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Downgrading from Wethos Pro

Breaking down the common questions around downgrading from Wethos Pro to Wethos Starter.

Nateisha Campbell avatar
Written by Nateisha Campbell
Updated over 8 months ago

In this article:


How do I downgrade from Pro to Starter?

If you decide you want to downgrade from Wethos Pro to Wethos Starter, you can easily cancel your subscription by following these steps::

  1. Click on your profile picture in the top right corner and select Account Settings.

    Screenshot of how to access your Wethos account settings

  2. Scroll to “Subscription Settings” and click “View or Update Billing Info.” You’ll be taken to the customer portal, where you can manage your subscription.

  3. Select the Cancel plan button

    Screenshot of the cost of Wethos Pro on a monthly plan and how you can update or cancel your subscription
  4. Select a cancellation reason to help us improve (optional).

Please note that by downgrading to Wethos Starter, you will lose access to some of the features and benefits of Wethos Pro, such as unlimited projects and proposals, access to the Wethos invoice payment methods, custom branding, customizable proposal templates, and more. You can always upgrade again at any time if you change your mind.


When will my subscription downgrade take effect?

Your downgrade will take effect at the end of your current billing cycle. This means you will still have access to all Pro features until then. After that, your account will be switched to the Starter plan, and you will no longer be charged.


What features will I lose if I downgrade to Wethos Starter?

If you switch from Wethos Pro to Wethos Starter, you will lose access to all the features exclusive to the Pro plan. These include:

Pro

Starter

Get up and running

Create projects and clients

Unlimited

1 active project

Send proposals and contracts for signature

Unlimited

1 active proposal

Accept payments in your favorite payments platforms

Access to all of the Wethos Payment Methods to allow clients to pay you directly through your invoices

No access to Wethos Payment Methods

Professionalize your business

Customized branding

Logo, name, font, and color

Logo and name only

Wethos community templates (scopes, services and contract terms)

Unlimited

1 project from template

Customizable template library (scopes, services and contract terms)

Unlimited

No access

Access to intelligent pricing recommendations

Unlimited

No access

Duplicate past scopes of work

Unlimited

No access

Manage client-level projects and invoices

Unlimited

1 project

Maintain project pipeline

Unlimited

1 project

Understand historical revenue (3 months, 12 months, YTD)

Unlimited

No access

Schedule invoices to send at a future date

Unlimited

No access

Send invoice reminders to clients

Unlimited

No access

Scale up with others

Create unlimited multi-member team projects

Unlimited

1 active project

Invite teammates to projects

Unlimited

1 active project


What will happen to my projects after I downgrade?

After you downgrade, you’ll only have access to your most recently created project. Any older projects you have created will be hidden from your Projects tab.


Can I still create and send invoices when I downgrade?

Yes, you can create and send unlimited invoices and maintain an invoice pipeline on the Starter plan. However, only on the Pro plan can you schedule invoices to send later, send invoice reminders to clients, and accept payments directly through your favorite payment platforms.


Can I restore my Wethos Pro subscription if I change my mind?

Yes! You can upgrade your subscription plan anytime from your account settings. Your upgrade will take effect immediately.


How can I get help or support if I have questions or issues with downgrading?

If you have any questions or issues with downgrading your plan, contact our support team at [email protected] or chat with us by logging into your account. We are happy to assist you with any concerns or feedback.

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