Back to Account & Billing Guides

Introduction

To manage your plan and billing information, click your name in the top-right corner of the interface, then select Plan & Billing. Note: Only the Workspace owner can make these changes.

Only the Workspace owner has permission to make the changes listed below.

Plan and Billing menu item Site Dashboard.

Change Site Plans

You can upgrade or downgrade your site plan anytime, with changes taking effect immediately. Any adjustments to your billing—prorated increases or decreases—will be reflected in your next invoice.

To change your plan, go to the Workspace Plan section and click Manage to select a new plan. Review the changes, and add coupon codes before completing the Checkout. If you haven’t entered a credit card before, pressing Checkout will prompt for this information afterwards.

Selecting a plan to upgrade to within the Plan & Billing section.
Plan depicted for the workspace, including the sites and page added to the workspace, and the next invoice date.

Downgrading Plans

When downgrading, ensure your workspace page and site count fit within the new plan’s limit. If it exceeds the limit, you’ll be prompted to remove extra pages or sites before the change can be made.

Plan downgrade and prorated amount for downgrading to a cheaper plan.

Update Billing Information

Under the Payment Information section, the credit card you currently have on file is displayed here.

To update your payment method, click Update Billing in the Payment Information section. Enter your new card details, which will replace the existing card on file for all future invoices.

Update Payment Information for Workspace Plan.

Plan Reaching Limits

If your plan creeps closer to the limit of sites or pages your plan allows, a notice will appear and warn you.

A workspace reaching the limits of the plan and prompting an upgrade to test more pages and sites.



Review Invoices

In the Invoices section, you can view all past transactions for your site. To see the details of any invoice, click View Details for a full breakdown and the option to download the invoice or receipt.

AAArdvark Invoice Listing

Upcoming Invoices

Preview your next invoice to see upcoming charges for your workspace. Click Show Details to view a complete breakdown of your Workspace Plan.

The next invoice depicts a brief summary of when the charge will be.

With Coupons

If a coupon has been applied to your workspace, your invoice will show a breakdown of the discount and the remaining amount owed.

Coupon applied to workspace.


Still stuck?

File a support ticket with our five-star support team to get more help.

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