In one sentence
The /billing page is mission control for your subscription — it shows what you're paying for, what you're using, and the buttons to add more (or less) of any of it without leaving the app.
- Seat usage and overage cost lines are visible at all times. No reading the invoice to find out you have nine extra R&A users; the page tells you on the same row as the cost.
- AI subscription controls are one click each. Enable Managed, switch to BYOK, cancel. No CSAT survey, no two-week wait.
- Storage is buy-as-you-grow. Three sizes — 50 GB, 200 GB, 1 TB — added in seconds when the bar fills up.
Opening the billing page
Admin → Billing in the sidebar, or directly at /billing. Requires the billing.manage permission, which is admin-only by default.
The page is a single scrolling layout, top to bottom:
- Plan summary — what tier you're on, status, trial countdown if applicable
- Seat usage — Full / R&A counts, with overage cost lines
- AI subscription — current model, controls, monthly usage
- Storage — usage bar, add-on buttons
- Invoices — historical PDFs
Plan summary
The header strip shows:
- Tier name — Starter, Professional, or Business
- Status badge — Trial / Active / Past due
- Renewal date — when the next charge happens, monthly or annual
- Trial countdown — days left, only during the 30-day trial
Below the strip, two prominent links: Change tier (opens the same tier picker as the marketing site) and Update payment method (Stripe-hosted card form).
Seat usage
The most important panel. Shows two lines — Full and Read & Acknowledge — each with:
- Current count
- What's included on your tier
- Overage count and cost (if any)
Example for an org on Professional with 18 Full users and 130 R&A users:
| Seat type | Used | Included | Overage | Cost |
|---|---|---|---|---|
| Full users | 18 | 15 | +3 | 3 × $25 = $75/mo |
| R&A users | 130 | 100 | +30 (2 blocks of 25) | 2 × $75 = $150/mo |
The R&A overage is computed in blocks of 25 — buying 2 blocks covers 30 users (the system never bills for partial blocks). One block costs $75/mo on every tier.
Additional full-user prices vary by tier:
| Tier | Add'l full user / mo |
|---|---|
| Starter | $35 |
| Professional | $25 |
| Business | $22 |
A Hard cap warning appears in red on Starter and Professional once you cross the cap (10 / 30 Full users). Crossing the cap forces a tier upgrade — the system blocks the seat addition and surfaces the upgrade dialog.
AI subscription controls
A panel showing:
- Current model — Trial sample / Managed / BYOK / None
- Three buttons — Enable Managed · Enable BYOK · Cancel
The buttons are state-aware:
- On no subscription: Enable Managed and Enable BYOK show; Cancel is hidden
- On Managed: Switch to BYOK and Cancel
- On BYOK: Switch to Managed and Cancel
Switching prorates immediately. Cancelling pauses AI at the period end (the rest of the month is honored, then it's off).
For the model details, see AI: BYOK vs Managed.
AI usage panel
Below the subscription controls, the live usage strip:
- Tokens consumed this period — running total
- Bundle progress bar — only on Managed; shows where you are against the included allowance
- Active overage policy —
hard_stop/auto_buy/manual_approval/byok_migration - Buckets purchased this period — tally toward the 20-bucket monthly safety cap
- Recent calls — top 5 by spend, with feature, user, and timestamp; full log is a click away
If you hit the safety cap, a banner appears explaining that AI is paused for the rest of the period and pointing at the BYOK option for unlimited.
Storage
A progress bar showing usage vs your tier allowance, with the actual numbers underneath:
- Documents · current GB
- NCR / audit / meeting attachments · current GB
- Total used · current GB / allowance
When the bar passes 80%, an amber warning appears with three buttons:
| Button | Cost |
|---|---|
| +50 GB | $25/mo |
| +200 GB | $75/mo |
| +1 TB | $249/mo |
Storage adds prorate immediately. Removing a block requires being below the previous bracket — the system won't let you reduce storage if you'd be under-allocated.
Deleting a document doesn't free its storage immediately — controlled documents keep their version history (and the file blobs that go with it) by design, since "deleting" a v3 SOP could make audits non-reproducible. Storage frees up when the version retention window expires, configured at Admin → Documents → Retention.
Invoices
A list of past invoices, latest first. Each row:
- Invoice date and period covered
- Total amount
- Status (Paid / Past due / Refunded)
- Download PDF button — Stripe-hosted, sent to your finance email automatically
Past-due invoices show a banner at the top of the page with a Pay now button — direct to Stripe.
Worked example — overages on Professional
A Professional customer adds two new auditors and three new line operators:
- 16 → 18 full users (= +3 over the 15 included): +$75/mo
- 100 → 130 R&A (= +2 blocks): +$150/mo
- Storage bar at 78%, click +50 GB: +$25/mo
New monthly total: $499 (base) + $75 + $150 + $25 = $749/mo.
Each line shows on the next invoice, with a date stamp for when the change took effect — there's no surprise about what changed.