Plans and billing
Your trial, choosing a plan, invoices, and cancelling.
Your free trial
A new organization starts on a free trial, with no card needed. A banner at the top of the app counts down the days. When the trial ends without a plan, the app is locked until you choose one, and your customers can no longer open quote links.
Choose or change a plan
Only the organization's owner can manage billing.
- Open Settings → Billing.
- Under Available plans, switch between Monthly and Yearly pricing, and compare what each plan includes.
- Pick a plan. Changing plans shows what will change before you confirm.
Usage shows how close you are to your plan's limits on team members, pricebooks and quotes per month. When you get close, a note appears beside the button that creates more.
Update your card, see invoices, or cancel
Choose Manage billing under Current plan. It opens our payment provider, Stripe, where you can change your card, download invoices, or cancel. Billing history on the billing page also lists every charge with its receipt.
If you cancel, you keep access until the end of the period you have paid for. After that, the 30-day rule above applies, so export anything you need first.
Payment past due
If a payment fails, an orange banner appears at the top of the app. Choose Update billing → and update your card under Manage billing to avoid losing access.