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billing-actions.md

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Billing Actions

Billing actions

This section describes the billing actions that can be performed an organization account.

!!! note

All actions assume an authorized user has logged into their account.

Change billing details

Actor: Owner, Billing Manager

  • Click on Your organizations
  • Click on Manage for a specific organization
  • Click on Settings
  • Click on Manage Billing
  • Update the payment method, card details, billing email address
  • Click on Save

Cancel Subscription plan

Actor: Owner, Billing Manager

  • Click on Your organizations
  • Click on Manage for a specific organization
  • Click on Settings
  • Click on Manage Billing
  • Click on Cancel plan
  • Confirm the operation

The subscription will be available until the end of the month


Renew Subscription plan

Actor: Owner, Billing Manager

  • Click on Your organizations
  • Click on Manage for a specific organization
  • Click on Settings
  • Click on Manage Billing
  • Click on Renew plan
  • Confirm the operation

Download invoice/receipt

Actor: Owner, Billing Manager

  • Click on Your organizations
  • Click on Manage for a specific organization
  • Click on Settings
  • Click on Manage Billing
  • Scroll down and click on a specific invoice
  • Click on Download invoice or Download receipt