> ## Documentation Index
> Fetch the complete documentation index at: https://docs.francis.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing and Plans

> Refer to the Plans and Billing pages to upgrade or manage an existing subscription.

<Frame>
  <img src="https://mintcdn.com/francis/c-S4ooUFH4nM68Y6/images/documentation/getting-started/administration/billing-plans/billing.png?fit=max&auto=format&n=c-S4ooUFH4nM68Y6&q=85&s=c919a3f0c0c340842186a881749b5c68" alt="Billing Pn" width="3222" height="2160" data-path="images/documentation/getting-started/administration/billing-plans/billing.png" />
</Frame>

## Overview

### Plans

Your plan determines your monthly or annual billing rate and includes unlimited seats so your entire organization can collaborate at no extra cost. Refer to our [pricing page](https://www.francis.app/pricing) for the most up-to-date information on our plans offering.

### Billing cycles

You can choose either a monthly or annual billing cycle:

* **Monthly**: Billed in advance each month.
* **Annual**: Billed in advance each year at a 10% discount.

<Tip>
  Currently, only monthly plans can be purchased through self-service. Contact <a href="mailto:sales@francis.app">
  [sales@francis.app](mailto:sales@francis.app)</a>

  to subscribe to an annual plan and access discounted rates.
</Tip>

## Manage your billing

Navigate to **Settings > Organization > Billing** to access your plan information and make changes. From here, you can:

* View and change your plan
* Update your payment information
* Update the billing email
* View billing history, including past invoices and charges

<Tabs>
  <Tab title="Upgrade">
    If you upgrade plans or billing cycle, we will immediately pro-rate the difference.

    Examples:

    1. If you upgrade from the monthly Core plan (\$149/month) to the monthly Advanced plan (\$399/month) halfway through your billing cycle, we'll credit the unused portion of your monthly Core subscription (\$75) and charge only the prorated amount (\$199) for the remainder of the month.
    2. If you upgrade from the monthly Core plan (\$149/month) to the annual Core plan (\$1,609/year) mid-cycle, we will credit the unused portion of your monthly subscription (\$75), reset your billing cycle, and charge the full annual amount (\$1,609) for the new billing period.
  </Tab>

  <Tab title="Downgrade">
    If you downgrade to a cheaper plan or switch to a shorter billing cycle, the change will take effect in the next billing cycle. Pre-paid subscriptions are non-refundable.

    Examples:

    1. If you downgrade from the monthly Advanced plan (\$399/month) to the monthly Core plan (\$149/month) mid-cycle, your Advanced plan will remain active until the end of the current billing cycle. It will then switch to the Core plan at the start of the next cycle.
    2. If you downgrade from the Annual Core plan (\$1,609/year) to the monthly Core plan (\$149/month) halfway through your billing cycle, the annual Core plan will run till the end of its billing cycle, the end of the year, and then convert to a monthly Core plan.
  </Tab>

  <Tab title="Cancel">
    Workspace owners and admins can cancel a subscription via **Settings > Organization > Plans**. Cancellations take effect at the end of the current billing cycle, with no refunds for mid-cycle cancellations.

    If you're unsure about committing to a full year, we recommend starting with a monthly plan. You can always switch to yearly later to enjoy discounted rates.
  </Tab>
</Tabs>

### Add VAT number

To add a VAT number during checkout, select *I'm purchasing as a business*. If you already have an existing subscription, navigate to **Settings > Billing > Billing Details > Edit details.** Then, select *Update information* in the Billing information section and enter your company's VAT.

## Special pricing programs

### Partner program

If you work with multiple client workspaces in Francis, you may be eligible for our Partner Program. This program provides a discounted plan structure, priority support, and features that streamline financial planning across multiple organizations. Our discount options include:

* **50% discount** for workspaces where clients are not editors (internal use)
* **25% discount** for workspaces where clients collaborate as editors

You can manage all client subscriptions under your own account or allow clients to handle billing directly in their workspaces. Should you transfer workspace ownership to a client, that workspace reverts to standard plan pricing. If you're interested in joining or learning more about the program, please contact us at [partner@francis.app](mailto:partner@francis.app).

