Change your plan and add-ons

What you pay us isn't fixed. Change it on the Billing page. Move up to Premium when you want a Sumly certified bookkeeper reviewing the books. Turn an add-on on for the months you need it.

How to read the Plan section

Each plan has a card, and the one you're on carries an "Active" chip and a "Current plan" chip. To get there, open the organisation switcher at the top right, the one showing your company name, and choose Billing, next to Settings and Members. The page opens on "Plan", with one card for each plan side by side.

Your current card also shows its price and a line underneath with the date it renews. The other cards show what they would cost and the button that moves you to each one. "Manage" sits on the current card with an external-link icon, because it takes you out of Sumly to the Stripe billing portal.

Change your plan

Click "Switch to" on the plan you want, check the figures, then confirm. Every plan change goes through the same confirmation dialog.

The cards show prices before VAT. The dialog's recurring figure includes VAT, so the amount it quotes for the next renewal is higher than the price 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 doesn't show. Once you confirm, your Sumly certified bookkeeper contacts you within 24 hours to take over the review of your books. You don't have to write to us first.

Turn an add-on on or off

Click "Activate" or "Deactivate" on the add-on's card. The cards sit under "Add-ons", below the plans, and there are three. "IP Box" is priced at "€50 month" and adds calculations and reports for the Cyprus IP box, the regime that lowers tax on qualifying income from intellectual property. "Payroll" is "€15 employee/month". "Projects" is "€10 month" and tracks income and costs per project.

Switching one on takes a single click on "Activate". There's no dialog, no price preview and no confirmation step. The card gets a green "Active" chip and its button changes to "Deactivate".

Under the cards, "Missing a feature?" points to an email address, not a form. Send the details to support@sumly.cy and we'll look into it.

Your card, your invoices and cancelling

All of these live in the Stripe billing portal. Click "Manage" on your current plan card to get there.

"Active plan" lists your plan and every add-on on one line, with the next amount and the date it's due. Open that row to see the upcoming payment itemised, with VAT added and the total. "Payment method" holds the card on file. "Billing information" holds the name, email and billing address printed on your invoices, so check them 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've deactivated still appears in the "Active plan" line until the day it expires. That's correct. You're still paying for it, and still using it.

To cancel, use "Cancel plan" in the same "Active plan" row. Email us at support@sumly.cy before you press it. Tell us what isn't working, and we may be able to fix it 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.