Upgrade a plan, add capacity or buy credits

Choose the correct billing option and review the current quote, quantity, term and renewal before buying.

Use Billing to change plans, add capacity or buy feature credits. Review each purchase’s quantity, period and quote.

Before you start

Open the intended workspace with an account authorized to manage billing. In Settings → System → Billing → Overview, check your current plan, access/renewal date and billing currency. Review Usage to identify the actual limit you are reaching, then check the company billing details.

Choose the correct option

What you need	Where to start	What to check
A different available plan	Overview → Upgrade plan	Included features, seats, billing interval and current-plan adjustments
More internal user seats	Usage → User seats → Add user seats	Purchased quantity and active/invited users occupying seats
More resume storage	Usage → Resume storage → Add capacity	Storage quantity and the pack's validity
More active job capacity	Usage → Active jobs → Add job slots	Additional capacity and validity
Advanced parsing, advanced screening or contact-reveal credits	Relevant Usage row → Buy credits, when offered	Credit type, quantity, validity and eligible feature
An available optional feature	Add-ons	Eligibility, price, validity and any setup or approval requirements

Purchase options depend on workspace eligibility. People search and contact reveals have separate allowances; People search has no standalone top-up on its usage row. Credits do not increase storage or job limits.

Review and complete a purchase

Add user seats can open Review & pay directly. New seat limit means the total after purchase: enter seven to increase a five-seat limit by two. Check the minimum, added seats, total and current-period adjustment.

Select the intended item and quantity. For a plan, compare its included limits and features with your needs.
Choose an offered billing interval. Some current subscriptions restrict which intervals or changes are available.
Continue to the review/checkout step and wait for the current quote to load.
Check the selected item, quantity, currency, tax, total, period, renewal setting and any credit or proration adjustment. Recheck the summary after changing a quantity or option.
Complete any required billing-address information. Enter a coupon only if you have one, and confirm the accepted discount in the updated total.
Proceed to the payment provider and finish payment verification.
Wait for completion, then refresh Overview, Usage or Add-ons and verify the new entitlement. Download the invoice for your records.

Proration and validity depend on the quoted purchase. Eligible plan or seat changes may be prorated; other capacity and credit packs have their own terms.

Add teammates after buying seats

Active and invited users occupy seats. After buying capacity, use Settings → Team & Access → Users to invite teammates. Deactivation frees occupied capacity without reducing purchased seats or automatically issuing a refund.

Downgrades, fewer seats or a different billing cycle

If the desired reduction, plan or interval is not offered, contact support before buying or cancelling anything. Ask support to confirm the effective date, available features, capacity implications and billing terms for your specific subscription. Check that required records and workflows fit the intended limits.

Check each add-on’s validity, setup and approval requirements, including on lifetime plans.

Troubleshooting

Action is missing: check your permissions, current plan, workspace eligibility and whether that feature has a purchase option.
Quote does not load or changes unexpectedly: stop at review, refresh the available options and contact support with the item and quantity. Pay only after the summary is clear.
Charged but limit did not update: use payment troubleshooting before purchasing again.
Invoice details need correction: see billing details and invoices.

Contact CVViZ support with the workspace, current plan, desired change, quoted amount/currency and any masked payment reference.

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