Version 1 billing: How do I upgrade to a paid plan?

This article is for Administrators. Learn more about permissions. If you’re a Member, check out our Member resources.

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

  1. Head to Settings (top right).
  2. Click Billing in the left sidebar.
  3. Click the Upgrade button in the Free trial area.
  4. Select a Monthly or Yearly billing cycle 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 box beside the people you’d like to archive, then click Archive…people to be taken back to the billing page.
    • Note that you won’t be able to archive the Account Owner or yourself.
  5. Enter your Billing address and Credit card information.

    • If you choose yearly billing and have 10+ seats in your account, you can pay by check or wire transfer. Select the Receive an invoice option in the Payment method section.
    • If you have a coupon, click the I have a coupon link under Plan summary to enter your code.
  6. Click Charge my credit card.

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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