Billing & account

What this module does

What you need to set up first

• Know which plan you want before you submit a change request.
• Make sure you are the account owner if you need to manage billing decisions.
• Count the teammates you want to keep on the workspace so the seat limit stays realistic.
• Use Settings to check the current account details before you ask for a change.

How it works

1. 1 A billing request is created when you choose a different plan and submit the change form.
2. 2 The request waits in a pending state until someone on the Advirsy side approves or rejects it.
3. 3 The workspace keeps the current plan active while the request is pending so nothing breaks mid-review.
4. 4 Seat limits are enforced against the current plan so you can see when a workspace has outgrown it.
5. 5 The request history stays on the page so you can tell what happened without sending a separate email.

What you'll see in the UI

• The current plan card shows what you are on right now.
• The request form is where you ask for a plan change.
• The pending request banner appears when a change is still under review.
• The history list shows previous requests and any admin notes.
• Seat limit text explains how many teammates the plan allows.

How to act on the output

• Submit a plan change request when the current plan no longer fits your workspace.
• Use the admin note on a request to understand the decision or follow-up.
• Keep teammate invites inside the seat limit while the billing request is pending.
• Contact support from the help center if the plan needs manual attention.

Limits and known gaps

• Self-serve card checkout is not live yet, so billing is still handled manually.
• Approvals can take time because a human reviews the request.
• The available plans may change while the pricing flow is still being polished.
• Invoices and payment details are handled outside this page for now.