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💡Note: Only admins or billing owners can access and edit billing settings. For more info, check out Roles and Permission here

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1. Subscription Overview

View your current plan, including:
  1. Plan type (e.g., Essential, Pro, Max)
  2. Pricing and billing frequency
  3. Next renewal date
What You Can Do in the Billing Section screenshot 1

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2. Usage & Seat Management

  1. Track how many seats are in use and available
  2. Add or remove team members
  3. Monitor feature or contact usage limits
What You Can Do in the Billing Section screenshot 2

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3. Payment Methods

  1. Update your credit/debit card or payment method
  2. Modify billing contact info and company details
  3. Change invoice recipient email

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4. Invoice History

  • View your billing history
  • Download past invoices as PDFs
  • Review charge details for each billing cycle
What You Can Do in the Billing Section screenshot 3