How to Upgrade or Downgrade Your MerchantFlow Plan

MerchantFlow plan changes let you switch between monthly and annual billing at any time. Plan changes are owner-managed and the process depends on whether your workspace uses Stripe or Shopify billing.

Available Plan Changes

You can switch between:

Both plans include the same full-featured product. Changing plans does not unlock or remove any features.

How to Change Plans on Stripe Workspaces

For standard web workspaces billed through Stripe:

1. Go to Settings > Billing
2. Find the Change Plan option
3. Select your preferred billing cadence (monthly or annual)
4. Confirm the change

How Prorations Work

If the workspace already has an active Stripe subscription, MerchantFlow updates the subscription in place and uses Stripe prorations when the billing cadence changes:

• Monthly to annual -- prorated credit for remaining monthly period applied to the annual charge
• Annual to monthly -- prorated credit for remaining annual period applied to future monthly charges
• Same plan -- no meaningful change occurs

If No Stripe Subscription Exists Yet

If the workspace does not have a completed Stripe subscription, MerchantFlow creates a Stripe checkout session instead of an in-place update. This is the same flow used during onboarding payment setup.

How to Change Plans on Shopify Workspaces

Shopify-backed workspaces handle plan changes through Shopify billing:

1. The owner initiates the plan change from Settings > Billing
2. MerchantFlow creates a new Shopify AppSubscription approval request
3. Shopify displays the approval page
4. Approve the new plan in Shopify

If the app is embedded in Shopify admin, MerchantFlow opens the approval flow as top-level navigation so Shopify can complete the change.

What to Check Before Changing Plans

Before switching plans, verify:

• Billing provider -- confirm whether your workspace uses Stripe or Shopify
• Workspace owner -- only the owner can change plans
• Open billing flows -- ensure no pending billing approval is still in progress
• Cost comparison -- monthly ($249/mo) vs. annual ($209/mo, saving $498/year)

What Happens After the Change

After the billing provider accepts the change:

• The billing page updates with the new plan, status, and current period dates
• If you changed plans during the trial or early billing window, allow a moment for the billing page to refresh after the provider callback completes

Frequently Asked Questions

Will I lose access to features if I downgrade from annual to monthly?

No. Both monthly and annual plans include the same full-featured product. Changing plans only affects your billing cadence and cost.

How does proration work when switching plans?

For Stripe workspaces, Stripe calculates a prorated credit for the unused portion of your current plan and applies it to the new plan. You are only charged the difference.

Can I change plans during my trial?

Yes. You can switch between monthly and annual billing during your 7-day trial. The plan change takes effect through the same billing provider flow.

Who can change the billing plan?

Only the workspace owner can change plans. Admins do not have billing:manage access.

How do I change plans on a Shopify workspace?

When you initiate a plan change from Settings > Billing, MerchantFlow creates a new Shopify approval flow. You will be redirected to Shopify to approve the new plan.

Is there a cheaper plan available?

MerchantFlow currently offers one product tier. The most cost-effective option is the annual plan at $209/month ($2,490/year), saving $498 compared to monthly billing. See Pricing Plans.

Related Pages

• Billing Overview -- understand your billing setup
• Pricing Plans -- compare plan options and pricing
• Trial Period -- 7-day free trial details
• Payment Methods -- manage payment details
• Cancel Subscription -- end your subscription
• Dashboard Attribution -- track marketing ROI

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Last updated: March 14, 2026