Change your plan, pay, and read your invoices

Billing History in the sidebar holds four screens: Billing and Subscription, Invoices, Payment method and Change plan. Only the account owner, or a role carrying the billing permission, can open them. Everyone else sees a note saying so.

Billing and Subscription is the one to start on. It shows Current plan, Billing cycle, Price, Renews on, Status, the days left until renewal, and Outstanding across every invoice still open.

• Press Change plan.
• Choose Monthly or Yearly at the top. Yearly carries a saving, shown as a pill on the toggle.
• Press Switch to this plan on the plan you want.
• A dialog works out what you owe and shows New plan price, Credit for unused days on current plan and Amount due now. If you have a coupon, enter it under Have a coupon and press Apply.
• Press Confirm change.

You cannot downgrade yourself. A smaller plan shows Contact admin to switch instead of a button, and the hint underneath says downgrades are done by your administrator and to contact support if you want a smaller plan.

That is deliberate. Moving down can take away a feature you are using and a limit you are over, so a person checks it first.

The Payment method screen lists saved cards and lets you remove one. There is no button to add one, and the banner explains why: cards are saved automatically the next time you make a payment, so there is no separate setup. To replace the card on file, go through your next renewal or plan change with the new card.

A card near its expiry is flagged on the billing screen before it becomes a problem, with Expires soon, and after the date with Expired.

Invoices lists every invoice issued for your subscription, with Invoice number, Date, Amount and Status. A status is one of Paid, Open, Draft, Void, Refunded or Uncollectible. Export CSV takes the list away with you, and opening one shows the lines, the VAT and the amount paid.

Cancel subscription schedules the cancellation for the end of the period you have already paid for. You keep full access until then and Resume subscription puts it back at any point before it ends.

When a renewal charge fails, the billing screen shows Payment past due and says the last renewal charge failed and to update your payment method to keep your service active. Your features keep working during that window. Reminder emails go out before the expiry date as well.