Plan & billing settings

How to add seats, change your billing cycle, update your card/address, and view your past invoices

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated today

The Account Owner and guest users with Billing access rights can manage your team’s Plans & billing details within the Team settings.

Plans & billing page for the account owners and billing users.


​The page consists of three sections.

Billing details

Here is where the Account Owner and any users with Billing access rights can check your seats, total price, and adjust payment details.

  • Using / Paid seats - This refers to the number of seats you are currently utilizing and paying for. If you wish to adjust this number by adding or removing seats, simply click on Edit and follow the prompts in the pop-up window that appears.

    📝Note: You cannot decrease the number of seats below your current usage. Before reducing the total number of seats, you must first archive a user you no longer need on the Schedule.

  • Total - This indicates the overall cost of your subscription and the current billing cycle, which can be either monthly or annual. If you wish to modify your billing cycle, simply click on Edit.

  • Payment details - To change the card linked to your account, click on Edit Details and input your new card details on the following page. If you need to update the billing address, click on Edit Details and then select Add Billing Details.

Plan

Here is where the Account Owner and any users with Billing access rights can check your team's current plan and other plans you can upgrade/downgrade to. You can check more details on available plans and pricing here.

Billing history

Here the Account Owner and any users with Billing access rights can see your billing history and past invoices. To download them, click the download icon in the rightmost column.

We email your invoices to your Account Owner and any billing users on your account at the start of each billing period. If you’d like additional people to receive invoices, you can add them as a guest with Billing access. 

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