Downgrade your Kartra subscription plan from your account Billing page.
In your Kartra account:
Click the Profile avatar in the top right corner of the dashboard
Select Billing from the dropdown menu
On the billing page, locate your preferred plan
Click the toggle in the top right to switch between monthly and annual billing options.
Click Downgrade in the box for the plan you want
Click Proceed to accept the terms and confirm the change
The downgrade will be scheduled for the date of your next rebill. Once the prepaid cycle for your current plan ends, your service will be downgraded and the next cycle will be charged at the rate of the new plan.
Why can't I downgrade?
If the downgrade button is inactive for the plan you want, hover over the button to see the reason. Certain features or usage limits will block a downgrade if you are using them and they are not included on the lower plan.
To resolve this, adjust the factor that is blocking the downgrade and try again. You may need to delete some records to bring your usage within the limits of the lower plan.
Message: Remove the extra contacts
Solution: Go to Contacts > All contacts and delete some contacts until the total is within the limits of the lower plan.
Message: Remove the extra team members
Solution: Go to Team members and delete some users until the total is within the limits of the lower plan.
Message: Remove the extra domains
Solution: Go to Settings > Domains and disconnect domain names until the total is within the limits of the lower plan.
Message: Switch the account to one single language
Solution: Go to Settings > Account settings and change the front-end account language from dynamic to fixed.
Message: Remove the Helpdesk from self billing
Solution: Go to Sales > Self billing and change refund and cancellation requests to automated. If you do not want automatic approval for refunds and cancellations, toggle both options off completely.
If you’d like to downgrade to the Essentials plan, please contact our Support team directly — this change can’t be made from your Billing page.