Who can manage billing
You must be a Billing Administrator to change your plan, update payment details and view invoices. Being an Account Administrator does not give you access to these, but Account Administrators can manage billing contacts. A user can have both roles. See Managing users and teams.
Find your billing settings
Go to Account settings, then select Billing. It has these pages:
- Plan & usage: your plan, seats, usage, payment details and billing information
- Invoices: view, download and pay your invoices
- Billing contacts: choose who receives invoices and billing emails
- Usage alerts: get an email before you reach a limit. See Usage alerts.
Plans
| Plan | Who it is for | Add-ons |
|---|---|---|
| Personal | Email testing for individuals | Email previews and SMS testing are not available |
| Core | Full quality assurance for your team | Email previews and SMS testing are available as add-ons |
| Enterprise | Larger teams that need single sign-on and higher limits | SMS testing is included. Email previews are available as an add-on |
You can buy the Personal and Core plans in the Dashboard. To move to the Enterprise plan, contact our sales team. For prices, see Pricing.
Choose or change your plan
- Go to Account settings, then select Billing > Plan & usage.
- Click Choose a plan. If you already have a subscription, click Change plan.
- Under Choose plan type and customize, select Personal or Core, then choose the number of users and emails per day.
- On the Core plan, turn on SMS testing or Email previews if you need them, and choose your limits.
- If this is a new subscription, click Continue, then enter your billing information.
- Under Your plan, select Annual or Monthly billing. Annual billing saves 20%.
- Click Securely pay via Stripe for a new subscription, or Securely pay now to change your plan.
If your new plan allows fewer users, phone numbers, projects or inboxes than you use now, the summary lists what to review before you can continue.
If your subscription has expired, click Resubscribe on the Plan & usage page to choose a plan again.
Upgrades and downgrades
- Upgrades take effect straight away. You pay for the rest of your billing period.
- Downgrades take effect at the end of your current billing period. The payment button reads Schedule downgrade.
While a downgrade is waiting to take effect, the Plan & usage page shows when it starts, and you cannot make other changes to your plan. To keep your current plan, click Cancel downgrade.
Add or remove seats
Each user on your account uses a seat.
- Go to Account settings, then select Billing > Plan & usage.
- In the Seats panel, click Add seats or Reduce seats.
- Choose your new limit, and confirm.
Change your usage limits
On the Plan & usage page, the Email testing usage, Previews usage and SMS testing usage panels show how much of each limit you have used. To raise or lower a limit, click Customize plan limits, then follow the steps to change your plan.
Update your payment details
In the Payment information panel on the Plan & usage page:
- To change the card you pay with, click Update payment information. You enter your new card details securely with Stripe.
- To change how often you pay, click Switch to annual billing or Switch to monthly billing.
To pay by invoice instead of by card, click Switch to invoice in the Invoices panel and contact our account management team. Payment by invoice is available on the Core and Enterprise plans.
Update your billing information
Your billing information appears on your invoices. It includes your address, your tax ID and your own reference.
- Go to Account settings, then select Billing > Plan & usage.
- In the Billing information panel, click Update billing information.
- Make your changes and save them.
View and pay invoices
Go to Account settings, then select Billing > Invoices. The page shows your most recent invoice, your next expected invoice, and your invoice history.
- To download an invoice as a PDF, click Download.
- If a payment failed, the invoice shows Pay. Click it to pay with a new card.
Manage billing contacts
Billing Administrators automatically receive emails about billing, such as new invoices. To keep other people informed, add their email addresses as billing contacts.
- Go to Account settings, then select Billing > Billing contacts.
- Click Add email address.
- Enter the email address, then click Add billing contact.
To remove a billing contact, open the actions menu at the end of their row, then select Delete.
To change who is a Billing Administrator, click Update administrators.
Cancel your subscription
See Cancelling your subscription.
Accounts billed by invoice or through a reseller
If you pay by invoice, or through a reseller, some of these options are not shown in the Dashboard. To change your plan or payment details, contact your account manager or reseller.