Upgrading and downgrading your account plan happens right from within Cashboard. We’ve made it really easy.

If you need to upgrade or downgrade your Cashboard account plan login and visit the Settings tab, then click the Account sub-tab.

From that screen you may click the upgrade or downgrade button that corresponds to the account plan you’d like to move to.

Be aware that if you’re downgrading to our FREE account plan you will lose any customizations you’ve made to your invoice, estimate, and payment templates.