How to Manage Billing and Subscriptions

What is this?

The Billing and Subscription management area allows you to view your organization’s current active plan, update payment methods, manage subscription tiers, and download past invoices.

When to use this?

Use this when you need to upgrade your account to accommodate more workers, update an expiring credit card, or retrieve invoices for your accounting department.

Prerequisites

• Must have an Admin or Billing Manager role.

Step-by-Step Guide

Viewing Your Current Plan

1. Navigate to the Billing & Subscription page under the Admin Settings menu.
2. Your current active plan, billing cycle (monthly/annual), and next billing date will be displayed at the top of the page.

Changing Your Plan

1. In the Plan Details section, click on Change Plan or Upgrade.
2. Select the new plan tier that fits your organization’s needs.
3. Review the prorated charges (if applicable) and confirm the change. Your new plan limits will take effect immediately.

Updating Payment Methods

1. Scroll to the Payment Methods section.
2. Click Add Payment Method to securely enter new credit card details.
3. To change your default card, click the three dots (…) next to the new card and select Make Default.
4. You can also delete old or expired payment methods from this menu.

Downloading Invoices

1. Scroll to the Invoice History section.
2. You will see a chronological list of all past billing statements.
3. Click the Download PDF (or Export) icon next to any invoice to save it for your records.

Troubleshooting & FAQs

• Q: What happens if a payment fails? A: The system will automatically retry the payment and send you an email notification. You will have a grace period to update your payment method before your account functionality is restricted.
• Q: Can I switch from monthly to annual billing? A: Yes, you can update your billing cycle via the Change Plan menu. Annual billing typically applies a discount and takes effect at your next renewal date.