> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.booksgpt.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Pay monthly or yearly

|| Yearly billing is twelve times the monthly price, not a discount. One invoice a year instead of twelve.

On booksgpt.ai that choice is **Monthly** / **Annual** above the plan cards. The big number stays `$29/mo` (or `$39`, `$89`). The line under it changes: **Billed monthly**, or **Billed yearly · one invoice of $348**.

![Monthly and Annual billing frequency control, Annual selected](https://booksgpt.ai/help/billing/pricing-toggle.png)

## Switch from monthly to yearly

Click [Settings](https://app.booksgpt.ai/go/settings) at the bottom of the sidebar, then find **Plan & billing**. The badge reads **Business · Monthly** (or Solo, Practice, Firm).

1. Click **Switch to yearly billing**.
2. Unused days of this month are credited against the yearly invoice.

![Plan and billing with Switch to yearly billing](https://booksgpt.ai/help/billing/switch-yearly.png)

||| You cannot switch during your 7-day free trial, because changing the price would end the trial that day. BooksGPT tells you the date you can switch from.

## Switch from yearly to monthly

This is not a button. Settings says:

You're billed once a year. To move back to monthly, email support@booksgpt.ai and we'll switch you at your next renewal. We don't refund part of a year.

![Plan and billing on yearly, pointing to support@booksgpt.ai](https://booksgpt.ai/help/billing/yearly-to-monthly.png)

## Extra client seats

A seat's cadence does not have to match the plan.

- Lifetime or Firm: **$5/mo** or **$60/yr** per extra business.
- Solo, Business, or Practice: **$10/mo** or **$120/yr**.

Click [Settings](https://app.booksgpt.ai/go/settings), then **Plan & billing**.

1. Click **Add workspaces**.
2. Set **How many extra workspaces?**
3. If yearly seats are available, pick **How often?**
4. Check today's charge, then click **Add workspaces**.

![Add workspaces panel with $15.00 today and an enabled Add workspaces button](https://booksgpt.ai/help/billing/add-workspaces.png?v=2026-09-04)

No card: **Add a payment method**, then **Add workspaces**. Extra client workspaces may ask for a card and say your current plan doesn't change. See "Add or change your payment method".

A free-forever founding account has no **Payment method** block. Extra client workspaces still asks for a card. That does not change the free plan.

The picker has a **How often?** row when yearly seats are available.

![How often row on the extra workspace picker, Annual selected](https://booksgpt.ai/help/billing/how-often.png)

If you change the number, the old price dims. The panel says **Checking the price for 3 workspaces. One moment.** The button stays grey until the new price is ready. That is on purpose: it only charges an amount you have seen.

![The quote dimmed, Checking the price for 3 workspaces, and a grey Add workspaces button](https://booksgpt.ai/help/billing/checking-price.png?v=2026-09-04)

## If Add workspaces is unavailable

The button stays grey when it cannot charge. The panel says why.

- **No card on file.** On the same Settings page, under **Payment method**, click **Add a payment method**. Then try again. Hitting the workspace cap first can show the same ask in amber on the picker.
- **An add-on is already cancelling.** The panel says, in amber: **Resume your current workspace add-on before buying another.** Click **Resume add-on** first.
- **Something broke.** That message is red. Try again in a moment.

![Amber lock: no payment card on file, pointing at Settings then Plan and billing](https://booksgpt.ai/help/billing/no-card.png?v=2026-09-04)

After you click **Add workspaces**, **Confirm payment** may say **Loading the payment form…** while the form appears. The button stays grey until the form is ready.

![Confirm payment disabled, with Loading the payment form](https://booksgpt.ai/help/billing/payment-loading.png?v=2026-09-04)

## Release a yearly seat

||| The client slot frees the moment you release it. The charge does not.

1. Under **Extra client workspaces**, click **Release a seat**.
2. Settings says: "You'll still be billed for this year. This charge stops on your next billing date, [date]. Releasing a seat does not refund the current year."
3. Click **Release the seat**, or **Keep it**.

![Release a yearly seat confirmation](https://booksgpt.ai/help/billing/release-yearly.png)

Archiving a client uses the same rule, with **Archiving** in place of **Releasing a seat**.

## Billing day

**Change** is disabled for yearly seats. The reason sits next to it:

Your extra client seats are billed once a year, so there is no monthly withdrawal to move. The billing day applies to monthly seats only.

![Billing day Change disabled for yearly seats](https://booksgpt.ai/help/billing/billing-day-yearly.png)

## Good to know

- Lifetime has no monthly or yearly cycle to switch.
- Cancel starts with **Cancel subscription**, then a required reason and an optional note under **Anything else?**. On a monthly Solo, Business, or Practice plan you may see a yearly price first; **No thanks, cancel my subscription** finishes cancelling. Choosing **Just testing**, a yearly plan, or Firm skips that screen, and the button is **Confirm cancellation**. See "Cancel a trial or monthly plan".
- What each plan includes is in "What counts as a bank connection, and what each plan includes".