Changing Plan: Upgrading to Pro or Max
Profile owner only: changing plan and managing the subscription is reserved to the owner. Other users see the notice “Only the profile owner can change the plan.”
FatturaSmart has three annual plans. Each plan includes everything in the plan below it:
| Plan | Price | What’s included |
|---|---|---|
| Standard | €19.99/year + VAT | Electronic invoicing with unlimited documents, clients and products, automatic sending to SDI, quotes, delivery notes and orders, cash journal |
| Pro | €59.99/year + VAT | Everything in Standard, plus AI bank reconciliation and advanced VAT (automatic deductibility and settlement) |
| Max | €149.99/year + VAT | Everything in Pro, plus Warehouse, employee management (up to 5 included), Sistema Tessera Sanitaria and public APIs |
Upgrading to a higher plan is self-service: you do it from the app, you only pay the difference for the remaining period, and the features unlock right away.
Current plan prices are on the Pricing page and on the app’s Subscription page.
Checking your plan
From the profile menu open Subscription. Here you find:
- Your plan: the plan name and annual price (VAT excluded)
- the status: Active or Free trial
- the renewal date (“Renews on” followed by the date) or the end of the trial (“Trial until” followed by the date)
- What’s included: the list of features, each marked Included or Not included in your plan
Upgrading to a higher plan
Step 1: Start the upgrade
You can start from two places:
- From the Subscription page: in the Upgrade to a higher plan section you’ll find one card for each plan above yours, with its price and the Adds: list of features you unlock. Click Switch to Pro or Switch to Max.
- From a feature you don’t have: if you open, for example, the Warehouse without the Max plan, the page tells you which plan includes the feature and offers the Switch to Max button.
Renewal disabled? If you disabled automatic renewal, you need to re-enable it before changing plan: the page tells you with “Re-enable auto-renewal before switching plan.”
Step 2: Confirm the upgrade
The Confirm your upgrade window opens with the new plan, its annual price and today’s charge:
| Situation | What you see |
|---|---|
| Active subscription | ”You’ll pay approximately” followed by the estimated amount, prorated for the remaining period, or “No additional charge today.” |
| Free trial | ”No charge until” followed by the trial end date |
Below the amount you find “The exact amount will be shown on your receipt.” and “Payment handled by Lemon Squeezy.” Click Confirm and pay to complete.
Step 3: Use the new features right away
After confirming you see Payment received while the new plan activates: it usually takes a few seconds. If activation takes longer you can use Try again. As soon as the plan is active, its features are available with no further waiting.
On trial? Changing plan during the trial period doesn’t charge you until the trial ends.
On the free plan? On the Subscription page you’ll find Pick the plan to try: choose the plan and click Try for free to start your 30-day trial.
Managing renewal and cancellation
The management options are on the Subscription page, under Manage.
Disabling automatic renewal
Use Disable automatic renewal and confirm. The plan stays active until it expires, then the profile moves to the free plan: drafts, received documents and data stay available, only sending pauses. You can change your mind at any time with Re-enable automatic renewal.
Warning: with renewal disabled, after expiry you can no longer send documents to SDI or by email. Re-enable renewal before the expiry date to keep sending.
Updating the payment method
With Update payment method you change the payment method used for renewal. Receipts are sent to you by email by Lemon Squeezy.
Cancelling during the trial
If you’re on the trial you can use Cancel license (no charge during trial). You won’t be charged: you keep every feature until the trial ends, then the profile moves to the free plan.
Next steps
Now that you know how to change plan:
- Enable the Warehouse — the first Max feature to try
- Configure Sistema TS credentials — for healthcare professionals
- See all prices — the full plan comparison
Need help?
If you have questions about plans, upgrades or subscription billing:
- WhatsApp: +39 351 410 2536
- Email: info@fatturasmart.com
We respond personally, no bots!
Frequently Asked Questions
Which plans does FatturaSmart offer?
Three annual plans: Standard at €19.99/year + VAT, Pro at €59.99/year + VAT, which adds AI bank reconciliation and advanced VAT, and Max at €149.99/year + VAT, which includes everything in Pro plus Warehouse, employee management (up to 5 included), Sistema Tessera Sanitaria and public APIs.
What does FatturaSmart's Max plan include?
The Max plan includes everything in the Standard and Pro plans (including AI bank reconciliation and advanced VAT) and adds Warehouse management, employee management (up to 5 included), submission to Sistema Tessera Sanitaria and public APIs.
How many employees can I manage on the Max plan?
The Max plan includes up to 5 employees. When the team grows, from the Subscription page you move to Max 15 (up to 15 employees, €299.99/year + VAT), Max 30 (up to 30, €449.99/year + VAT) or Max 60 (up to 60, €749.99/year + VAT): you pay only the difference for the remaining months. Above 60 employees the price is on request.
How much do I pay if I change plan mid-year?
The charge is prorated for the remaining period of your subscription: the Confirm your upgrade window shows 'You'll pay approximately' with an estimated amount, and the exact amount is shown on your receipt. Payment is handled by Lemon Squeezy.
I change plan during the trial: do I pay right away?
No: during the free trial there is no charge until the trial ends. The confirmation window states 'No charge until' followed by the date.
Who can change plan?
Only the profile owner can change plan and manage the subscription. Other profile users see the notice 'Only the profile owner can change the plan.'
How do I disable automatic renewal?
On the Subscription page click Manage and then Disable automatic renewal. The plan stays active until it expires, then the profile moves to the free plan: your data stays available and only sending pauses. You can change your mind with Re-enable automatic renewal.
Can I cancel during the trial?
Yes: during the trial, under Manage you'll find Cancel license (no charge during trial). You won't be charged and you keep every feature until the trial ends, then the profile moves to the free plan.
