Managing Your Subscription
View your current plan, upgrade to Pro, and manage your billing details all from the Billing settings.
Accessing Billing Settings#
- Click Settings in the sidebar navigation
- Select the Billing tab
Subscription Plans#
Free trial#
Every new account starts with a 7-day free trial, and you don't need a card to start it. On the trial, proposals go only to your own inbox, so you can see exactly what your client would get. To send a proposal to a real client, upgrade to Pro. If you upgrade during the trial you keep your free days: see Upgrading during your free trial below.
Basic (Free)#
Basic keeps your account and everything in it. You can open your existing estimates, invoices, clients and settings, but you can't create anything new. Your account moves to Basic when a trial ends without an upgrade, or when a Pro subscription is cancelled.
Sammy Pro#
$99/month or $950/year – Full access to all features for a single user. Paying yearly saves around 20% compared to twelve monthly payments. Pro includes:
- Unlimited estimates
- AI-powered estimate generation
- Voice notes
- Media uploads
- Supplier reconciliation
- Xero integration
- Priority support
Sammy Team#
For businesses with more than one person quoting. Everyone on the team shares the one workspace — the same estimates, invoices, clients, kits and settings — and every member gets full Pro access.
| Plan | Price | People |
|---|---|---|
| Team 3 | $249/month or $2,390/year | Up to 3 |
| Team 5 | $399/month or $3,830/year | Up to 5 |
Team is a flat price for the whole plan, not per person. Team plans are set up on the web only (not through the app stores). See Setting Up a Team and Team Plans and Billing.
Viewing Your Current Plan#
The Billing page shows:
- Current Plan – Your subscription tier (Basic or Pro)
- Renewal Date – When your subscription renews (for Pro users)
- First Payment Date – If you upgraded during your trial, the date your card will first be charged
- Trial Status – Days remaining if you're on a trial
Upgrading to Pro#
- Go to Settings > Billing
- Click Upgrade to Pro
- Complete the checkout process
- Your account upgrades immediately
Upgrading during your free trial#
You don't lose your free days by upgrading early. If you add your card while your trial is still running, checkout shows $0 due today — you get full Pro straight away (including sending proposals to your clients), and your first payment only happens when your trial ends. The exact date shows on the checkout page and on your Billing page as First payment.
You can cancel any time before that date and pay nothing. If you cancel, Pro sending stops at your trial's end and you go back to the normal trial until it runs out.
If your trial has less than two days left, checkout charges you straight away instead — same as upgrading after the trial ends.
Managing Your Subscription#
If You Subscribed on Web (Stripe)#
Click Manage Subscription to open the billing portal where you can:
- Update your payment method
- View and download past invoices
- Change your billing details
- Cancel your subscription
If You Subscribed on Mobile (App Store/Play Store)#
Your subscription is managed through your device's app store:
- iPhone/iPad – Go to Settings > Apple ID > Subscriptions
- Android – Go to Play Store > Menu > Subscriptions
Viewing Billing History#
The Billing page shows your payment history:
| Date | Amount | Description | Status |
|---|---|---|---|
| 15 Jan 2024 | $99.00 | Sammy Pro - Monthly | Paid |
| 15 Dec 2023 | $99.00 | Sammy Pro - Monthly | Paid |
Click on any invoice to download a PDF copy for your records.
An invoice marked Not charged was never paid and isn't owed. You'll see one if your plan ended because a payment didn't go through. It has no link, and there's nothing to pay on it.
Upcoming Payments#
If you have an active subscription, you'll see details of your next payment:
- Next billing date
- Amount due
If a payment didn't go through, this section shows the amount still owing, the date it was invoiced, and when we'll try your card again. Tap Pay this invoice to pay it straight away, or use Update payment in the red banner at the top of the page to change your card. Your next regular payment is listed underneath.
Trial Information#
If you're on a free trial:
- Days Remaining – How many days left in your trial
- Trial End Date – When your trial expires
After your 7-day trial ends, upgrade to Pro to keep creating estimates, proposals and invoices, or stay on Basic, which keeps your existing data but can't create anything new.
Cancelling Your Subscription#
Web Subscribers#
- Click Manage Subscription
- Select Cancel Subscription in the billing portal
- Follow the prompts to confirm
Mobile Subscribers#
Cancel through your device's app store subscription settings.
What Happens After Cancellation?#
- Your Pro access continues until the end of your current billing period
- After that, your account reverts to the Basic plan
- Your data is preserved – nothing is deleted, and you can still open it on Basic, but you can't create anything new
- You can resubscribe at any time to restore Pro features
If Your Plan Ended Because a Payment Failed#
If your card keeps declining, we try it a few more times over about two weeks. If none of those go through, your Pro plan ends and your account moves to Basic. Nothing is deleted.
To get Pro back:
- Go to Settings > Billing
- Click Upgrade to Pro
- Complete the checkout with a card that works
This starts a new plan from that day. You don't need to pay the old invoice first. It shows in your billing history as Not charged, and paying it would not bring Pro back.
If you tap Update Payment Method after your plan has ended, Sammy takes you to the same upgrade step.
Referral Rewards#
If you've earned referral rewards, you'll see them displayed:
- Trial Extension – Extra days added to your trial
- Free Month – A month of Pro at no charge
See What's the Refer & Save Program? for more details.
Common Questions#
How long is the free trial? 7 days. You don't need a card to start it.
Can I send proposals to clients on the trial? Not to real clients. On the trial, proposals go to your own inbox so you can check them. Upgrade to Pro to send to clients. If you upgrade with more than two days of your trial left, you keep your free days and aren't charged until the trial ends.
How are subscriptions billed? Monthly subscriptions are billed on the same date each month. You'll receive an email receipt after each payment.
If I upgrade during my free trial, do I lose my remaining trial days? No. Your card isn't charged until your trial ends — checkout shows $0 due today and the date of your first payment. You get full Pro from the moment you upgrade.
Can I get a refund? Contact support within 7 days of a payment for refund requests.
Do prices include GST? Yes, all prices shown include GST for Australian customers.