Accessing your Billing page

  1. Click your workspace icon in the top right corner.
  2. 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

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