Monthly vs Annual Plans
Monthly Plans (Flexible)
Monthly plans are billed in advance each month and offer full flexibility.
What you can do at any time:
Upgrade or downgrade your plan (e.g. Basic ↔ Premium)
Increase or decrease your user count (within limits)
Add or remove add-ons (e.g. SMS)
How billing works:
Changes take effect immediately
Charges are prorated and applied on your next invoice
Examples:
Upgrade mid-cycle:
You’ll be charged a prorated amount for the upgrade, plus the full amount for the next month
→ your next invoice may be higher than usualDowngrade mid-cycle:
You’ll receive a credit for the unused portion of your previous plan
→ your next invoice may be lower than usual
Important:
You cannot select a plan with fewer users than you currently have active
To reduce user count, you must first deactivate users
Annual Plans (Best Value, Less Flexible)
Annual plans offer a discounted rate but require a 12-month commitment across your full subscription (plan, users, add-ons).
What you can do at any time:
Upgrade to a higher user tier
Upgrade from Basic to Premium
Add SMS packages
What you can only do in the final month:
Downgrade plans (e.g. Premium → Basic)
Reduce user count
Switch to monthly billing
Cancellation Policy (All Plans)
Cancelling your subscription does not take effect immediately
Your account will remain active until the end of your current billing period
No refunds are provided for unused time
After the billing period ends, your subscription will not renew
This applies to both monthly and annual plans.
SMS Add-ons on Annual Plans
SMS credits are purchased in bundles (e.g. 100 messages)
Charged upfront for the full 12-month period
No pay-as-you-go option
Proration on Annual Upgrades
If you upgrade your annual plan:
The unused portion of your current plan is credited
You only pay the difference for the remainder of the billing period
Your billing date does not change
When to Choose Each
Monthly: More flexible, easier to change plans at any time
Annual: Lower cost, but requires commitment and has limited downgrade options
How to Cancel Your Account
To cancel your SortScape subscription:
Go to Billing
Click the Cancel button
Confirm your cancellation
What happens next:
Your cancellation does not take effect immediately
Your account remains active until the end of your current billing period
After that, your subscription will not renew and your account will become inactive
No refunds are provided for unused time
Changing to a Lower-Cost Plan
If you can’t see a cheaper plan option, it’s usually because your current user count exceeds that plan’s limit.
For example:
If you have 6 active users, you won’t be able to select the 5-user plan
To select a lower-cost plan:
Go to Manage Employees
Deactivate any users who will not be using the app
Return to Billing
Select your desired plan
As you reduce your active user count, additional lower-tier plans will become available.