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Plan, limits and billing

What each plan includes, how to change plan, pay the subscription and see invoices.

Where to find it: Settings → Plan and usage.

Plans differ by limits (people, teams, users, files, sends) and features. The online payment fee is the same in all. The subscription is paid by card and invoices are downloaded from the same place.

How to do it

  1. In Settings → Plan compare plans and press “Change” to choose monthly or yearly; payment opens a secure gateway.

  2. Download subscription invoices from “Billing”.

  3. If you hit a limit, the panel warns and you can upgrade or enable overage.

Keep in mind

  • Test organisations (sandbox) do not see plans or prices: the page shows usage against the Pro plan limits and the fee of the provider they collect with, with an example fee for a typical payment.

  • In sandbox, payments always run through Stripe in test mode (card 4242 4242 4242 4242, any future date and CVC); no real money ever moves. See Setting up payments.

Frequently asked questions

Can I try before paying?

Yes: new organisations get a trial period with everything enabled.

What happens to my data if I cancel?

You can export everything (people, payments, books) before cancelling.

See also

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