Billing & Subscription

Manage your workspace subscription, payment methods, and billing information.

The Usage & Billing settings let you view your current plan, monitor usage, manage payment methods, and update billing details. Access these settings to upgrade your plan, download invoices, or update your billing contacts.

To access billing settings, go to Settings in the sidebar, then select the Usage & Billing tab.

Current Plan

View your subscription status and workspace usage at a glance.

This Month's Activity

Track your workspace activity for the current billing period:

Metric	Description
Documents Created	Number of documents created this month
Files Uploaded	Total storage used (in GB)
Active Users	Number of active contributors
Issues Resolved	Completed issues this month
Meetings Completed	Finished meetings this month

The Next billing date shows when your subscription will renew.

Available Plans

Choose the plan that best fits your team's needs:

Plan	Price	Best For
Free Space	Free	Small teams getting started
Pro Space	$200/month	Growing teams needing full features
Enterprise	Custom	Large organizations with compliance needs

Free Space

• Limited to 3 Active Contributors
• No trial period or credit card required
• Unlimited free projects
• Email support only

Pro Space

• Includes 10 Active Contributors
• Unlimited storage
• Billed monthly
• Integrated AI Assistance
• Meeting Agent for automated notes
• Email, Phone & LiveChat support (Business Hours)

Enterprise Plan

• Minimum 30 paid seats
• Unlimited projects
• Billed per active user (across all projects)
• Compliance labels for regulated industries
• Enforceable SSO
• Centralized user administration
• Personalized onboarding & training
• Bring your own AI
• 24/7 Email, Phone & LiveChat support

Changing Plans

To upgrade or downgrade your plan:

1. Navigate to Settings > Usage & Billing
2. Review the plan options under Change Plan
3. Select your desired plan
4. Click Save Changes

Plan changes take effect at the start of your next billing cycle.

Payment Methods

Manage the payment methods used for your subscription.

Viewing Payment Methods

Your saved payment methods appear in the Payment Methods section. Each card displays:

• Card type (Visa, Mastercard, etc.)
• Last 4 digits
• Expiration date

Adding a Payment Method

1. Navigate to Settings > Usage & Billing > Payment Methods
2. Click Add New Card
3. Enter your card details
4. Click Save

Removing a Payment Method

1. Find the card you want to remove
2. Click the delete icon
3. Confirm the removal

You must have at least one valid payment method on file for paid plans.

Invoices

Access your billing history and download invoices for your records.

Viewing Invoices

1. Navigate to Settings > Usage & Billing > Invoices
2. View the list of all past invoices
3. Click on any invoice to download a PDF copy

Invoices include:

• Invoice number and date
• Billing period
• Plan details
• Amount charged
• Payment method used

Invoice Delivery

Invoices are automatically sent to all billing contacts when generated. You can also download them manually from the Invoices section.

Billing Address

Set the company information that appears on your invoices.

Address Fields

Field	Description
Company Name	Your organization's legal name (optional)
Address Line 1	Street address
Address Line 2	Suite, floor, or unit (optional)
City	City name
Country	Country selection
State / Province / Region	State or region
ZIP Code	Postal code
EIN	Employer Identification Number for US businesses (optional)

Updating Billing Address

1. Navigate to Settings > Usage & Billing > Billing Address
2. Update the relevant fields
3. Click Save Changes

Changes apply to all future invoices.

Billing Contacts

Manage who receives invoices and billing notifications.

Adding a Billing Contact

1. Navigate to Settings > Usage & Billing > Billing Contacts
2. Click Add Contact
3. Enter the contact's name, email, and phone number
4. Click Save

Managing Contacts

Action	Description
Set as Primary	Designate the main billing contact
Edit	Update contact information
Delete	Remove a billing contact

The primary contact receives all billing communications first. Additional contacts receive copies of invoices and important billing notifications.

Billing FAQ

When am I charged?

Subscriptions are billed monthly on your billing date. You can see your next billing date on the Current Plan page.

Can I get a refund?

Contact support for refund requests. Refunds are evaluated on a case-by-case basis.

What happens if my payment fails?

If a payment fails, we'll notify your billing contacts and retry the charge. After multiple failed attempts, your workspace may be downgraded to the Free plan.

How do I cancel my subscription?

To cancel, change your plan to Free Space. Your workspace will retain access until the end of your current billing period.

Next Steps

• General Settings - Configure workspace basics
• Members & Permissions - Manage access control
• Overview - Learn about spaces