Admins and members with plan admin privileges can manage plans and billing.
To access your plan details:
- Select your organization icon in the global navigation.
- Select “Organization settings.”
- Select the “Plans” tab at the top.
In the “Billing” tab, you can:
- Change your plan
- Cancel your plan
- Add plan admins
- View and download quotes, invoices, and receipts
- Manage payment and billing information
- Manage contractor and invoice addresses
- Add notes to invoices
- Add additional billing recipients