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A Plan controls which features are available to the merchant — such as reporting, online payments, and Virtual Terminal access — and determines the billing tier. The plan is selected when you create the Entity. Change it here if the merchant upgrades, downgrades, or moves between trial and live billing.

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How to get here

Entities → find the Entity → Manage → Settings → Plans & Features tab.

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Change the plan

1

Open Plans & Features

From the Settings page, click the Plans & Features tab.
2

Select a new plan

Under Change Plan, select the plan you want to apply to the merchant.
3

Apply

Click Apply to save the change. The merchant’s available features update immediately.
Changing a plan may enable or disable features the merchant is actively using. Confirm with the merchant before downgrading.
Plans can be limited to Restaurant, Retail / Wholesale, or Charity. The Change Plan list only shows plans that match the entity industry (or plans with no industry restriction).