Plans, trials and billing

Billing shows your plan, subscription status, renewal or trial dates, usage and available plans. Prices, limits, trial duration and included add-ons are configured by the platform, so use the current Billing screen rather than an old quotation or a fixed price in a guide. Public Pricing may offer an enquiry form when no public plan is offered.

A plan name alone does not prove paid access. A Professional trial is still a trial. Active paid subscriptions, eligible payment-grace periods and paid-through cancellation periods can retain paid access until their displayed deadline. A free or expired trial workspace may still have core access within its limits. Add-ons have their own availability and access sources.

Open Settings → Billing. Viewing billing and managing it are separate permissions. Compare the offered plans, included tools and capacity against your usage. Review the base price, purchased add-ons and estimated upcoming total; actual invoices remain the record of what was billed.

Choose the available upgrade or management action. If online checkout is enabled, complete the payment provider’s flow and return to Billing to confirm the status. A payment page opening is not confirmation that payment succeeded. If the action is Contact us, use the displayed contact route to arrange the subscription; do not keep retrying an unavailable checkout. Existing provider invoices or subscription management may remain available even when new online purchases are disabled.

For cancellation, review the effective date shown in the management flow. Canceling a base subscription and canceling an individually purchased add-on are different actions. Do not infer one from the other.

Trial limits can be lower than the full plan’s limits. Billing usage and create screens use the effective workspace limits, including trial restrictions. A configured limit of zero means unlimited for a plan; a zero trial limit means no extra restriction on that axis. Sample records count towards usage. The client quota concerns portal-access records, not simply every contact in the Clients directory.

When a trial ends, the workspace can move to the configured fallback plan. If it exceeds the user cap, only the earliest eligible members within the cap can sign in, always retaining the owner; a one-seat plan therefore leaves only the owner. Adding records can be blocked when capacity is reached. Review Users, active Projects and portal access before the deadline, and upgrade or contact support if you need more capacity.

A plan change does not itself erase ordinary business records. Seeded sample data has its own retention policy; do not use sample data as permanent live work without understanding that policy. Export and import-undo require paid access; importing is also allowed during an eligible trial. See Data Transfer.

If you intend to close the whole company workspace and erase its data, read Account and security before using the deletion flow. This affects the organization and its users, not just your personal login. Free and trial customers can request erasure through the public contact form; erasure is not conditional on buying a plan.