---
title: "Upgrade My Plan"
slug: "upgrade-my-plan"
tags: ["Billing"]
updated: 2023-10-17T20:49:52Z
published: 2023-10-17T20:49:52Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Upgrade My Plan

The Upgrade facility provides you with the ability to manage the infoodle packages you use, adjust the number of active contacts you want your infoodle system to support, and revise payment options.

Access to this facility is dependent on your assigned role permissions.

### Edit Packages / Upgrade band

To access the upgrade facility navigate to **Administration** then **Billing.** From the **Billing** page, select either **Edit Packages** or **Upgrade Band.**

The upgrade plan page has three main sections:

1. Number of Active Contacts
2. infoodle Packages
3. Payment and frequency

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28750%29.png)

### 1. Active Contacts

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28753%29.png)

Active Contacts consist of those contacts - people and organisations, you want to manage and run reports on. As the note at the bottom of the page indicates, the cost is based on the number of active contacts (both inside your organisation and out in your community) in the database. Archived contacts are not counted towards this total.

Select the band option that best suit your organisation. This can be changed up or down to reflect any changes in your organisation.

### 2. infoodle Packages

infoodle provides the following packages:

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28754%29.png)

(*select the title to display feature details*)

#### CRM

    

- Store and manage contact details of your members, donors or visitors using our secure cloud-based tool.
- Send personalised emails, text messages and letters with the newly upgraded email system.
- Create notes and to-do lists, set up task reminders and email notifications, and automate your processes.
- Set up report settings and use them to effectively organise your contacts’ data.

  

#### Finance

    

- Collect payments, donations and pledges.
- Streamline issuing tax receipts.
- Receive automatic feeds from Xero.
- Create comprehensive reports.

  
 

#### Events

    

- Create a calendar with all the important dates and events, and share them with your team.
- Create forms using a simple “drag & drop” function to register for events, receive inquiries, or sell tickets.
- Use the check-in system for tracking attendance, contact tracing, design your own labels and print name tags.
- Organise your volunteers according to their skills or available times and easily share instructions and information.

  
 

#### Libraries and Files

    

- Create a centralised document storage with easy permissions control
- Organise you resources and create libraries for both digital and physical items.
- Create a self-service book / CD / DVD library for your community to enjoy.
- Allow your members to book equipment, toys and other items online.

  
 
   

#### Gift Aid Plus / Gift Aid (UK only)

    
Our Gift Aid Plus package is a powerful and intelligent tool that allows you to: 

- Streamline and simplify the process of submitting HMRC claims.
- Obtain a comprehensive overview of your non-profit’s transaction history.
- Design and customise financial statements.
- Seamlessly integrate with Xero.

  
 

#### Package selection

Select the package you require for your organisation by selecting the checkboxes under the **Optional Packages** heading. Selecting **Finance**, **Events** or **Libraries** will also select **CRM**.

(only **Gift-Aid** can be selected as a standalone package without **CRM**).

### 3. Payment process

As you select the required active **Contacts** band and **Packages**, the price is calculated based on the selected **Payment frequency**.

The prices are displayed in your local currency.

The payment methods available for payment in your country are displayed.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28756%29.png)

Once you've selected the **Frequency** and **Payment Method** options, select **Signup** and you'll be presented with a **Billing address** form. Complete the sections below and select **Continue**:

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28757%29.png)

The final step is to complete is completing the forms for payment by either **Credit Card** or **Direct Debit.** Complete by entering the necessary information.

Below shows the fields that need to be completed when setting up payment by **Direct Debit** ![Payment - Direct Debit.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/Payment%20-%20Direct%20Debit.png)

## Related

- [Packages and Views](/packages-and-views.md)
- [Getting Started as a Database Administrator](/administrator-getting-started.md)