Billing overview

All of your billing and plan info is available in your Workspace settings on the Billing page. 

What you'll need

  • A paid plan. 
  • You must be an owner or admin to manage billing or discuss billing information with Customer Support.

If you have questions about your billing contract, reach out to the Account Executive that you worked with or

Access your billing page

To access your billing page:

  1. Click your Workspace avatar in the lower-left corner. 
  2. Select Billing

Billing page info

Your billing page includes the following sections:

Screenshot of the billing page showing the sections described in the following text.

Your plan

Info about your current plan and links to upgrade or downgrade your plan. 

Extra Automations 

This section includes the number of Automations included in your plan. You can also purchase additional Automations. 


The Pricing section includes the following information about your plan.

Make sure you have all the info. Learn about our pricing model. Also, take a look at when and how we charge for adding members, guests, or admins.
Screenshot of the Pricing section showing the details described in the following text. 

  • Cycle: Yearly or monthly billing cycle. 
  • Next billing period: The date your billing cycle renews.  
  • Seats: Current number of members, internal guests, and admins/available seats. 
  • Guests: Current number of external permission-controlled guests/available seats.
    • To learn more about external and internal guests, take a look at our Guests overview article. 
  • Total: Charges for the current billing cycle. You can switch from monthly to yearly billing at any time. You can also switch between monthly and yearly subscriptions.

    When discussing billing, a member or member seat refers to anyone invited as a member or admin. Owners are members, too. There can only be one Workspace owner, but ownership can be transferred.

Switch from monthly to yearly billing

By committing to a yearly plan, you'll save money! 
To switch, contact us from the email address associated with your account.

When switching to the yearly cycle, you'll be charged for the next 12 months when your plan renews.

Cancel your auto-renewal

Please contact us for more information about canceling the automatic renewal of your paid plan subscription.

Invoice History

From the Invoice History section, you can view or download invoices and add invoice info, such as your billing address or VAT number. 

Payment method

Workspace owners and admins manage payment methods from the billing page of the Workspace settings menu. You can change your payment method, add a card, remove a card, or set a default payment method. 

We accept the following debit and credit cards:

  • Visa
  • Mastercard
  • Maestro
  • American Express
  • Discover

We can't process prepaid debit cards or PayPal at this time. 

If you're experiencing payment issues, we'll let you know. You can take these troubleshooting steps before contacting support.


If you have Workspace credits, you'll see them in the Payment Method section to the right of the Add card button. Your Workspace credit is applied automatically when you add new members, upgrade your plan, or when your plan renews. 


Was this article helpful?