Manage your subscription and billing

The Billing & Plans page brings together everything about your subscription: your current plan, add-ons, team members and billing. From there you can change plan, switch to yearly billing, add options, or cancel and reactivate your subscription. Here’s how to find your way around.

What you’ll need

Permission to access the company’s billing.
A valid payment method for a paid plan (handled by Stripe).

Steps

Open the Billing & Plans page
From the menu, open the Billing & Plans page. The top card shows your Current plan, the monthly total, and your Team members usage. Click Show included features to expand the list of features in your plan.

The Current plan card with the monthly total and the Team members bar.
Start a plan change
Click Manage your Plan at the top right, or Change your plan on the card. You land on the Choose Plan screen.
Choose the plan and the interval
At the top, toggle the Monthly / Yearly switch (yearly shows Save 10%). Compare the plan cards — the suggested one carries a Recommended badge — then click Get Started for a paid plan or Free Access for the free plan.
Review and confirm
On the Review & Confirm screen, adjust the Billing Interval and, if needed, the number of Additional Team Members with the + and − buttons. The Payment Summary shows the Due Today (Prorated) amount and the Next Payment, with Subtotal, Tax (GST 5% and QST 9.975%) and total. Click Subscribe Now (or Activate Free Plan).
Add or remove add-ons (Optional)
Back on the page, the Add-ons section lists the available modules. Click Subscribe to activate one, or Delete to remove an already active add-on (Active badge).
Manage team members (Optional)
In the Team Members section, the Seats used line shows your usage. Click Add member to buy an extra seat.
Cancel, reactivate or open the portal (Optional)
To stop your subscription, click Cancel Plan; a banner will show the end date and offer Reactivate Plan. The User portal button opens the Stripe billing portal to manage your payment method and receipts.

Tips & edge cases

Yearly billing saves 10% compared with month by month (Save 10%).
When you change mid-cycle, the Payment Summary calculates a prorated amount for today, then the full amount at the next renewal.
Taxes (GST and QST) are calculated before the final payment and appear on the Tax line.
The User portal appears only once a subscription is active; that’s where you update your card and download your invoices.

Frequently asked questions

How do I change plan?

Open Billing & Plans, click Manage your Plan or Change your plan, choose a plan and an interval, then confirm with Subscribe Now on the Review & Confirm screen.

How do I cancel my subscription?

On the plan card, click Cancel Plan. Your plan stays active until the end date shown in the banner; until then, you can click Reactivate Plan to turn it back on.

What’s the difference between monthly and yearly?

The Monthly / Yearly toggle changes the billing interval. The yearly option shows Save 10%: you pay once a year at a reduced rate instead of every month.

Where do I manage my payment method and invoices?

Click User portal at the top of the page. It opens the Stripe billing portal where you can change your card and view your receipts.