SaaS Customers Can Now Change Plans and Billing Frequency

TL;DR

SaaS customers can now change their billing frequency (monthly to annual, or vice-versa) while also changing their plan. Proration is not currently supported for these changes.

Who this affects

HighLevel has not confirmed who this affects. It is unknown which specific roles or accounts are impacted by this change.

What changed

Your SaaS customers can now adjust their subscriptions more flexibly. This update allows them to:

• Switch billing frequency from monthly to annual.
• Switch billing frequency from annual to monthly.
• Change billing frequency at the same time as upgrading their plan.
• Change billing frequency at the same time as downgrading their plan.

HighLevel has not confirmed any limits or plan gating for this feature. They also have not confirmed the rollout status.

An important point is that proration is not currently available for these combined changes.

Where to find it

HighLevel has not confirmed the exact location for this new functionality within the product. We can infer it will be accessible to SaaS customers when managing their subscription or plan details, likely within their account settings or billing portal.

How agencies will use this

An agency might have a client operating on a monthly 'Starter' plan who decides they want to commit to an annual subscription to save money and also upgrade to a 'Pro' plan for additional features. Previously, this would often require multiple steps or manual intervention. Now, the SaaS customer can initiate a single change directly, moving from 'Starter Monthly' to 'Pro Annual' in one action. This streamlines the self-service experience for the end-user. Agencies will benefit from reduced support requests related to plan and billing frequency adjustments.

Our take

This is a standard improvement to the SaaS customer experience. It addresses a common user request, making it easier for clients to manage their subscriptions without agency assistance. While convenient, the lack of proration means agencies still need to be mindful of billing cycles for these transitions. This is a minor quality-of-life update, not a major shift.