Downgrade your Sage subscription
Description

Moving between plans

You can move between plan tiers within the same product at any time.

NOTE:

Irish subscriptions can't currently downgrade. Instead, create a new account and migrate your data across.

Each product has its own rules and limits when downgrading:

  • Sage Accounting (Start, Standard, Plus): You can downgrade between plans at any time. To move to Start, make sure you have no unpaid or unallocated transactions other than sales invoices
  • Sage Sole Trader: You can downgrade to the Free plan if your business is within the bank account and attachment storage limits
  • Sage Payroll: You can downgrade between Payroll tiers

NOTE:

You can lose access to some HR modules, but you’ll continue to pay based on the number of active employees.


Moving between products

You can’t switch directly between Sage Accounting (Start, Standard, or Plus) and Sage Sole Trader (Free or Paid).

If you use a bundled plan, you can only move between products that are part of your plan.

To move to a different product, you’ll need to start a new subscription.

Cause
Resolution
  1. From your Business name dropdown navigation menu, select Manage business.
  2. Select the Subscriptions (or Subscriptions and Invoices) tab.
  3. Here you can view your current subscriptions. Select View subscriptions, then Manage subscriptions

    TIP:

    Select Compare features to view the differences between subscription tiers.

     

  4.  

    Review the Pricing plan section to make sure you're happy with the changes.
  5. Select Apply selections.
  6. Finally, confirm your billing address and payment method. 
Steps to duplicate
Related Solutions

Upgrade your Sage subscription