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Managing your subscription

Find your billing page, view your current plan, subscribe via secure checkout, and use the Billing Portal to update payment details, download invoices, or cancel.

All billing for your team lives in one place: the Billing page. From there you can view your current plan, subscribe or upgrade, and open the Billing Portal to manage payment details and invoices.

Where to find it

In your team workspace sidebar, under Settings, click Billing. This opens the Billing tab inside Team Settings, with the description "Manage your team's subscription and billing settings."

The Billing link in the sidebar is only visible to team owners. If you open the page without billing permissions, you'll see the message You cannot manage billing — ask your account owner to make changes.

Viewing your current plan

When you have an active subscription, the overview card at the top shows:

  • Your plan name (for example Growth or Scale) with an Active badge

  • Billing period — the start and end dates of your current cycle

  • Details — the line items that make up your plan

  • Credit Usage — progress bars for AI Credits (Screening & Messages) and Connections

On the Growth plan, owners also see an Upgrade to Scale button in this card, which opens a secure checkout to switch plans.

Subscribing to a plan

If your team doesn't have a subscription yet:

  1. Go to SettingsBilling.

  2. In the Manage your Team Plan card, pick your preferred plan. Each plan card lists what's included, such as the number of outreach accounts and monthly AI credits. Current pricing is shown right on the plan cards.

  3. Click Select Plan.

  4. Complete the secure Stripe checkout that opens on the page.

  5. When payment succeeds you'll see Done! You're all set. and a confirmation email is sent to you. Click Proceed to App to continue.

💡 Tip: You can upgrade or downgrade your plan at any time — changes are handled through checkout or the Billing Portal.

Updating payment details and downloading invoices

Once you're subscribed, a card called Manage your Billing Details appears at the bottom of the Billing page:

  1. Click Visit Billing Portal.

  2. You're taken to the secure Stripe customer portal, where you can update your payment method, change or cancel your plan, and download your invoices.

Cancelling your subscription

  1. On the Billing page, click Visit Billing Portal.

  2. In the portal, choose to cancel your plan.

  3. Your subscription stays active until the end of the current billing period — the Billing page will show the scheduled cancellation date.

After the subscription ends, the Billing page shows a Subscription Cancelled card ("Your subscription has ended"). To come back, simply pick a plan again from the same page.

FAQ

Who can manage billing? Only team owners (users with billing permission). Everyone else sees a notice asking them to contact the account owner.

Where do I see prices? On the plan cards on your Billing page — pricing is always up to date there.

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