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.

Scroll down until you see the following section.

From here just 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 you must close enough projects to be within that account plan’s restrictions.