Billing and your plan
Review your subscription, track usage against plan limits, update your payment method, and read invoices.
Your organization's subscription, usage, payment method, and invoice history all live in one place. Open Settings, then Billing in your workspace sidebar. Owners and admins can view and change billing; other roles can't reach the page.
Current plan
The Current Plan card shows your plan name, billing cycle (monthly or annual), price, contact and team-seat limits, and (if applicable) a platform fee percentage on transactions. If your plan includes any active add-ons, they 're listed underneath with their own price. If your organization renews on a period, the renewal date is shown here too.
Usage this period
Below your plan, a Usage this period section shows how much of each metered resource you've used against your plan's included quota for the current billing period -- email sends, SMS segments, phone minutes, video participant-hours, advisor tokens, and voter file records. Each meter shows a progress bar and a daily activity chart so you can see whether usage is trending toward your limit before the period resets.
Payment method
The Payment Method card shows the card on file (brand, last four digits, and expiration) or, if none is set, an Add button that takes you to the plans page. To update or replace the card, use Update in Stripe (or Manage billing elsewhere on the page) -- both open Stripe's secure Customer Portal, where you can change your card or view its billing history without leaving a card number with OrganizeOS support.
Invoices
The Invoices section lists past billing periods with the amount charged and a status badge (Paid, Open, Void, etc.). Each invoice with a generated PDF has a link to download it. Use the pagination controls at the bottom to page through older invoices.
Changing your plan
Click Change plan to open Plans & Power-ups, a grid of available tiers with a monthly/annual toggle and a feature list per tier. Buttons update based on where a tier sits relative to your current plan:
- Upgrade opens an in-app checkout to add or change payment details and confirm the new tier immediately.
- Downgrade opens the Stripe Customer Portal, where Stripe walks you through proration for the change.
- Your current tier shows as Current plan and can't be clicked.
Why this matters
Knowing where your organization stands against its plan limits before you hit them lets you upgrade on your own timeline instead of getting blocked mid-send. Keeping your payment method current avoids a lapsed subscription interrupting your outreach, and having invoices on hand in-product means your team doesn't have to dig through email for a copy when you need one for reimbursement or bookkeeping.