Plans and billing

Settings > Billing shows your plan, what you're using and what you pay. You change plans there too.

Before you start

• Only owners and admins see Billing in Settings.

Things to know

• The plans are Free, Starter and Growth. Enterprise is for more than 50 users and is quoted. Click Contact sales on the Plans tab.
• A new workspace starts on Free. Free allows up to 3 people.
• Starter and Growth are priced per seat, at one rate per seat. Each paid plan bills at least 3 seats, and self-serve plans go up to 50.
• Every member is a seat, whatever their role. Pending invitations count too. Clients who use your client portal or support portal are free.
• Adding or removing a person changes the seat count on your subscription.
• Each plan has its own limits on records, storage, automations and automation runs. Records, for example: 50,000 on Free, 250,000 on Starter and 1,000,000 on Growth. The plan cards list them.
• If you go over a limit after a downgrade, you keep what you have. Spodus only stops you adding more.

See your plan and usage

1. Go to Settings > Billing.
2. On the Billing tab, check:
   • Your plan and its status: Active, Trial, Past due or Canceled.
   • Users: people in the workspace, out of what your plan allows.
   • Billing interval, and the date your plan Renews.
   • Plan price and Total.
3. Under Usage, see Storage, Users, Records, Automation runs this month and Ask Spodus credits this month.

A bar turns amber at 80% of a limit and red at 100%. Automation runs and Ask Spodus credits reset each month. To add credits for the rest of the month, click Buy more credits. See Models and credits.

Change your plan or billing interval

1. Go to Settings > Billing.
2. Click the Plans tab.
3. Choose Yearly or Monthly. Each card shows the rate per seat, your seat count and the total.
4. On the plan you want, click Upgrade, Downgrade, Switch to yearly or Switch to monthly.
5. Finish the checkout.

Your plan is marked Current plan.

Update your payment method or see invoices

1. Go to Settings > Billing.
2. Under Manage billing information, click View billing details.

Your payment method and invoices open in Stripe. This works once the workspace is on a paid plan.

If a payment fails, a notice at the top of the Billing tab says until when the workspace stays editable. Click Update payment method to fix it.

Cancel your plan

1. Go to Settings > Billing.
2. Under Cancel your subscription, click Cancel plan.

After cancelling, the Billing tab shows Access until with the date your plan ends. A canceled workspace shows Restart your subscription on the same page.

Related

• Invite your team
• Roles and permissions
• Export and delete your data
• Go-live checklist