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Billing & Subscription

No support ticket, no separate billing portal to log into — see your current plan, review what's included, and upgrade or renew right from inside the app.

Who this is for

  • Business owners who'd rather handle billing themselves than route it through support.
  • Growing businesses that started on a free or basic tier and have since outgrown it.

Billing & Subscription — the main screen

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1. YOUR SUBSCRIPTION AT A GLANCE

Subscription Details puts your current plan and its Active status front and center, so you always know exactly what you're on without digging through an old invoice to find out.

Subscription Details Plan Tiers Upgrade / Go Enterprise Renew Plan Monthly / Yearly Billing

2. PLAN TIERS — GROW INTO WHAT YOU NEED

Start on the Permanently Free tier and climb through Basic, Standard, and Premium, up to Premium Enterprise once you need the full feature set at scale. Each tier spells out exactly what you'd gain by moving up, with a popular-choice tier flagged for anyone still weighing which level actually fits.

3. CHANGING YOUR PLAN

  • Upgrade Now / Go Enterprise — move to a higher tier the moment you need more capability, with a clear Confirm and Pay step so nothing charges you by surprise.
  • Renew Plan — extend your current subscription in a click.
  • Monthly or Yearly billing — pick whichever cadence suits your cash flow.

4. HOW IT CONNECTS TO THE REST OF THE SYSTEM

  • Your plan tier decides which of the product's more advanced capabilities — higher usage limits, additional modules — are available to your business, all visible and manageable from this one screen instead of scattered across settings.

5. WHY IT SCALES FROM SMB TO ENTERPRISE

01

Small business

Start free, see the real value first, and upgrade only once you actually need to.

02

Growing business

Move up a tier in a couple of clicks the moment your team or transaction volume outgrows the current plan.

03

Enterprise

A dedicated Premium Enterprise tier and a clear "Go Enterprise" path are there for organizations that need the full platform capability from day one.

Quick Reference

Quick reference — where things live
  Billing & Subscription ................... Settings > Billing & Subscription

See this running in your own account

Free to start, no credit card required — most businesses are set up and creating real records within minutes.

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