Upgrading Your Plan
PMSuite offers multiple plan tiers with different employee limits, storage allocations and feature sets. The Upgrade Plan action on the Billing page lets you move to a higher tier without losing any existing data or configuration. You only pay the difference between what you have already paid and the price of the new plan.
For current plan details, pricing and feature comparisons, visit the PMSuite pricing page (opens in a new tab). For cost questions specific to your account, contact support at info@pmsuite.co.
Who Can Use It
Only workspace admins (users with administrative privileges) can view Billing settings and initiate an upgrade. Employees and clients do not see the Billing page.
Prerequisites
- An active PMSuite workspace on any paid plan.
- Admin-level access to Settings.
How to Access
| View | Path |
|---|---|
| Billing | /account/settings/billing |
Open Settings in the sidebar, then select Billing. The Billing page has three tabs: Plan Details, Purchase History and Offline Request.
Current Plan Details
The Plan Details tab shows a summary of your active subscription:
| Field | Description |
|---|---|
| Current Plan | The tier you are on (for example, Starter or Professional) |
| Employee Count | How many employee seats your plan includes |
| Storage Usage | How much of your allocated storage is consumed |
Employee limits and storage allowances vary by tier. The Starter plan supports up to 10 employees and includes 10 GB of storage. The Professional plan supports unlimited employees and includes 50 GB of storage.
How to Upgrade
- Navigate to Settings > Billing > Plan Details.
- Click Upgrade Plan.
- Review the available plan options. The checkout shows the plan you are moving to and the features included.
- Complete payment. You pay the difference between your current plan's price and the new plan's price -- the amount you already paid is credited automatically.
- Once payment is confirmed, the upgrade takes effect immediately. Your workspace gains the new plan's employee limit, storage quota and any additional features right away.
If the payment form does not appear or appears stuck, try refreshing the page and clicking Upgrade Plan again. If the issue persists, contact support at info@pmsuite.co with a screenshot of what you see.
Purchase History
The Purchase History tab records every billing transaction for your workspace -- initial purchases, upgrades and add-ons. Use it to verify that a payment was processed or to retrieve a transaction reference for your records.
Offline Request
If you cannot complete payment through the standard online flow, use the Offline Request tab to submit a manual payment request. The PMSuite team will process it and apply the upgrade to your workspace once confirmed.
Effect on Other Features
Upgrading your plan changes the following immediately:
- Employee limit -- the new tier's employee cap replaces the previous one. You can add employees up to the new limit without any further action.
- Storage quota -- your storage allocation increases to match the new plan. Existing files are unaffected.
- Module access -- any modules or capabilities gated to higher tiers become available. Your existing module toggles in Module Settings are preserved.
- White-label -- white-label (custom domain and login branding) is a separate add-on purchased independently, not included in any base plan tier. See Custom Domain and Login Branding.
Upgrading does not reset any of your existing data, settings, roles, integrations or custom configurations.
Limitations
| Limitation | Workaround |
|---|---|
| Downgrading to a lower plan is not available through the Billing page. | Contact support at info@pmsuite.co to discuss plan changes. |
| Exact pricing is not displayed in the help center. | Visit pmsuite.co/pricing (opens in a new tab) or contact support for a personalised quote. |
| Payment issues (stuck checkout, declined card) cannot be debugged from the Billing page alone. | Contact support with a screenshot. Reference your workspace name and the plan you are upgrading to. |
Troubleshooting
| Symptom | Resolution |
|---|---|
| Upgrade Plan button does not respond | Refresh the page and try again. Clear your browser cache if the issue persists. If it still does not work, contact support. |
| Payment appears to complete but plan does not change | Check the Purchase History tab for a transaction record. If the charge appears but the plan is unchanged, contact support with the transaction reference so they can apply it manually. |
| Storage still shows old limit after upgrading | Log out and log back in. The updated storage quota should reflect on your next session. |