Change your plan, billing period and add-ons
Switch between monthly and yearly billing, move between Base and Premium, turn add-ons on and off, and find your card and invoices in the Stripe portal.
In this guide5 sections
What you pay us is not a decision you make once. Move up to Premium when you want a Sumly certified bookkeeper reviewing the books. Switch to monthly billing when cash flow gets tight, and turn an add-on on for the months you need it. It all happens on the Billing page.
How to read the Plan section
Billing sits behind the organisation switcher in the top right, the one showing your company name, next to Settings and Members. The page opens on "Plan": two cards side by side, "Base" and "Premium".
The card you are on carries an "Active" chip and a "Current plan" chip, its price, and a renewal line underneath giving the billing period and the date it renews. The other card shows what it would cost and the button that moves you to it. "Manage" sits on whichever card is current, with an external-link icon, because it leaves Sumly for the Stripe billing portal.
Change your billing period or your plan
Both changes go through the same confirmation dialog, so they read the same way.
Pick the change you want
The footer of the current plan card offers "Change to monthly billing" or "Change to yearly billing". The other card offers "Switch to Premium" or "Switch to Base".
Wait for the figures
The dialog opens with grey placeholder rows and fills them in a moment later. "Confirm change" stays disabled until the numbers arrive.
Read the proration
Neither change starts you from scratch. Time you have already paid for comes back as a credit and the new plan is charged from today, so the two sides largely even out. "Due today" can come out as zero, or as a negative amount rather than a charge. The line under it gives the new recurring amount and the date it starts.
Confirm the change
"Confirm change" shows a spinner, then the dialog closes and the cards redraw.
Check the cards swapped
"Active" and "Current plan" move to the plan you chose, its footer button flips to the opposite billing period, and "Manage" moves with them.
The cards show prices before VAT. The dialog's recurring figure includes it, which is why the amount it quotes for the next renewal is higher than the price printed on the card. Our guide to Cyprus VAT rates covers which rate applies to what.
Moving from Base to Premium does one thing the screen does not show. Once you confirm, your Sumly certified bookkeeper reaches out within 24 hours to take over the review of your books. You do not have to write to us first.
Turn an add-on on or off
Scroll past the plan cards to "Add-ons". There are three. "IP Box" is priced at "€50 month" and adds Cyprus IP-box calculations and reports. "Payroll" is "€15 employee/month". "Projects" is "€10 month" and tracks income and costs per project.
Switching one on is a single click on "Activate". No dialog, no price preview, no confirmation step. The card takes a green "Active" chip and its button becomes "Deactivate".
Under the cards, "Missing a feature?" points at an email rather than a form. Send the details to support@sumly.cy and we'll look into it.
Your card, your invoices and cancelling
Anything about money rather than plans lives in the Stripe billing portal, and "Manage" on the current plan card is the way in.
"Active plan" lists your plan and every add-on on one line, with the next amount and the date it is due. Open that row and you get the upcoming payment itemised, VAT added, and the total. "Payment method" holds the card on file. "Billing information" holds the name, email and billing address that print on your invoices, worth correcting before the next one goes out. "Invoice history" lists every invoice with its due date, status, number and amount, with a search box and an "Outstanding" filter.
An add-on you have already deactivated still appears in that "Active plan" line until the day it expires. That is correct. You are still paying for it, and still using it.
Cancelling is in that "Active plan" row too, as "Cancel plan". Email us at support@sumly.cy before you press it. Tell us what is not working, and we may be able to put it right instead.
What comes next
Billing is settled, and your team is already in. The people you pay are a different list from the people who log in, so the next job is putting an employee on the books. Add an employment contract and adjust a salary covers the contract, the salary and the changes that follow.
Related articles
Set up your Sumly account and company
Create your Sumly login, add your company as an organization, and work through the four setup steps: plan, invoice details, bank and VAT status.
Company details, address and VAT status
Set your company details, address, contact and VAT status across the four Settings tabs behind the organisation switcher — before you enter a transaction.
Add a customer or supplier
Create a customer or supplier in Sumly's Contacts list, with its VAT ID, address and the defaults that carry onto its documents, then edit or archive it later.