Billing, invoices and managing your subscription

Billing is where you manage your organisation's plan, billing cycle and seat allowance. Open the avatar menu in the top-right and choose Billing — the link only appears if your role can manage billing.

Payment runs entirely through Stripe. When you pay, change card or download an invoice, you're on Stripe's secure pages — the app never sees or stores your card details.

Check your current plan and renewal date

1. Open the avatar menu and choose Billing.
2. Read the Current plan card at the top.

It shows your plan name, seats in use against your seat limit, billing cycle, subscription status, and the date your plan renews with the renewal amount. If a payment has failed, an Access expires date appears so you know how long you have to restore payment.

Upgrade or switch plan

1. On the Billing page, scroll to Change plan.
2. Use the Annual / Monthly toggle to pick a billing cycle — annual works out around 17% cheaper.
3. Press Switch to [plan name] on the tier you want.

If you're subscribing for the first time, you're taken to Stripe Checkout to pay; you land back on a confirmation page and your new plan activates within a few moments. If you already have a paid subscription and are moving up (for example Individual to Team), you get an upgrade screen instead: unused time on your current plan is credited automatically, so you only pay the difference. Choose a cycle and press Confirm upgrade to [plan name].

Switching to a smaller plan is blocked while your team is over the new tier's seat cap — archive teammates first. Downgrades and cancellations apply at the end of the current billing period; upgrades take effect immediately.

Add extra seats

On a team plan with a live subscription, a Seats card appears on the Billing page.

1. Enter the number of extra seats in Extra seats (up to the plan's add-on limit).
2. Choose Monthly or Annual billing for the extra seats — add-on seats bill on their own cycle, so adding one never ties you into a year.
3. Press Update seats.

Stripe prorates the change against your current term. To reduce seats, archive any teammates above the new limit first.

Manage your card, invoices and cancellation

1. On the Billing page, press View invoices to download past invoices and receipts, or Manage card & cancel to update your payment method or cancel.
2. Both open the Stripe customer portal; make your changes and close the portal to return.

A PDF invoice is also emailed each time you're billed. If you cancel, your plan stays active until the end of the billing period, then drops to the free tier — your account and data stay, and you can resubscribe any time.

If you're on the Individual plan and it's within 14 days of payment, a money-back guarantee link at the bottom of the Billing page lets you request a full refund of your most recent payment. Tick the confirmation box and press Request my refund — this cancels your plan immediately.

Who can do this

Only people whose role includes the manage-billing permission — typically the account owner, a Manager or an Admin. Everyone else won't see Billing in the avatar menu, and the pages themselves refuse access. Billing applies to the whole organisation, not to individual members.