How to manage billing

How-to · Audience: tenant-admin · Permissions: billing.manage, billing.view · Route: /dashboard/settings/billing

Viewing invoices, updating payment details, and changing plan.

What this does

Manages your workspace's subscription, invoices, and payment method.

Who can do this

Anyone with billing view/manage permission — the owner always has this via owner-bypass, and it can also be granted to a Tenant Admin role, same as any other permission.

Steps

1. Go to Settings > Billing.

2. Review current plan, invoices, and payment method.

3. Update your payment method or change plan from here.

What happens next

An upgrade takes effect once its invoice is paid — you get a checkout link and the new plan activates on completion.

A downgrade is different from what its own confirmation message implies: the message says the change "takes effect at the next billing cycle," but the plan (and the access it grants) is actually updated immediately when you confirm it — only the next invoice amount is what's deferred to the next cycle, not the plan entitlement itself.

Important notes

• Deleting a payment method is a separate, more tightly scoped permission (billing.delete) from viewing or managing billing generally.

• Treat a downgrade as taking effect immediately, not at a future date, even though its confirmation message says otherwise — this is a known mismatch between the confirmation wording and the actual plan-entitlement change.