Accessing your Billing page
- Click your workspace icon in the top right corner.
- Select Billing from the menu.
Who can manage payment information?
- Owner
- Admin(s)
- BillingAdmin (promoted member who upgrades a workspace)
Viewing invoice history
Head to Billing > Invoices
Managing payment information
Head to Billing > Billing information. From here you can
- Update your billing information
- Update your credit card
Switching to monthly/yearly
Head to Billing > your plan > pick a period > click upgrade
⚠️ After the warning message, the upgrade is immediate. You'll receive an invoice within minutes.
Adding billing contacts
There may be other people within your company that need to stay up to date on billing, like the accounting department.
Workspace Owners can add people as billing contacts to make sure they also receive billing-related emails. All billing contacts will be notified via email when a payment card on file is charged and if credits are added to an account.
Team settings > member > select the permission dropdown on a member > select BillingAdmin
