How to manage plan details

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


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