The Billing tab shows what you pay today, what renews next, and where to change your subscription or payment details.
Before you start: You need Account Admin permissions to see the Billing tab.
Open Your Billing Settings
- In the lower-left corner, click Settings.
- Click the Billing tab.
Billing has two tabs: Subscription and Payment info.
The Subscription Tab
Section
What it shows
What you can do there
Subscription
Your current plan, number of licenses, billing cycle, license cost per month, effective dates, subscription amount and add-ons
Click Change to switch billing cycle or Manage to change add-ons
Next subscription
What renews after your current period ends: plan, number of licenses, billing cycle, license cost per month, effective dates, add-ons, and your next invoice date and amount
Check that scheduled changes, such as fewer licenses, are correct before you renew
Plan benefits
Every plan and its price per license, with your current plan marked, plus the features your current plan includes
Click Compare plans for a side-by-side view before you switch — see also Account Plans
From this tab you can also:
- Change your plan, licenses, billing cycle or add-ons: Click Update Subscription. See Change Your Plan, Licenses, or Billing Cycle.
- Pause or cancel your account: Scroll to the bottom of the tab and click Cancel subscription. See Pause or Cancel Your Account.
The Payment Info Tab
Section
What it shows
What you can do there
Payment method
The card you're billed on
Update your card
Billing information
Name, phone, email, company, address, country and tax ID
Update your address, tax ID or tax exemption
Previous invoices
Each invoice's number, billing date, status and description
Open, download or pay an invoice
For step-by-step instructions, see Update Payment Details and View Invoices.
For how billing cycles, renewals and refunds work, see Understand Billing, Renewals, and Refunds.
Need help? Contact support at customercare@pipelinecrm.com.