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Billing

The Billing section shows your current subscription plan, usage against plan limits, and options to upgrade or manage your subscription.


Viewing Your Planโ€‹

Go to Billing in the sidebar to see:

DetailDescription
Current PlanYour active subscription plan (e.g. Starter, Pro, Enterprise)
Billing CycleMonthly or annual
Next Renewal DateWhen the subscription renews
Features IncludedList of features enabled for your plan

Usage and Limitsโ€‹

Your plan defines limits on:

LimitDescription
Max LeadsMaximum number of lead records you can store
Max UsersMaximum team members in your workspace
Max FormsMaximum active forms
Max AutomationsMaximum active automation rules
API AccessWhether API access is enabled
Custom DomainWhether custom domain is available
White-LabelWhether branding customization is available

The Billing page shows your current usage vs. the limit for each category.


Upgrading Your Planโ€‹

If you have reached a limit or want access to additional features:

  1. Go to Billing โ†’ Upgrade Plan.
  2. Select the desired plan.
  3. Confirm the upgrade.

Upgrades take effect immediately. You are charged the new rate on the next billing cycle (or immediately if switching to a higher annual plan).


Cancellingโ€‹

To cancel your subscription, contact your platform administrator (the super admin).


Invoice Historyโ€‹

Go to Billing โ†’ Invoice History to download past payment receipts (PDF invoices for your subscription payments).


License Keyโ€‹

Your platform license key is managed by the super admin. If you encounter a "License Expired" warning, contact your platform administrator.


Reaching Plan Limitsโ€‹

When you approach or hit a plan limit:

  • A warning banner appears in the admin panel
  • Attempts to create new records beyond the limit will be blocked
  • Upgrade your plan to remove the limit

Contact your platform administrator if you need a temporary limit increase.