How to Manage Billing and Subscriptions

1. Where to find billing

• From the sidebar, go to Settings → Billing

• Here you’ll see your current plan, number of seats, and payment method

💡 Only admins can view and manage billing.

2. Updating your payment method

• In Billing, under Payment method, click Edit to manage

• Enter new credit card or ACH details

• Changes apply immediately to future invoices

3. Changing your plan

• In Billing, click Manage subscription

• Compare available plans (Free, Starter, Pro, Agency, Enterprise)

• Select your desired plan and confirm

💡 Upgrades take effect immediately. Downgrades apply at the end of your billing cycle.

4. Adding or removing seats

• Go to Settings → Team

• Click Invite user to invite additional users by email

• To remove a seat, change a member’s role to Viewer or remove them entirely

💡 Collaborator seats cost 25% of a full seat. Viewer seats are free.

5. Viewing invoices

• In Billing, locate the Invoice section

• Receipts include plan, seats, and taxes (if applicable)

6. Handling failed payments

• If a payment fails, you’ll see an alert in Billing

• Update your payment method and retry

• Accounts with unpaid invoices may be temporarily paused until resolved

💡 Resolve failed payments quickly to avoid service disruption.

✅ Key takeaway: Billing and subscriptions are managed in Settings → Billing. From here you can update payment info, change plans, adjust seats, and download invoices with full transparency.