Upgrade and add a card

Owners and admins can upgrade a workspace to Plus or Business from the Billing tab. Payment goes through Toss Payments and is by card only; you register the card as part of your first upgrade.

Before you start

• Permissions: only owners and admins can upgrade. Members can see the plan comparison, but the buttons are disabled and the message Only owners or admins can change billing. is shown.
• Open the Billing tab: your avatar at the bottom of the navigation rail (Account menu) → the gear on the workspace’s row ({name} settings) → Workspace settings → Billing tab. There is no direct URL, and guests have no gear.
• Prices: see Plans and limits or Compare plans in the Billing tab. For what each plan includes, see Plans and limits.

In the messages below, the parts in braces ({amount}, {count} and so on) are replaced with real values.

Upgrade

1. Under Compare plans in the Billing tab, select Upgrade on the plan you want. From Free you can choose Plus or Business; from Plus, Business. Only plans on sale are shown.

2. The Subscribe to Plus or Subscribe to Business dialog opens. It shows:

   • the workspace name;
   • the Plus or Business seat count: {count} seat(s) — based on current members, never fewer than the seats you already pay for. Pending invitations aren't included; an invitee can join only while a seat is free (see How seats are counted);
   • the amount: {amount} will be charged now.

   You can’t press the button in the next step until the amount appears.

3. If no card is registered, you see You'll register a payment card in Toss's secure window first, then return here to finish this payment. and a Register card and continue button. Selecting it takes you to Toss Payments’ secure window, where you register a card. Other payment methods aren’t supported.

4. When you finish, you return to MashNote’s Card registration page. On success, it shows Card registered.

   • Select Open billing settings to open the Billing tab. If you’re back within 30 minutes in the same browser tab, the subscribe dialog from step 2 reopens.
   • If more than 30 minutes have passed, or you opened it in another tab, select Upgrade under Compare plans again. The card you registered stays on file.

5. Check the amount in the dialog and select Pay and start. When the payment goes through, you see Upgraded to the {plan} plan. and the plan changes right away.

If a card is already registered, skip steps 3–4. The dialog shows the card company and a partly hidden card number; to pay with a different card, select Change card in the dialog.

Note

Registering a card doesn’t charge anything by itself. The payment and upgrade only happen when you select Pay and start in the dialog.

After you pay, the subscription renews automatically on the same day each month (or on the last day of the month when that day doesn’t exist). You can see the next charge date and amount under Manage subscription in the Billing tab. For details, see Manage subscription.

How are Plus and Business seats counted?

When you first subscribe to Plus or Business, the seat count is calculated automatically from people who have joined:

• current members and admins, including the owner;
• guests and pending invitations are excluded;
• switching paid plans never reduces the seats you already pay for.

The dialog shows it as {count} seat(s) — based on current members, never fewer than the seats you already pay for. Pending invitations aren't included; an invitee can join only while a seat is free, with a minimum of 1. A subscription can have at most 500 seats; if the workspace has more people than that, you see A subscription can have at most 500 seats; a workspace over that headcount cannot subscribe.

Inviting new members right after you subscribe

Subscribing sets the seat limit to the number of people at that moment. For example, a workspace you used alone starts with 1 seat. To invite more members after that, add seats first. Guests can be invited without a seat.

If the headcount changes while the dialog is open

If someone accepts an invitation and joins, or a member is removed, while the dialog is open, the amount changes. Nothing is charged; you see the message below and the dialog recalculates the amount.

The workspace headcount changed, so the amount is different. Please review again.

Check the new amount, then select Pay and start again.

Upgrade from Plus to Business

If you switch from Plus to Business mid-period:

• the upgrade applies immediately;

• only the difference for the rest of the current billing period is charged now;

• your purchased seats are preserved. If the current headcount is higher, the seat count covers those members.

• your renewal date stays the same.

The dialog shows:

A prorated difference of {amount} is charged now; your renewal date stays the same.

Subscribe during a trial

If you’re on a trial from a trial code, the plan buttons read Subscribe now. Subscribing ends the trial right away, charges the full price of the plan you choose, and starts a new billing period.

If card registration or payment fails

Card registration

If card registration fails, you see one of these messages. After returning from the Toss Payments window, it appears on the Card registration failed page; select Open billing settings to go back to the Billing tab and try again.

Message	What it means
Card registration was canceled.	You cancelled in the Toss Payments window.
Card registration failed. Please try again.	Registration failed partway through.
Invalid access. Please try again from billing settings.	The result page was opened in an unexpected way.
The payment provider rejected the card registration. Please try again.	Toss Payments refused to register the card.
This card registration session is no longer valid. Please try again.	The registration session expired or didn’t match.
Couldn't open the card registration window.	The Billing tab couldn’t open the Toss Payments window. Try again shortly.

Payment

If the card is declined when you select Pay and start, the plan doesn’t change and you see one of these:

Message	What to do
The payment failed due to an exceeded limit or insufficient balance. Try another card or contact your card company.	Switch to another card or contact your card company.
This card can't be used (stopped, lost, or restricted). Please register another card.	Register a different card.
The card details are invalid. Please register the card again.	Register the card again.
The card company declined the payment. Please contact your card company.	Contact your card company.

For other decline reasons, you may see The payment provider rejected the card registration. Please try again. This wording can also appear at the payment step; check the card or try another one.

To use another card, select Change card in the dialog. If you see We couldn't confirm the result of the payment request…, don’t retry right away; read A payment failed first.

Other messages

Message	What it means
Couldn't load the charge amount.	The dialog couldn’t load the amount. Close it and open it again.
This plan isn't currently offered for purchase.	The plan you chose isn’t on sale right now.

Related articles

• Plans and limits
• Change or remove the card
• Manage subscription: seats, cancel, undo
• A payment failed