redirects Me to the Pricing Page

**🎯 You now have everything you need to manage your Search Atlas billing and subscription. If you need further assistance, contact the Search Atlas support team directly.**