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Manage Billing

Billing is managed per Space. The Billing tab is only visible to admins and owners on a paid plan. Free-plan admins see the Plans tab instead. Members cannot access billing settings.

View Your Current Plan

Section titled “View Your Current Plan”
  1. Open Settings > Billing.

The billing page shows your plan (Free or Pro), subscription status, price per billing interval, and renewal or end date.

Change Your Plan

Section titled “Change Your Plan”
  1. Open Settings > Billing.
  2. Click Change Plan.
  3. Select a plan.

To downgrade to Free, you will complete a short feedback survey, then see a confirmation: “You can still use all the features of your current plan until [end of billing period]. You can resubscribe at any time.” Click Downgrade to confirm. No further charges are made after the downgrade date. Pro features remain active until the end of your current billing period.

Resubscribe After Cancellation

Section titled “Resubscribe After Cancellation”

If you canceled and your billing period has not ended, a warning banner appears on the Billing page showing when your subscription ends.

  1. Click Renew subscription in the warning banner.

Your subscription resumes and the cancellation is reversed. All other billing controls are disabled while a cancellation is pending - renew first to make changes.

Change Billing Interval

Section titled “Change Billing Interval”
  1. Open Settings > Billing.
  2. Click Change interval to switch between monthly and yearly billing.

Manage Paid Seats

Section titled “Manage Paid Seats”

Only admins and owners see seat management controls.

  1. Open Settings > Billing.
  2. Click Manage members to view and adjust your seats.

This opens the Members settings tab.

Update Payment Details

Section titled “Update Payment Details”

Payment method, billing address, and billing email are each updated from the Billing page.

  1. Open Settings > Billing.
  2. Click the button for what you need to update:
    • Change method - updates your payment card
    • Edit information - updates your billing address
    • Edit email - updates the email that receives invoices

View Invoices

Section titled “View Invoices”
  1. Open Settings > Billing.
  2. Scroll to the Invoices section.
  3. Click View invoice next to the invoice you need.

The invoice opens in your browser.

If Your Payment Fails

Section titled “If Your Payment Fails”

If a payment does not go through, the Billing page displays your subscription status (for example, “Past Due”) next to the plan name. Update your payment method to resolve it.

  1. Open Settings > Billing.
  2. Click Change method and enter a valid card.
  3. If the status does not clear after updating, contact team@socra.com.

Next Steps

Section titled “Next Steps”