Update your card, change your plan, view invoices or cancel
Admins manage the subscription in Settings, then Billing, with Manage subscription. From there you can update your card, switch between monthly and yearly, download invoices or cancel.
Open billing
Open Settings, then Billing. The Plan card shows your status.
| Status | What to do |
|---|---|
| Active | Choose Manage subscription to update your card, switch between monthly and yearly, download invoices or cancel |
| Payment past due | Choose Update card. Calling and texting pause until the payment goes through |
| Canceled | Choose Reactivate to bring calling and texting back |
| Free plan | Choose Upgrade |
Manage subscription opens a secure billing page in a new tab. If it does not open, you see Couldn't open the billing portal. Try again.
What canceling does
Your CRM keeps working on the free plan. Your leads, notes and history stay.
Calling and texting stop.
Your phone numbers are released when the subscription ends, and cannot be recovered. See Release a phone number.
Last reviewed October 4, 2026.
In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.