Valian

Billing & plans · 2 min read · Beginner

Moving down a plan

It starts on your next payment date. There is no refund, and you can undo it before then.

Updated Sep 28, 2026

You can move to a smaller plan any time, from Settings › Plan & billing › Change plan. Unlike an upgrade, a downgrade doesn't take effect immediately.

  1. Open Settings › Plan & billing and choose Change plan.
  2. The pop-up opens on Yearly (save 20%). If you pay monthly and want to stay monthly, click Monthly first. If you leave Yearly on, the smaller plan starts on yearly billing, and you tick a box to agree to its yearly price.
  3. Pick a smaller plan. If you ran more checks last month than the smaller plan allows, a red note tells you it would have stopped you before the month was over.
  4. You'll see the date your new, smaller plan starts: your next payment date. There is nothing to pay today.
  5. Click Move down on (the date). Nothing changes today. Your current plan and limit keep running until then.

What this costs

There is no refund for the plan you already paid for this month. You keep your current plan's limit and price through the rest of this billing month, and the smaller plan's price and limit begin on your next payment date.

Changing your mind

You can undo a scheduled downgrade any time before it takes effect. On Settings › Plan & billing, your plan card shows the change coming, with an Undo this change button. Undoing it keeps your current plan running with no change.

If you're on a yearly plan, moving down keeps your yearly billing: the smaller plan's yearly price starts when your current paid year ends, not before.

Still need a hand?

Reach the Valian team any time at help@valiansystems.com, or open a ticket from the Help Center inside your dashboard. During onboarding, your onboarding contact is at onboarding@valiansystems.com.

See a live check on a 15-minute call

Add a patient, press check. Nothing to install and nothing to connect.

// VALIAN · MEDICAL REVENUE OPERATING SYSTEM

Valian