Choose or change your plan

Your plan lives in Settings > Billing (open it). You need billing access to open it. Without it, you'll see a note to ask an admin.

See your current plan

Current plan shows:

• Your plan, with a Trial tag if you're on a trial.
• Whether you're billed Monthly or Annual.
• Active users, the Billing status, and an Estimated total. It's an estimate because your invoice reflects the people on your account and any mid-period changes.

Choose a plan

On a trial, you don't need a card. When you're ready:

1. In Current plan, click Choose a plan.
2. Pick Monthly or Annual.
3. Click Upgrade to Starter or Upgrade to Professional.
4. Add your card on the secure checkout page that opens, and confirm.

You come back to Summit, which shows that it's activating your subscription. It takes a few seconds.

Switch between Starter and Professional

If you're on Starter:

1. In Current plan, click Change plan.
2. Pick Monthly or Annual, then click Switch to Professional.
3. Summit shows the new price. Click Confirm. Nothing changes until you do.

The change is prorated onto your next invoice.

To move off Professional, change billing period, or cancel, email support@summitspend.com.

What each plan includes

The plan cards under Change plan list what's in each. A few things people often ask about:

	Starter	Professional
Card and bank connections	Up to 3	Unlimited
Approval workflows	Single-approver	Multi-level
Sage Intacct export		Included
QuickBooks Online export	Included (beta)	Included (beta)
Split transactions		Included
Receipt forwarding by email and receipt matching		Included
Custom roles and audit log		Included

Enterprise adds unlimited entities, scheduled reports and a dedicated customer success manager. Click Contact sales under Need more? to ask about it.