## Introduction

This article explains how to view and manage your subscription plans and billing settings in Coassemble. You’ll learn how to check your current plan, compare available plans, switch between billing cycles, and find key billing actions like upgrading, downgrading, and accessing invoices.


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## Viewing your current plan and available upgrades


1. Go to **Settings** in the left sidebar to open the **My account** window.
2. Select the **Plans and Billing** tab.
3. At the top of this screen, you can see your **Current plan** (e.g., Free, Team, Enterprise).
4. Other available plans are also listed, with options to **Upgrade** if you’re eligible.
5. For a more detailed breakdown of pricing and inclusions, click the **Compare plans** button (where available), or visit the public pricing page.

### Switching between billing cycles

On the **Plans and Billing** screen, use the billing toggle (where available) to compare different billing cycles:

* **Billed monthly** – pay month-to-month.
* **Billed yearly** – pay annually, usually at a discounted rate.

Switching the toggle updates the displayed pricing so you can compare costs before you change your plan.

> Note: Your actual billing options may vary depending on your current plan and region.


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## Payments and billing FAQ

### I need to download a tax invoice/receipt. How do I get this?

To download an invoice or receipt, log into your Coassemble account and click **Settings** from the sidebar menu to open the settings modal. From here:


1. Go to the **Plans and Billing** tab.
2. Click **Manage your plan**.
3. This will open the customer portal where you can view your billing history and download invoices.

### Can I upgrade from a monthly to an annual plan?

Yes, at any stage you can upgrade and take advantage of our discount for yearly plans.

* You can select **Upgrade** on the plan card, or
* Navigate to **Settings > Plans and Billing** and use the billing toggle to switch from monthly to yearly where available.

### Can we cancel our monthly subscription at any time?

Yes. Our monthly subscription is pay-as-you-go, so you can cancel anytime.

Many customers start with a monthly plan and switch to a yearly subscription once they’re happy with the platform to save even more.

### I'd like to speak to someone in sales.

If you have Enterprise needs, you can reach out to our team and someone will be in touch. Otherwise, our Team plan is self-service and you can upgrade any time from a free account in-app.

### If I downgrade my plan, will I lose access to my courses?

If you downgrade from a paid plan to the Free plan, all your courses will still be available in your workspace. However, downgrading your subscription may affect your audience’s access.

For example, if you have shared courses via a **Collection**, and downgrade from the Team plan to the Free plan, the Collection will no longer be accessible to your audience.

### What happens if I've just paid my recurring monthly subscription and upgrade to yearly?

When you upgrade from a monthly to a yearly plan, any unused time from your current monthly subscription is automatically applied as a credit toward your yearly plan.

For example, if you just paid for the month and upgrade shortly after, the remaining days from your monthly plan will be deducted from the total cost of your yearly subscription. You’ll only be charged the difference.

You can review your invoice anytime under **Settings > Plans and Billing > Manage your plan** and see the breakdown of the cost.

### Can I get an invoice before making a payment?

Coassemble is a fully self-service platform, so we currently only accept credit card payments due to the high volume of transactions.

For Enterprise inquiries, reach out to us directly—we’d be happy to discuss options where possible.

### Can I pay for my Coassemble plan via bank transfer?

Currently, Coassemble only accepts credit card payments for all self-service plans.

For Enterprise inquiries, reach out to us directly—we’d be happy to discuss options where possible.

### How is my subscription adjusted when upgrading to a new plan?

When you upgrade your plan, any unused time from your current subscription is automatically applied as a credit toward your new plan.

You can review your invoices anytime by going to **Settings > Plans and Billing** in your account.

If you have any questions, feel free to reach out.

### How do I update my credit card details?

To update your credit card information:


1. Go to **Settings** in the left sidebar.
2. Select **Plans and Billing**.
3. Click **Manage your plan**.
4. Choose **Update Subscription** to enter your new payment details.

Your updated payment method will be used for future billing cycles. If you run into any issues, reach out to our support team.

