Upgrading, downgrading & managing billing

Everything to do with your subscription lives on the Plan & billing page. Open it from the main Settings page, where the Plan card at the top shows your current plan as a badge. Owners see a Manage plan button there; everyone else sees View plan, which opens the same page in read-only form.

The Plan & billing page has two parts. At the top is a card for your current plan: its name, the monthly price (or No charge on Free), and four usage meters. Below that is a Plans card with a side-by-side comparison of all four tiers, each with an Upgrade or Downgrade button.

The current-plan card shows four meters so you can see how close you are to your limits at a glance: Team members, Clients, Documents this month, and Emails this month. Each meter shows how much you've used against the limit, and the bar turns amber as you approach the limit and red once you hit it. An unlimited allowance shows just the number used with a soft full-width bar and no cap.

The document and email meters reset at the start of each calendar month. Note that the document counter only ever counts up within a month, so deleting or voiding a document doesn't free up room against that month's allowance.

The comparison table lists all four tiers with their monthly price and what each includes. Your current plan is highlighted and marked Current. Prices shown are in your workspace's display currency.

Only the workspace owner can change the plan. Admins and members can view the page and see the comparison, but the Upgrade and Downgrade buttons are disabled for them with a note that only the owner can change the plan.

Upgrading is straightforward: pick the higher plan and complete checkout (see below). Downgrading is checked first — the app looks at whether your current team members and clients fit inside the lower plan's limits before letting you switch. If you're over a limit, the switch is blocked and you'll see a message telling you what to reduce, for example which counts are over and by how much. Trim your team or clients down to fit, then try again. Moving down to a paid plan still runs you through checkout for the new plan; moving all the way to Free cancels your paid subscription instead.

By default the app runs billing on a test gateway, so no real card is charged. When you upgrade (or downgrade to a paid plan), you're taken to a hosted checkout page that clearly shows a Test mode — no real payment is taken banner, the plan you're subscribing to, your workspace name, and the monthly price.

The card fields are shown for realism but disabled. Click the Subscribe button to complete the change, or use Simulate failure to see how a declined payment behaves. On success you're returned to the Plan & billing page, it confirms with a Plan updated message, and your new limits and features take effect right away. When a real payment provider is switched on later, this same Upgrade button instead sends you to the provider's own secure hosted checkout to enter card details.

How you manage card details and cancellation depends on the active billing provider. On the default test setup, you change or cancel your plan directly from the Plan & billing comparison table — Upgrade and Downgrade handle switching tiers, and downgrading all the way to Free cancels your paid subscription (subject to the same over-limit check described above).

Once the workspace is connected to a live card provider, a Manage billing button appears on the current-plan card for the owner only. It opens the provider's hosted customer portal in the same tab, where you can update your card, switch plans, or cancel. If you don't see a Manage billing button, your workspace is still on the test gateway and you manage everything from the comparison table.