Billing

Billing is where your payment method, invoices, and subscription live. Only admins can see it, and the workspace owner is the one on the hook for it.

Setting up billing

If you haven't started a subscription yet, you'll see Ready to get started? and a Choose a plan button, which takes you to Plans.

If you have no card on file, you'll see No payment method found. Add one before your trial runs out — a workspace that reaches the end of its trial without a payment method moves to Probation.

Managing your subscription

From Billing you can update your payment method, review past invoices, and change or cancel your subscription. Checkout runs through Stripe, so your card details are handled by Stripe rather than stored by us.

If you start a checkout and back out, you'll see a note that the order was canceled — nothing was charged, and you can pick it back up whenever.

One thing that will block you

If a contact import is running, some billing actions are held until it finishes. You'll see Import in progress where the button would be. This is intentional: your plan is priced on how many contacts you have, and changing plans mid-import would price you on a number that's still moving. Let the import finish, then come back.