Subscription Changes

Need to make changes to your account or subscription? No problem. Our step-by-step guide has got you covered, whether you want to upgrade, downgrade, delete, or cancel. Enjoy Sortly without any hassle - read on for instructions.

This article outlines how to:

Upgrade

Easily upgrade your plan anytime by going to Billing Info and clicking on Manage Plan. If you're upgrading from the Free plan, ensure you have a valid credit card for the trial period. Your card will only be charged after the trial.

Please note: To upgrade to the Enterprise plan, click here.

Downgrade

Want to switch to a Free or Advanced plan? No worries! You can downgrade as long as your current inventory fits within the limits of the lower plan. Just check the limits and hit the downgrade button if you're eligible.

To downgrade to the Free plan, your account must have the following:

  • Up to 100 unique Entries
  • One User
  • One Custom Field
  • No attachment type Custom Field

To downgrade from Ultra to Advanced, your account must have the following:

  • 2,000 or fewer Entries
  • 10 or fewer Custom Fields
  • No attachment type Custom Field

The downgrade button will only be available to click on if you meet the plan limits for the plan you are downgrading to.

Cancel

To cancel, simply downgrade to the Free plan. Go to Change Plan settings, ensure you meet the Free plan limits and hit downgrade when ready. The Free plan is limited to 1 user, 100 entries, and 1 custom field.

Pause

If you are a monthly Sortly Advanced or Ultra user, you can pause your account if your business needs change. This pause begins at your next billing cycle and lasts for 1, 3, or 6 months, with no proration available. During this time, you won't have access to your inventory, but your data will remain secure in Sortly.

To pause your account, visit Company Details, and click Pause Subscription. You'll receive an email confirming the pause and a reminder 7 days before it ends. While paused, you can still log in but will see a notification that the subscription is paused.

To resume early, click "Resume Subscription." Your billing cycle will adjust accordingly, and you'll continue as a month-to-month user. Note: This feature is only available on the web version; attempting to pause via mobile redirects you to the web or app.sortly.com.

Delete

Deleting your account won't cancel your subscription if it hasn't been downgraded.  If you'd like to cancel your subscription, please follow the instructions here or contact our Support Team here.

To delete your account and all data permanently, head to Company Details in your Sortly settings. Remember, once deleted, your data can't be recovered. Export your data via CSV or Dropbox for safekeeping if needed.

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