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Billing

Billing

Manage your subscription and payment settings.

Accessing Billing

Only admins can access billing.

  1. Go to SettingsBilling
  2. View current plan and usage

Current Plan

Plan Overview

Field Description
Plan Name Current subscription tier
Status Active, Trial, Past Due
Billing Cycle Monthly or Annual
Next Billing Date When renewal occurs
Monthly Cost Current charges

Available Plans

Plan Price Features
Starter $49/user/mo Core features
Growth $99/user/mo Advanced features
Enterprise Custom Full platform

Usage

User Usage

Metric Used Limit
Active Users 12 15
CSMs 10 -
Admins 2 -

Storage Usage

Metric Used Limit
Files 2.3 GB 10 GB
Exports 150 Unlimited

AI Usage (if applicable)

Metric Used Limit
AI Requests 1,234 5,000/mo
Tokens 500K 2M/mo

Payment Methods

Add Payment Method

  1. Click Payment Methods
  2. Click Add Card
  3. Enter card details
  4. Set as default if desired

Payment Method Types

Type Description
Credit Card Visa, Mastercard, Amex
Debit Card Works like credit
ACH Bank transfer (US)

Invoices

Viewing Invoices

  1. Click Invoices
  2. See list of past invoices
  3. Click to view details
  4. Download PDF

Invoice Details

Field Description
Invoice Number Unique identifier
Date Issue date
Amount Total charged
Status Paid, Pending, Failed
PDF Download link

Auto-Pay

Enable automatic payments:

  1. Set default payment method
  2. Enable Auto-Pay
  3. Invoices paid automatically

Upgrading/Downgrading

Upgrade Plan

  1. Click Change Plan
  2. Select new plan
  3. Confirm proration
  4. Changes applied immediately

Downgrade Plan

  1. Click Change Plan
  2. Select lower plan
  3. Confirm effective date
  4. Changes at next billing

Cancel Subscription

  1. Click Cancel Subscription
  2. Select reason
  3. Confirm cancellation
  4. Access until period ends

Billing Contact

Update Contact

Field Description
Name Billing contact name
Email Invoice receipt email
Company Company name
Address Billing address

Add-ons

Available Add-ons

Add-on Price Description
Extra AI Tokens $10/100K Additional AI capacity
Extra Storage $5/5GB More file storage
Priority Support $99/mo 4-hour response
SSO $49/mo SSO/SAML access

Refunds

Request refunds for:

  • Billing errors
  • Service issues
  • Unused time (case-by-case)

Contact: [email protected]

Troubleshooting

Issue Solution
Payment failed Update card, retry
Invoice wrong Contact [email protected]
Need receipt Download from invoices
Canceled unexpectedly Check payment method

Last updated on July 14, 2026

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