Version 2 billing: How do I upgrade to a paid plan?

Any Administrator can upgrade a trial account to a paid plan by taking the steps below:

  1. Click on Settings (upper right corner).
    • Only Administrators can view and change account settings.
  2. In the Billing tab, in the Current plan area, click Upgrade plan.
  3. Click Upgrade to Pro or Upgrade to Premium, depending on which plan you want.
  4. Choose to Pay monthly or Pay yearly, and enter the number of seats you need on the account.
    • If you choose to upgrade with fewer seats than the current number of active people, you’ll be directed to a new page to archive any additional people. Check the boxes beside the people you’d like to archive, then click Archive…people to be taken back to the billing details page.
    • Note that you won’t be able to archive the Account Owner or yourself.
  5. Enter your Payment details, Billing address, Email recipients for invoices and receipts, any Additional billing details you’d like to include on your invoices and receipts, and a Promotion code if you have one.
    • If you choose yearly billing and have 10+ seats in your account, you can pay by ACH or wire transfer. Click request an invoice near the bottom of the page, and fill out the remaining billing information.
  6. Click Upgrade.

If you choose a monthly subscription, we’ll bill you each month on the date of your first payment. If you choose to pay yearly, we’ll bill you each year on the date of your first payment.

We also offer a free plan that's available for anyone to use. You can read more about the limitations of the free plan and how to upgrade from a trial to the free plan in this article: Is there a free version of Harvest?

Visit our pricing page for more information on pricing. 

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