Billing settings require admin role.
Current plan
View your subscription details:- Plan name - Basic, Pro, or Enterprise
- Billing cycle - Monthly or annual
- Next billing date - When you’ll be charged
- Amount - Subscription cost
Plan comparison
| Feature | Basic | Pro | Enterprise |
|---|---|---|---|
| Stakeholders | 100 | 1,000 | Unlimited |
| Projects | 5 | 25 | Unlimited |
| Team members | 3 | 15 | Unlimited |
| AI requests/month | 100 | 1,000 | Unlimited |
| Integrations | Email only | Microsoft 365 | All + Custom |
| Support | Priority | Dedicated |
Changing plans
Upgrading
- Go to Settings → Billing
- Click Upgrade Plan
- Select your new plan
- Confirm payment
- Changes take effect immediately
Downgrading
- Go to Settings → Billing
- Click Change Plan
- Select a lower tier
- Acknowledge any feature limitations
- Change takes effect at next billing cycle
Payment methods
Adding a card
- Go to Payment Methods
- Click Add Card
- Enter card details
- Save
Updating default
- View payment methods
- Click Set as Default on your preferred card
- Future charges use this card
Removing cards
- Ensure another card is set as default
- Click Remove on the card to delete
Invoices
View and download past invoices:- Invoice date
- Amount charged
- Payment status
- PDF download
Usage
Track what you’re using:- Stakeholders - Current count vs. limit
- Projects - Active projects vs. limit
- AI requests - Monthly usage vs. quota
- Team members - Current vs. limit
Enterprise billing
Enterprise customers have additional options:- Annual contracts
- Custom pricing
- Purchase orders
- Invoiced billing (NET 30)
- Dedicated success manager