### Startup program

If you're an early-stage startup, you may qualify for our Startup Program, which offers a 50% discount on the Core plan for up to 12 months. To be eligible, you must:

* Be a new Francis customer
* Have fewer than 50 employees
* Have raised less than \$1M in funding
* Be under three years old

If you meet these criteria, consider applying through the form on our website [here](https://www.francis.app/startups#startup-application). If you're an investor interested in offering Francis to your portfolio companies, please get in touch to learn more about extended partnership opportunities.

## FAQ

<AccordionGroup>
  <Accordion title="How do I change my billing cycle from monthly to annual?">
    Currently, only monthly plans can be purchased through self-service. To switch to an annual billing cycle and access the 20% discount, please contact [sales@francis.app](mailto:sales@francis.app). They can help you upgrade to an annual plan and handle the proration of your current subscription.
  </Accordion>

  <Accordion title="What happens if I upgrade my plan mid-cycle?">
    When you upgrade your plan, we immediately pro-rate the difference. For example, if you upgrade from the monthly Core plan ($149/month) to the monthly Advanced plan ($399/month) halfway through your billing cycle, we'll credit the unused portion of your Core subscription ($75) and charge only the prorated amount ($199) for the remainder of the month.
  </Accordion>

  <Accordion title="Can I get a refund if I downgrade my plan?">
    No, pre-paid subscriptions are non-refundable. If you downgrade to a cheaper plan or switch to a shorter billing cycle, the change will take effect in the next billing cycle. Your current plan will remain active until the end of the current billing period.
  </Accordion>

  <Accordion title="How do I add or update my VAT number?">
    To add a VAT number during checkout, select "I'm purchasing as a business." If you already have an existing subscription, navigate to **Settings > Billing > Billing Details > Edit details**, then select "Update information" in the Billing information section and enter your company's VAT number.
  </Accordion>

  <Accordion title="What is the Partner Program and how do I qualify?">
    The Partner Program is designed for users who work with multiple client workspaces in Francis. It provides discounted plan structure, priority support, and features for managing multiple organizations. You can get a 50% discount for workspaces where clients are not editors, or a 25% discount where clients collaborate as editors. Contact <a href="mailto:partner@francis.app">
    [partner@francis.app](mailto:partner@francis.app)</a>

    to learn more.
  </Accordion>

  <Accordion title="How do I apply for the Startup Program?">
    To qualify for the Startup Program (50% discount on Core plan for up to 12 months), you must be a new Francis customer with fewer than 50 employees, have raised less than \$1M in funding, and be under three years old. Apply through the form on our website at <a href="https://www.francis.app/startups#startup-application">
    francis.app/startups</a>

    .
  </Accordion>

  <Accordion title="Can I cancel my subscription at any time?">
    Yes, workspace owners and admins can cancel a subscription via **Settings > Organization > Plans**. Cancellations take effect at the end of the current billing cycle, with no refunds for mid-cycle cancellations. If you're unsure about committing to a full year, we recommend starting with a monthly plan.
  </Accordion>

  <Accordion title="Do I need to pay extra for additional team members?">
    No, all plans include unlimited seats so your entire organization can collaborate at no extra cost. You don't need to pay additional fees for adding more team members to your workspace.
  </Accordion>

  <Accordion title="How do I view my billing history and invoices?">
    Navigate to **Settings > Organization > Billing** to access your billing history, including past invoices and charges. You can also update your payment information and billing email from this section.
  </Accordion>

  <Accordion title="What happens if I transfer workspace ownership to a client?">
    If you transfer workspace ownership to a client, that workspace reverts to standard plan pricing. The client will need to handle their own billing directly in their workspace.
  </Accordion>
</AccordionGroup>