Billing

Manage your subscription from the Billing tab in Company settings. Only Admins can access this tab.

Viewing Your Plan

Go to Company → Billing to see:

• Current plan (Free, Pro, or Pro Unlimited)
• Subscription status and renewal date
• Usage statistics:
  • Users (current / limit)
  • Projects (current / limit)
  • Plan Sets (current / limit)
  • Storage (current / limit)

Plans

Feature	Free	Pro	Pro Unlimited
Price	$0	$15/user/month	$299/month
Users	2	Unlimited	Unlimited
Projects	1	Unlimited	Unlimited
Plan Sets	1	Unlimited	Unlimited
Storage	1 GB	100 GB	Unlimited
Reports	Limited	Unlimited	Unlimited
Integrations	CSV only	CSV only	QuickBooks, Sage

Upgrading

1. Go to Company → Billing
2. Click Upgrade
3. Select your new plan
4. Enter payment information (promotion codes accepted)
5. Complete checkout

Changes take effect immediately.

Managing Your Subscription

Click Manage Billing to open the billing portal where you can:

• Update your payment method
• View and download invoices
• Change or cancel your plan

Downgrading

If you downgrade and exceed the new plan’s limits (users, projects, storage), you’ll need to reduce usage first.

Payment Methods

We accept credit and debit cards (Visa, Mastercard, American Express). All payments are processed securely through Stripe.

Cancellation

To cancel, click Manage Billing and select cancel subscription.

After cancellation:

• You retain access until the end of your billing period
• Your data is preserved for 90 days
• You can reactivate anytime during the 90-day window