5 min guideUpdated August 2026App review required

Manage subscription and billing

Review the organisation plan, renewal, usage, payment method, invoices and cancellation controls available to the Owner.

Best forOwner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Settings → Subscription & Billing as the organisation Owner.
  2. Review the current plan, status, renewal date and included usage or entitlements.
  3. Check the payment method and available billing invoices without sharing payment details outside the approved workflow.
  4. Review any upgrade, renewal or cancellation consequence before confirming it.
  5. Save the resulting receipt or business approval according to the organisation's finance policy.

Good practice

Billing controls are owner-only because they can affect access and service continuity. Do not use a plan change to troubleshoot an unrelated product problem.

When you are finishedThe Owner can explain the current plan, renewal position, usage and next permitted billing action.

Before you begin

  • You are signed in as the organisation Owner.
  • Any plan or cancellation decision has the required business approval.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Subscription & Billing/settings/billing

Shows plan entitlements, renewal and payment state that can affect feature availability and continued service.

Open in SignBas3 →

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.