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#
Basic (Free)#
The free tier includes limited features to get you started.
Sammy Pro#
$99/month or $950/year – Full access to all features for a single user, including:
- 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.
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 trial ends, you can choose to upgrade to Pro or continue with the Basic plan.
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
- You can resubscribe at any time to restore Pro features
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 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.