Upgrade, manage, and cancel
How checkout works, where to change payment details or plan, and how to cancel.
Upgrading
- 1Go to Billing from the sidebar.
- 2Choose Pro or Business, and monthly or annual billing.
- 3Complete checkout, which is handled by Stripe.
- 4Return to ComplyNestly — paid features unlock once the subscription is active.
Managing an existing subscription
Use the Stripe Customer Portal, reachable from the Billing page. It is where you change payment method, update billing details, retrieve invoices and receipts, change plan or interval, and cancel.
Cancelling
- 1Open the Billing page.
- 2Open the Customer Portal.
- 3Cancel the subscription there.
After cancellation, the account returns to the Free plan. All employee, credential, and requirement records are preserved.
Who can manage billing
Owners and admins can manage billing. Managers have no access to the Billing page.