Manage Your Subscription

Review plan access, usage limits, billing and upgrades.

Before you start

All plans include all invoice templates and full access to purchase orders, sales returns, credit notes, inventory, Accounts Receivable and Accounts Payable. Record limits, automation and AI allowances can still vary.

Open Subscription & Billing

Dashboard → Subscription icon

Start from Dashboard, select Subscription icon. On mobile, open the workspace menu first when the named menu is not visible.

Review your active plan and allowances

Review your active plan and allowances. Review the information shown before continuing to the next step.

Confirm access to all invoice templates

Confirm access to all invoice templates. Review the information shown before continuing to the next step.

Confirm full workflow access for purchasing, returns, credits, inventory, receivables and payables

Confirm full workflow access for purchasing, returns, credits, inventory, receivables and payables. Review the information shown before continuing to the next step.

Compare record limits, recurring billing, reminders, receipt scans, AI and reporting allowances

Compare record limits, recurring billing, reminders, receipt scans, AI and reporting allowances. Review the information shown before continuing to the next step.

Complete an upgrade when additional capacity is needed

Complete an upgrade when additional capacity is needed. Review the information shown before continuing to the next step.

Confirm the updated plan after payment

Confirm the updated plan after payment. Review the information shown before continuing to the next step.