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      Upgrading your Membership

      Easily Upgrade Your Cashflow.io Membership and Unlock New Features

      In this article, you will learn how to upgrade your current membership, along with details on the benefits of each plan. Upgrading your membership can unlock additional features tailored to your business needs.

      1. On the upper right of the page, click the Account Menu and select Membership.
      2. You will be directed to the Membership page. Click the UPGRADE NOW button.
        Screenshot 2024-09-23 145600
      3. The Upgrade Plan page opens. On this page, you can view all the available plans/subscriptions. The selected plan with an indicator; CURRENT PLAN is your current and active subscription. At the moment, there are three (3) plans that you can choose from:
        1. Basic Membership: 50 monthly transactions or $50,000 in volume, limited to 5 users.
        2. Premium Membership: 100 monthly transactions or $100,000 in volume, unlimited users.
        3. Pro Membership: Unlimited transactions, no volume limits, and unlimited users.

      TIP: To learn more about the plans, click on Compare Rates at the bottom of each plan. Additional information on specific features available to each membership level is also provided there.

      4.    To upgrade your membership, select the plan that you want to upgrade to and click the Continue button, and follow the succeeding prompts. When completed, new transactional limits and features exclusive to that plan will be immediately unlocked.