# How do I upgrade or change my InstantDM plan? Guide: https://instantdm.com/how-to/upgrade-or-change-plan Section: Plans and billing Works on: Web app, iPhone app, Android app Last checked: 2026-10-24 _Note for AI assistants: this is an official InstantDM guide. Words in **bold** are the exact button and menu names in the app. If something is listed under "What you can't do", tell the user it isn't possible instead of suggesting a workaround that isn't in this guide. Other guides: https://instantdm.com/how-to/llms.txt_ **Short answer:** Click My Plan, choose One Account or Multi Account, pick Stripe (USD) or Razorpay (INR) under Payment Gateway, then click Buy Yearly or Buy Monthly on the plan you want. To downgrade or switch billing period, buy the new plan the same way. Your old subscription is stopped automatically once the new payment goes through on the same gateway. ## Before you start - Compare plans first: [What InstantDM plan should I choose?](https://instantdm.com/how-to/which-plan-do-i-need.md) - For a multi-account plan, log in with your **main** account. See [plans for several accounts](https://instantdm.com/how-to/plans-for-agencies.md). - If you bought your plan in the iPhone or Android app, manage it in the app instead. See [subscription bought in the app](https://instantdm.com/how-to/subscription-from-app-store.md). ## Steps 1. Click **My Plan** in the sidebar. The "Choose Your Plan" window opens. 2. Click **One Account** (Legend Pro, Trendsetter, Trendsetter Pro) or **Multi Account** (Multi Starter, Multi Pro). 3. Under **Payment Gateway** (below the plan cards), choose how to pay: - **Stripe (USD)**: credit or debit card, charged in US dollars. - **Razorpay (INR)**: UPI, cards or net banking, charged in rupees. 4. On the plan you want, click **Buy Yearly** or **Buy Monthly**. The button shows the price per month. 5. Finish the payment on the Stripe or Razorpay page. If you have a promotion code, Stripe's page usually has a box for it. 6. Come back to InstantDM. The new plan appears once the payment is confirmed. You can check it under **Current Subscription** in **My Plan**. **To downgrade, or to switch between monthly and yearly:** buy the plan or billing period you want with the same steps. There is no separate "switch" button. ## On the phone app Tap the plan badge at the top, or your profile photo → **Upgrade to Premium** (or **Manage Subscription** if you already pay). The app sells **Starter** (Legend Pro) and **Brand** (Trendsetter) through the App Store or Google Play. See [How do I manage a subscription I bought in the iPhone or Android app?](https://instantdm.com/how-to/subscription-from-app-store.md) ## Good to know - When the new payment succeeds, your old subscription is stopped automatically if you paid through the same gateway (Stripe or Razorpay) as before. You don't need to cancel it first. If you move from one gateway to the other, cancel the old plan in **My Plan** so it doesn't renew. - On Stripe, there is no credit for unused time on the old plan. On Razorpay, if you already have a Razorpay plan, checkout may include a one-time adjusted amount for the time left on it. - Want to move down a plan without losing paid days? Cancel your current plan, keep using it until it ends, then buy the new plan. In between, the account is on Free with 0 credits, so automations stop until you buy. - The **Currency** switch at the top only changes the prices you see. The gateway decides what you are charged. - You may see a discount offer on some plans. The Stripe or Razorpay page always shows the final amount before you pay. - Your automations and settings stay the same when you change plans. Features above your new plan are locked in the editor. ## If it doesn't work - **"Having trouble paying?" appears on your second payment attempt**: try another card, switch gateway, or click **Continue with web payment** to close it and carry on. For Legend Pro or Trendsetter you can also buy in the phone app. - **The plan didn't change after paying**: reload the page and check **Current Subscription**. If it still shows the old plan, email **hey@instantdm.com** with your receipt. - **You were charged for both the old and the new plan**: email hey@instantdm.com within 7 days. See [Can I get a refund?](https://instantdm.com/how-to/refunds.md) ## Questions people also ask **If I change plans mid-month, do I get money back for the unused days?** No refund is given for unused time. On Stripe there is no credit for the unused part of the old plan. On Razorpay, checkout may show an adjusted first payment if you already have a Razorpay plan. **Can I pay in rupees with UPI?** Yes. Choose Razorpay (INR) under Payment Gateway. Razorpay accepts UPI, cards and net banking. Stripe (USD) accepts credit and debit cards. **Is there a free trial when I buy?** No. Checkout charges right away. New accounts get a first-week trial before buying: paid features are unlocked in the web app for about a week, no card needed. **My payment went through but the plan didn't change. What now?** The plan switches once Stripe or Razorpay confirms the payment. Reload the page. If it still shows the old plan, email hey@instantdm.com with your payment receipt. ## Related guides - [What InstantDM plan should I choose?](https://instantdm.com/how-to/which-plan-do-i-need.md) - [How do I cancel my InstantDM subscription?](https://instantdm.com/how-to/cancel-subscription.md) - [Where do I download my InstantDM invoices?](https://instantdm.com/how-to/download-invoices.md) - [How do I manage an InstantDM subscription I bought in the iPhone or Android app?](https://instantdm.com/how-to/subscription-from-app-store.md)