How to manage billing and plans for your workspace

How to manage billing and plans for your workspace

Use Billing & Plans to review and manage your workspace subscription, billing cycle, licenses, payment settings, invoices, and plan changes.

Before you start

Only Workspace Owners and Workspace Admins can access billing settings and manage the workspace subscription.

Access Billing & Plans

  1. Open the workspace you want to manage.
  2. Open the Workspace menu and select Workspace settings.


  3. Go to Billing & Plans. From this tab, you can review your current plan and access billing-related settings for your workspace.


Review your current plan

In Billing & Plans, you can review details about your current subscription, such as:
  1. Current plan
  2. Billing cycle
  3. License count
  4. Current plan’s credit quota
  5. Last billing date
  6. Next billing date

Use this section to understand your current subscription before making changes to your plan, licenses, or billing settings.

Manage your plan

You can use Billing & Plans to upgrade your workspace, change your billing cycle, or review your current subscription.
For step-by-step instructions, see How to upgrade or downgrade your plan.

Manage licenses

Workspace licenses are required for members with licensed roles, such as Workspace Editor or Workspace Admin.
Use Billing & Plans to review your license count, add licenses, reduce licenses, or reassign licenses when your team changes.
For step-by-step instructions, see How to manage workspace licenses.

Manage payment methods

Use Billing & Plans to update, add, or remove the payment method used for your Visily subscription.
For step-by-step instructions, see Payment methods in Visily.

Update billing information

You can update billing contact details, company information, billing address, or tax information from the billing portal.
For step-by-step instructions, see How to update your billing information.

Check billing history and invoices

Use the invoice history section to review past payments, payment status, and download invoices or receipts.

Cancel your subscription

You can cancel your subscription from Billing & Plans if you no longer want to continue with your paid plan.
For step-by-step instructions, see How to cancel your subscription.

Note

  1. Changes to your plan, licenses, or billing cycle may affect your subscription amount.
  2. Review all subscription changes carefully before confirming, especially when a charge will be processed immediately.
Need more help?
If this does not solve your issue, contact support and include a screenshot if possible.

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