Audience
- Billing admins and workspace owners
Prerequisites
- Billing-capable role in workspace
- Valid payment method for paid plans
Subscription lifecycle
1) Initial billing setup
- Open billing/subscription section.
- Add payment method and complete setup.
- Confirm active billing status.
2) Plan updates
- Review current usage and required features.
- Select plan upgrade/downgrade action.
- Confirm effective date and resulting limits.
3) Cancellation
- Open subscription settings.
- Select cancellation flow and confirm.
- Review access/feature impact after cancellation.
4) Billing portal and invoices
- Use billing portal for payment method and invoice history.
- Review invoice details for accounting and support issues.
5) Credit usage tracking
- Monitor credit usage trends in billing surfaces.
- Investigate sudden usage changes before invoice close.
Common support questions answered
- Why is a feature locked after plan change?
- Where can I download invoices?
- How do I update payment method?
- Why did usage increase this cycle?
Troubleshooting
Plan change not reflected
- Refresh workspace and billing pages.
- Confirm plan change is completed (not pending).
- Verify you are viewing the correct workspace.
Payment method fails
- Re-enter card details and billing address.
- Retry in billing portal with updated method.
Invoice or usage appears incorrect
- Compare usage window/timezone and active features.
- Export invoice details and collect evidence for support.