Billing and subscription
Plans, seats, invoices and what changes when you switch plan.
4 articles
How do I change or cancel my plan?
A plan or seat change is applied immediately and prorated; a cancellation takes effect at the end of the period you have already paid for.
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Where do I find my invoices?
Subscription invoices sit under Billing history on the subscription screen; the invoices you issue to your own customers are a different screen.
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How do I create an invoice for a customer?
Pick a customer and a currency, fill in the lines, then mark the invoice as awaiting and download the PDF. The customer, the currency and the awaiting step cannot be taken back.
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How do I record a payment on a customer invoice?
Recording a payment logs money that already arrived. It works on awaiting and partially paid invoices, cannot exceed the outstanding amount, and cannot be undone.
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