You can upgrade or downgrade your subscription at any time to better suit your business needs. Changing your subscription plan allows you to access new features or manage costs as your requirements evolve.

Pre-requisites:

• Billing Manage permission is required to make changes to your subscription plan.

Next Steps:

To upgrade or downgrade your subscription, follow these steps:

1. Log into your OFX account.

2. Navigate to the Setup section:

   • Click on Setup from the left sidebar menu.

   • Select the Billing tab.

     

3. View your current plan:

   • Your active subscription plan is displayed under Your Plan.

4. 

   Change your plan:

   • Click on Change plan/ Upgrade

   • 

     Review the available subscription plans and select the one that best suits your business.

   • 

     For custom plans, visit the OFX Contact Us page to submit an enquiry.

5. Save your changes:

   • Select your new plan and click Change plan to confirm your new plan.

6. 

   Confirmation:

   • Most changes take effect within a few minutes (typically up to 10 minutes).

   • You will see a confirmation message once your plan has been updated.

   • Updated charges or credits will appear on your next invoice.

Why is this important:

Upgrading or downgrading your subscription ensures you have access to the features your business needs, helps you manage costs, and supports your business as it grows. Changes are applied promptly, so you can take advantage of new features or cost savings without delay. Pro-rated billing ensures you only pay for what you use, and reviewing your invoice after making changes helps confirm that adjustments have been applied correctly.

Related FAQ Articles:

• What subscription plans are available [AU]?

• Will my Subscription invoice be adjusted if I add or remove users mid cycle?

• How long will it take for changes to my subscription to take effect?

• How do I view subscription status?