Change your plan

Organization admins change their XFA plan from the dashboard, under Settings > Subscription. This page explains how to upgrade, downgrade, or move to Free, what you are charged, what happens when a payment fails, and how to undo a scheduled change. The plans and their current prices are on xfa.tech/pricing.

Before you start

You need to be an administrator of your organization.
Every organization starts on the Free plan. Free, Pro, and Max are self-service. Enterprise is arranged with sales, in both directions. See What goes through sales.
A plan change does not change your seat count. Add seats or lower your seat count from the Seats section of the subscription page. See Lower your seat count.
One plan change can be pending at a time. Withdraw a scheduled change before you request another one.

Upgrade

An upgrade (Free to Pro or Max, Pro to Max) applies immediately.

Open Settings > Subscription and select the plan you want.
Review the change. The review shows the plan, the amount, and the effective date.
Confirm. With a valid payment method saved, the upgrade applies right away. Without one, you go through checkout with our payment provider and pay the first invoice there.

What you are charged:

From Free: the first month or year of the plan for your seats, VAT included. Your renewal date is counted from the day the upgrade applies.
From a paid plan: the price difference between the two plans for the seats you pay for, for the days left in your current billing cycle, net of your discounts. The amount is shown before you confirm. Your renewal date does not move.

How you pay depends on your payment method:

Valid payment method saved, for example because you kept it when you moved to Free: there is no checkout. The upgrade applies when you confirm, and the amount is charged to that payment method by the next daily billing run.
No valid payment method: you pay the amount, VAT included, at checkout.

When the upgrade applies after checkout

The upgrade applies as soon as you complete the checkout, even while the payment provider is still processing the payment. You get the invoice once the payment is confirmed, under Settings > Invoices. If the payment fails afterwards, you keep the plan for 14 days to pay. See Unpaid invoices.

If you leave the checkout without paying, nothing changes: you stay on your current plan and nothing is charged.

Downgrade

A downgrade (Max to Pro) is scheduled for your next renewal date. You keep your current plan, and everything in it, until then.

Open Settings > Subscription and select the lower plan.
Review what you will lose. The dashboard lists the features you use today that the lower plan does not include. See What you lose on a downgrade.
Confirm. The subscription page shows the scheduled change and the date it applies.

On the renewal date your organization moves to the lower plan at its price, and the features that plan does not include are switched off.

Move to Free

Moving to Free ends your subscription on your next renewal date. Until then you keep your paid plan.

The steps are the same as for a downgrade. Good to know:

Seats you added before the move are billed for the days until the renewal.
Your payment method is kept, so a later upgrade needs no new checkout.
Free allows one connection and one discovery source. If you have more, the dashboard asks you to disconnect the extra ones first.

Change your billing cycle

Switching between monthly and yearly billing is scheduled for your next renewal date. A new billing cycle starts on that date, at the price of the cycle you chose. Until then nothing changes.

Lower your seat count

A lower seat count is scheduled for your next renewal date: your contract anniversary on yearly billing, your next monthly renewal day on monthly billing. Until then you keep your current seats and your price does not change.

Open Settings > Subscription and click Manage seats in the Seats section.
Choose a lower total. You cannot go below the number of people in your People list, the free seats in your plan, or your plan's minimum. To go lower, remove people first.
Review the change. The review shows the date it applies and the price per billing cycle from that date, before discounts and VAT.
Click Schedule decrease. The subscription page shows the scheduled decrease and its date.

What you are charged: from the renewal date, the new seat count at your current price per seat. Your discounts stay.

Good to know:

One decrease can be scheduled at a time. Choosing another lower total replaces it.
To withdraw it, click Cancel decrease on the subscription page, or choose your current seat count again in Manage seats.
Seats you add while a decrease is scheduled are added now. The decrease still removes the same number of seats at renewal.
If XFA changes your seat count for you, that change replaces a scheduled decrease.
Administrators get an email when a decrease is scheduled and when it applies.

More people than seats at renewal

If you have more people in your People list than the scheduled seat count, the subscription page shows a warning, and administrators get an email 7 days before the renewal date. The decrease still applies on that date. The people above your seat count and their devices are then hidden from the People and Devices lists until you remove people or add seats.

Undo a scheduled change

A scheduled downgrade, move to Free, or billing cycle change can be withdrawn until it applies. Open Settings > Subscription and click Keep my current plan on the scheduled change, then confirm. Your current plan continues as before.

An upgrade applies immediately and cannot be undone. To go back, select the lower plan: the downgrade is scheduled for your next renewal date.

Unpaid invoices

When a payment fails or is charged back, the dashboard shows an Unpaid invoice banner with the amount, the invoice number, and the reason. Administrators get an email the same day. In Settings > Invoices, the invoice shows Payment failed.

To pay, click Pay now in the banner, in the invoice list, or in the email. You pay the outstanding amount with your saved payment method or through our payment provider. The banner disappears once the payment goes through. Users without admin rights see the banner without Pay now and are asked to contact an administrator.

First invoice or upgrade not paid

If the payment for a new subscription or an upgrade fails after checkout:

You keep the plan for 14 days. The banner shows the date it ends.
Administrators get a reminder email on day 7.
If the invoice is still unpaid on day 14, your organization moves back to Free (new subscription) or to the plan you upgraded from (upgrade). The features that plan does not include are switched off. See What you lose on a downgrade.
Administrators get an email when the plan ends. The unpaid invoice is withdrawn, so nothing is owed. To get the plan back, upgrade again.

Renewal not paid

If a renewal payment fails, the banner and the email ask you to pay the invoice or update your payment method. Your plan does not change. Click Pay now, or update your payment method if your card has expired or the account changed.

Update your payment method

Open Settings > Subscription and click Update payment method.
Confirm. You are taken to our payment provider to register the new payment method.

To verify the new payment method, the payment provider charges €0.01. It replaces your previous payment method, which is removed. Future invoices are charged to the new one.

What you lose on a downgrade

Before you confirm a downgrade or a move to Free, the dashboard lists what you use today that the lower plan does not include. Depending on the plans, this can be:

Blocking access at sign-in. On the lower plan, Enforcement warns users but does not block them.
Device checks that are not part of the lower plan.
Agentless verification.
Weekly Awareness messages and reports.
Export to GRC tools (Vanta, Drata, Thoropass, TrustCloud, Noru).
Extra connections and discovery sources. Free allows one of each.
Details of discovered devices.
Notifications through Microsoft Teams and Slack.
Paid seats, when you move to Free.

What goes through sales

The subscription page shows Talk to sales instead of a self-service change when:

The current or the chosen plan is Enterprise.
Your organization is on a custom plan or on partner terms.
Sales arranged a discount for you. A discount code you redeemed yourself does not count.
You pay a fixed yearly total, usage-based billing, or a unit price that is not the list price of your plan.

Lowering your seat count goes through sales when you do not have a paid subscription, pay a fixed yearly total, are billed for usage or for users above your seats, or your subscription has not started yet. Use Talk to sales or Contact sales on the subscription page to start the conversation.

FAQ: common questions, including what XFA costs.
Referral program: a 10% discount on the first year for a company you refer.
Pricing: the plans, their prices, and what each one includes.