Upgrading Your Plan
Learn how to upgrade your Sortpay subscription to unlock advanced features and higher processing limits
Quick Upgrade
Upgrade in just a few clicks
Step-by-Step Upgrade Process
Select the plan that best fits your needs:
Pro Plan - $19/month
- • 100 invoices/month
- • Advanced AI agents
- • Line item extraction
- • Excel & Google Sheets export
- • Bulk processing
Business Plan - $49/month
- • 250 invoices/month
- • Advanced AI agents
- • Line item extraction
- • Excel & Google Sheets export
- • Priority support
Developer (Credits)
- • Pre-purchased credits (one-off charges)
- • Optional auto top-up with low balance threshold
- • All Pro features
- • REST API access
- • Webhook support
- • Custom extraction rules
When you click "Upgrade", you'll be redirected to our secure payment page where you can:
- Enter your credit card details
- Review the billing amount and frequency
- Confirm your upgrade
Secure Payment Processing
All payments are processed securely through Stripe. We never store your payment information on our servers.
Once payment is processed, you'll immediately have access to:
- Your new monthly invoice limit
- Advanced features like line item extraction
- Additional export formats (Excel, Google Sheets)
- Enhanced support level
Important Billing Information
- Monthly Billing:Charged every month on your upgrade date
- Prorated Charges:First payment is prorated for the current month
- Auto-Renewal:Subscription renews automatically each month
- Credit Cards:Visa, Mastercard, American Express
- Debit Cards:Most debit cards with online payment enabled
- Business Cards:Corporate and business credit cards accepted
Common Upgrade Scenarios
I need to process more than 10 invoices this month
Upgrade to Pro for 100 invoices/month. The upgrade is instant, and you can start processing additional invoices immediately.
I want to extract line items from my invoices
Line item extraction is available on Pro and Developer plans. This feature breaks down individual items, quantities, and prices.
I need to integrate with our existing software
For API access and webhook support to integrate with your existing systems, you'll need the Developer plan.
I want to export to Google Sheets or Excel
Advanced export formats including Excel files and Google Sheets integration are Pro features.
Things to Know
- Instant access to new features
- Higher monthly processing limits
- All previously processed data remains accessible
- Enhanced support level
- Can downgrade anytime
- First charge is prorated for the current month
- Monthly limits reset on your billing date
- Cancellation takes effect at period end
- Payment method must be valid for auto-renewal
- Team members inherit plan features instantly