You can upgrade or change your upSync plan at any time. Changes take effect immediately and are reflected in your next billing cycle.
When to Upgrade
Consider upgrading your plan if:
- You are approaching or have reached your monthly invoice sync limit.
- A warning appears on the Sync page saying you are close to your limit.
- Your business has grown and you need a higher invoice volume.
How to Change Your Plan
- Go to Subscription in the main navigation.
- Click Update Billing.
- In the Stripe customer portal, select the option to change or upgrade your plan.
- Choose your new plan and confirm the change.
Note: Upgrades are applied immediately. If you upgrade mid-month, you will be charged a pro-rated amount for the remainder of the current billing period. Downgrades take effect at the end of the current billing period.
Discount Codes
Discount codes can only be applied when first subscribing. If you have a discount code and you are already subscribed, contact support for assistance.
Approaching the Invoice Limit
upSync tracks the number of invoices synced to Xero in the current calendar month. When you are close to the limit for your plan, a warning is shown on the Sync Invoices page. Once the limit is reached, you will not be able to sync further invoices until either the month resets or you upgrade to a higher plan.
Invoices that are Pending or Failed do not count toward the monthly limit — only invoices that have been successfully synced.
