# How to change or cancel your plan in Truffle > Read your plan, credit usage and invoices on Billing & plan, move to a bigger or smaller plan, and cancel, with what happens to access and open positions. Source: https://www.hiretruffle.com/how-it-works/guides/change-or-cancel-your-plan Last verified against the product: 2026-10-05 Time required: 5 min Every screenshot and label below was captured from the live product. **Outcome.** By the end you can read your plan and this period's credits, find any invoice, change plans, and cancel knowing exactly what happens to your access, your open positions and your candidates. ## Before you start - A Truffle account with the Owner or Admin role. Billing & plan is a workspace page, and Billing history is shown to owners and admins only. - A paid plan to change or cancel. On the 7-day free trial (30 credits, no credit card) the same page is where you pick a plan. ## Steps ### 1. Open Billing & plan Choose your name at the bottom of the sidebar, then **Billing & plan**. The page reads **Your subscription, credits, and invoices**. You can also reach it from **Settings**, under **Workspace**. ### 2. Read your plan card **Current plan** shows your plan, its status, such as **Active**, and under **PLAN DETAILS** the price and how it is billed. On a plan billed by card it also shows the next payment date and amount and the card on file. Its **Update** link opens the payment-method step of the billing portal, and a warning appears when the card expires before the next payment. > Note: The account in these pictures is on a Custom plan that is invoiced outside Truffle. Its card shows **Next invoice** with no amount or card, and no credits. A Starter, Core, Team or Scale plan shows the details described here. ### 3. Check this period's credits On a credit plan, **Current Usage** names the dates of the current billing period and splits the credits used into resume screens, assessments and one-way interviews. A resume screened costs 1 credit, an assessed candidate 2 and a completed one-way interview 5, all from one pool. If you go over the pool, the card offers the next plan up when its pool would cover your usage, with a conversation about a bigger plan as the other option. > Note: On Core, Team and Scale, screening past your pool keeps running and each extra credit is billed at $0.25. Starter is a hard cap with no overage. The Custom plan in the picture counts candidates instead of credits, so it shows neither the split nor the over-pool offer. ### 4. Find an invoice **Billing history** lists one row per billing period, newest first, with the current one tagged **Current**. Each row shows the plan, the credits used against the pool, and that period's invoice: its amount, a **Paid**, **Open** or **Past due** status, **View** and **Download PDF** links, and **Pay now** on an unpaid one. The three latest periods show first. Choose **Show earlier periods** for the rest. > Note: Billing history appears for plans billed by card, so it is not in the pictures above. Legacy and Custom plans billed by card see their invoices without the credits column. ### 5. Move to a bigger or smaller plan With an active subscription, you change plans on this page under the available plans, without contacting support. An upgrade applies right away. A move down is scheduled as a plan change. Every plan has every feature. Plans differ by the size of the monthly credit pool: Starter 200, Core 600, Team 1,500 and Scale 4,000. > Note: Credits you rolled over on Core, Team or Scale are forfeited when you downgrade. Starter does not roll credits over and has no annual billing. A Custom plan changes by talking to Truffle. ### 6. Start a cancellation Choose **Cancel subscription** under the plan card. On a Custom plan the link reads **Talk to us about your plan**. A window opens: **Before you go**, **What's the main reason you're cancelling?** ### 7. Pick your main reason Choose one: **We're not hiring right now**, **It costs too much**, **It didn't help me hire**, **We're switching to another tool** or **Something else**. **Continue** becomes available once you pick. **Keep my plan** closes the window and changes nothing. ### 8. Take or skip the offer Depending on your reason, the next step may make one offer. **It costs too much** offers the next plan down, shown next to your current plan. **It didn't help me hire** and **We're switching to another tool** offer a 15-minute call with a founder, or a message instead. An account gets at most one offer every 30 days. Skip the offer to go on to the confirm step. > Note: On a Custom plan, the flow ends with a talk-to-us step instead of a self-serve cancel. ### 9. Confirm, and what happens after The confirm step says what happens. You keep full access until the end date of your billing period. After that, you need to reactivate to see your positions and candidates. Candidates can still apply and finish interviews for 14 days after that, then open positions close. Cancelling also drops any plan change you had scheduled. Once you confirm, the billing page shows the end date and an **Undo cancellation** button that reverses it in one click, any time before that date. > Note: You and the account owner get an email when the cancellation is scheduled, with an undo link, the day before access ends, and when the subscription has ended. Rolled-over credits are forfeited on cancel. ## FAQ **Do I lose access as soon as I cancel?** No. Cancelling stops auto-renewal, and you keep full access until the end of the current billing period. After that you need to reactivate to see your positions and candidates. **What happens to my open positions after I cancel?** Candidates can still apply and finish interviews for 14 days after your access ends. Then open positions close. **Can I change my mind after cancelling?** Yes. Until the end date, the billing page shows Undo cancellation, which reverses it in one click. The cancellation email has an undo link too. **What happens to my rolled-over credits if I downgrade or cancel?** They are forfeited. Roll-over applies on Core, Team and Scale only while you stay subscribed, for up to 12 months and up to 3 times the monthly pool. **What happens if I use more credits than my plan includes?** On Core, Team and Scale, screening keeps running and each extra credit is billed at $0.25. Starter is a hard cap with no overage, so a busy month never becomes a surprise bill. To screen more on Starter, move to a bigger plan. **Who can see invoices?** Billing history is visible to owners and admins only. **How do I change a Custom plan?** Custom plans are set up on a call. The plan card shows Talk to us about your plan in place of Cancel subscription. ## Exact labels in the product These strings are captured from the live product and verified automatically, so they can be quoted directly: `Settings` · `Notifications` · `Billing & plan` · `Invite teammates` · `Sign out` · `Your subscription, credits, and invoices` · `WORKSPACE` · `Current plan` · `Active` · `PLAN DETAILS` · `Billed monthly` · `Next invoice` · `Current Usage` · `Talk to us about your plan` · `Before you go` · `What's the main reason you're cancelling?` · `We're not hiring right now` · `It costs too much` · `It didn't help me hire` · `We're switching to another tool` · `Something else` · `Keep my plan` · `Continue` ## Related - https://www.hiretruffle.com/how-it-works/credits - https://www.hiretruffle.com/how-it-works/limits-and-defaults - https://www.hiretruffle.com/how-it-works/account - https://www.hiretruffle.com/how-it-works/guides/notifications-and-sign-in-security --- Truffle is an AI screening platform for small teams doing high-volume hiring: resume screening, one-way video interviews, and talent assessments, working with job boards like Indeed or an existing ATS. AI surfaces the evidence and you make every decision. Scores never reject a candidate; the only automatic rejection is a qualification rule the employer writes. https://www.hiretruffle.com