Team Billing and Subscription

Team Billing Basics

Understanding how billing works for team accounts:

• Consolidated Billing: Single invoice covers all team members
• Subscription Tiers: Pricing based on team size and feature needs
• Payment Methods: Credit card, PayPal, or invoice payment options
• Billing Cycles: Monthly or annual payment options
• Proration: Charges adjusted when adding/removing team members

Team admins can access complete billing information in the Billing section.

Managing Team Subscription

How to adjust your team plan as needs change:

1. Access Subscription Settings: Go to Settings > Team Management > Subscription
2. View Current Plan: See your current team size, features, and renewal date
3. Change Plan: Upgrade or downgrade based on team needs
4. Add Seats: Increase your team size allocation
5. Remove Seats: Decrease team size (takes effect at renewal)
6. Change Billing Cycle: Switch between monthly and annual billing

Changes to your subscription may result in immediate charges or credits to your account.

Team Payment Information

Managing payment details for team accounts:

• Update Payment Method: Change credit card or payment details
• Billing Contact: Designate who receives invoices and payment notifications
• Tax Information: Add VAT/tax ID for business accounts
• Billing Address: Update company address for invoicing
• Payment History: View all past transactions

Team Invoices and Receipts

Accessing financial documentation for your team account:

• Download Invoices: Get PDF copies of all invoices
• Receipt Generation: Create receipts for accounting purposes
• Invoice Details: Itemized breakdown of charges
• Custom Information: Add purchase order numbers or custom fields
• Email Options: Configure who receives billing notifications

All financial documents can be accessed in the Billing History section.

Team Cost Management

Strategies to optimize your team subscription costs:

• Right-sizing: Adjust team size to match actual needs
• Annual Billing: Save with annual payment (typically 10-20% discount)
• Usage Analysis: Review activity reports to identify underutilization
• Feature Evaluation: Ensure you're on the right plan for your needs
• Seat Rotation: For occasional users, consider sharing seats