### Do you offer multi-year plans?

At this time, we only offer month-to-month or a 12‑month yearly subscription, which you can manage directly within the application. Your yearly plan will automatically renew at the same price when your subscription period ends.

### Do you offer a discount for not-for-profits?

We do offer a discount for not-for-profits. This is in the form of a coupon code, and this code needs to be entered when you upgrade the account and cannot be applied after the fact. Please reach out to our team prior to upgrading to receive an NFP coupon.

### How can I request a refund?

Coassemble does not provide refunds on account upgrades. You can cancel your subscription at any time from within the billing section under settings. Upon cancellation, you will keep access until the end of the billing cycle, and then no further payments will be taken, and your account will revert back to the Free account.

Payments, billing, and subscriptions

Enterprise plan

Token usage

Free Plan

Logging in with Microsoft

Team plan

How do I upgrade from the free plan?

Plans and advanced features

Release notes

Getting help: How Coassemble support works

General

Getting started: Common questions

What is a collection?

How to log in to your account

What is a screen?

What tone should I select?

Coassemble terminology explained

How do I sign up for a Coassemble account?

Can I use Coassemble as an LMS?

What file types can I transform into a course?

Accessing the login page

Getting to know your Coassemble workspace

Build the business case for Coassemble

What is Coassemble?

Getting started

Connecting to Google Drive or OneDrive

Convert a presentation into an online course

Your knowledge

Configuring your email preferences

Folders

Transfer ownership of your workspace

Common questions: Workspaces

Organizing courses with folders

How to delete a creator

Managing account, workspace, and billing settings

Creators

Your workspace & settings

Brand kit: A complete guide

Managing logos

Managing and defaulting themes

Creating and configuring themes

How to upload custom fonts in Coassemble

Asset library

Brand voice

How to save a legacy course theme

Transitioning to Brand kit for legacy users

Brand kit: Saving pre-existing themes

Brand kit for users on Free

How to apply Brand voice when generating courses

Using the Brand kit

How to edit video details

Brand kit

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Common questions: Course creation

Upload your videos to your course

How do I create a course?

Videos

AI image generation

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Generate a screen with AI

Refine with AI

Translations

Screens

Difference between transforming a document and converting a presentation

Generate a course with AI

Narration

The Finish screen

Enforce completion of videos

Images

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Loom integration

Customizing course appearance with Themes

How to preview and review a course

Managing and editing your course

Duplicating courses

Which screen should I use?

The Quiz screen

Create & customize

How Coassemble tracks unique anonymous users

Template links

How to import a course from a template link

How to share your courses

Sharing courses with Slack

Collections

SCORM packages and translations

Exporting courses as SCORM

Common questions: Sharing

Email invitations

Can I add my courses to another platform?

Sharing course links & invitations

Sharing

Analyzing course-level Insights

Analyzing Collection-level Insights

Tracking content performance with Insights

Link Insights

Sentiment

SCORM usage

Common questions: Insights

How to filter Course insights by date range

Course insights

Detailed Quiz results

Insights

Explore best practices for sharing your knowledge.

Assessment: Best practice for quizzes

Accessibility

Coassemble is WCAG 2.2 Level AA Conformant

Best practices

Why isn't my Embed screen working?

Where is the learner dashboard?

SCORM files not loading

What do I do if there is a bug?

SCORM session errors on Apple devices

Common questions: Troubleshooting

Requesting a password reset link

Setting a new password

How to change or reset your password

How do I ask learners to provide a longer typed response to a question?

Troubleshooting

Coassemble's approach to AI

AI & data security

SOC 2 compliance

How do I remove a creator's access to Coassemble?

Data security & AI

YouTube

Notion

Vimeo

Unsplash

Arcade

Hubspot

Docebo

aNewSpring

360Learning

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Headless course creation – Q&A

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Headless course creation

Guide

Support.coassemble.com

Payments, billing, and subscriptions

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