Manage billing settings
2 minute read
Navigate to your user profile page and select your user icon on the top right corner. From the dropdown, choose Billing, or choose Settings and then select the Billing tab.
Plan details
The Plan details section summarizes your organization’s current plan, charges, limits, and usage.
- For details and a list of users, click Manage users.
- For details about usage, click View usage.
- Amount of storage your organization uses, both free and paid. From here, you can purchase additional storage and manage storage that is currently in use. Learn more about storage settings.
From here, you can compare plans or talk to Sales.
Plan usage
This section visually summarizes current usage and displays upcoming usage charges. For detailed insights into usage by month, click View usage on an individual tile. To export usage by calendar month, team, or project, click Export CSV.
Payment methods
This section shows the payment methods on file for your organization. If you have not added a payment method, you will be prompted to do so when you upgrade your plan or add paid storage.
Billing admin
This section shows the current billing admin. The billing admin receives all billing-related emails, has organization admin role, and can view and manage payment methods.
To change the billing admin or assign the role to additional users:
- Click Manage roles.
- Search for a user.
- Click the Billing admin field in that user’s row.
- Read the summary, then click Change billing user.
Invoices
If you pay using a credit card, this section allows you to view monthly invoices.
- For Enterprise accounts that pay via wire transfer, this section is blank. For questions, contact your account team.
- If your organization incurs no charges, no invoice is generated.
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