Plans & billing

Subscriptions · visual field guide

An illustrated tour of Subscriptions with focused images of its controls and settings.

9 min readVisual walkthrough

Orient yourself on the page

Design-preview images. These captures use sample data from the redesigned workspace. Illustrations use sample data. Available controls and results depend on your connected platform and account permissions.

Use this overview to locate the main controls before following the focused illustrations below.

PRODUCT PREVIEW · Subscriptions
Subscriptions. Highlighted controls are explained below.

Review subscription choices

Open the plan options and compare the account allowance, features, amount, and billing interval. Read the final billing summary before confirming a subscription change.

PRODUCT PREVIEW · Review subscription choices
Review subscription choices. Highlighted controls are explained below.
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Change plan. The highlighted control is the one described in this step.

Review the channel allowance

Open the channel controls and compare the new allowance with the workspace’s connected and active accounts. Check the displayed recurring amount before applying a change.

PRODUCT PREVIEW · Review the channel allowance
Review the channel allowance. Highlighted controls are explained below.
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Add / remove channels. The highlighted control is the one described in this step.

Review the user allowance

Open the user controls and check the intended seat count. Review the billing effect before confirming and distinguish subscription capacity from a particular person’s permissions.

PRODUCT PREVIEW · Review the user allowance
Review the user allowance. Highlighted controls are explained below.
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Add / remove users. The highlighted control is the one described in this step.

Review cancellation details

Open the cancellation flow and read the timing and access information displayed. Confirm only after reviewing the intended subscription and any renewal consequences.

PRODUCT PREVIEW · Review cancellation details
Review cancellation details. Highlighted controls are explained below.
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Cancel subscription. The highlighted control is the one described in this step.

Review the subscription payment method

Open payment settings to inspect or update the billing method. Confirm the account and read the provider’s form before saving a change.

PRODUCT PREVIEW · Review the subscription payment method
Review the subscription payment method. Highlighted controls are explained below.
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Payment method. The highlighted control is the one described in this step.

Review billing contact details

Open the billing-address form and check the name, address, and any tax details required by the payment provider. Review the final values before saving.

PRODUCT PREVIEW · Review billing contact details
Review billing contact details. Highlighted controls are explained below.
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Billing address. The highlighted control is the one described in this step.

Inspect subscription changes

Open the history to review plan changes and their dates. Compare the entries with the current subscription rather than assuming the latest invoice describes every change.

PRODUCT PREVIEW · Inspect subscription changes
Inspect subscription changes. Highlighted controls are explained below.
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Subscription history. The highlighted control is the one described in this step.

Find billing transactions and invoices

Review transaction dates, amounts, currency, and status. Use the available invoice action for the intended transaction and inspect the downloaded document.

PRODUCT PREVIEW · Find billing transactions and invoices
Find billing transactions and invoices. Highlighted controls are explained below.
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Transaction history. The highlighted control is the one described in this step.