Switching to an Annual Plan

How an organization on a monthly or pay-as-you-go plan moves to an annual commitment: same org, billing transfers, your monthly plan is cancelled for you.

Overview

You can move from a monthly (pay-as-you-go) plan to an annual Savings Plan commitment without leaving your organization behind. It's the same org: your project, data, team, API keys, and the credits you've already earned all stay. Only how you pay changes.

The switch is arranged with our team through an order form, not the self-serve checkout, because an annual commitment is paid by bank transfer (ACH), not a card. You don't cancel your monthly plan yourself. When the order is provisioned, your monthly plan is cancelled for you and the billing moves across in one step.

📘 Good to know

There's no self-serve button for this yet. The move is handled by our team from an order form. If you want it, contact sales.

Who does what

Three actors are involved: you, Intempt operations, and the billing system (which does the rest automatically).

Actor	What they do
You (the customer)	Sign up and run on a monthly plan as usual. When you're ready for a commitment, agree the annual terms with sales (seats, committed amount, term), sign the order form, and pay the annual invoice by bank transfer.
Intempt operations	Records the signed order against your organization and provisions it. This is one action, from the order form.
Billing system (automatic)	Grants your committed credits, moves you to invoice billing, and cancels your monthly subscription with a prorated credit for the unused part of the current month.

The flow, step by step

You're on monthly. Your organization already exists on a paid monthly plan: seats billed monthly to your card, usage drawing credits as you go. See Usage & Billing.
You agree annual terms and pay. Sales prepares the order form with your seats, committed credit amount, and term. You sign it and pay the annual invoice by bank transfer (ACH). The invoice comes from Stripe like any other.
Operations provisions the order. Against your existing organization, so nothing about your workspace changes.
Your committed credits land immediately. They're added to your wallet as a commitment that's valid for your term, and they show up in your credit ledger as a grant with a running balance.
Your monthly plan is cancelled for you. The billing system cancels the monthly subscription at the same time, with a prorated credit for the unused days of the current month applied to your account. You don't need to cancel anything.
Billing is now annual, same org. Your plan shows the committed term, billing is by invoice, and your card is no longer charged for seats.

What stays the same

The organization and everything in it - project, data, segments, journeys, team, API keys. Nothing is recreated or migrated.
Credits you've already earned. Credits already in your wallet from the monthly plan stay; they're not clawed back. Your new committed credits are added on top.
Your usage. Nothing you've built stops working during the switch.

What changes

How you pay. Card-billed monthly seats become one annual invoice paid by bank transfer.
Where usage is drawn from. Usage now draws down your prepaid commitment first. Usage above your commitment continues to meter as overage, the same way pay-as-you-go usage is metered, so nothing pauses when you pass the committed amount.
Future monthly grants stop. Because the monthly plan is cancelled, its monthly credit grants stop. Annual plans receive their credits on a monthly schedule across the term.

Common questions

Do I need to cancel my monthly plan first? No. Cancelling it yourself first would drop your organization to the free tier. The switch cancels it for you, at the same moment the annual plan starts, so there's no gap and no double billing.

Will I be billed twice? No. The monthly subscription is cancelled as part of the switch, with a prorated credit for the unused part of the month. You won't carry two active subscriptions.

Do I lose the credits I already had? No. Credits already in your wallet are kept. The committed credits are added to them.

Is it the same organization? Yes. Same org, same project, same API keys, same data. Only the billing moves.

What happens when my usage goes past the committed amount? It meters as overage, billed the same way pay-as-you-go usage is. Your work doesn't stop at the commitment line.

I'm on pay-as-you-go, not a seat plan. Can I still switch? Yes. The same flow applies. Metered usage keeps running as overage on top of your commitment.

Usage & Billing - the two billing models and how credits and storage are charged.
Savings Plan - how annual commitments and their committed rates work.
Credits & Expiration - how committed credits are granted, drawn down, and expire.
Pricing - current seat prices and credit allocations.