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Overview

The Billing page lets you view your current subscription plan, upgrade or downgrade, manage your payment method, and access your billing history. Keep your billing information up to date to ensure uninterrupted access to Smartbills features. To access billing settings, navigate to Settings > Billing in the left sidebar.
Only the Owner role can manage billing settings and payment methods.

Current Plan

The top of the Billing page displays your active subscription plan along with key details:
  • Plan name: Free, Pro, or Enterprise
  • Billing cycle: Monthly or Annual
  • Next billing date: When your next payment is due
  • Seats used: How many team members are active relative to your plan’s limit

Upgrade or Downgrade

To change your plan:
  1. Click Change Plan on the Billing page
  2. Review the available plans and their features
  3. Select the plan you want to switch to
  4. Confirm the change
Upgrading takes effect immediately. You are charged a prorated amount for the remainder of the current billing cycle. Downgrading takes effect at the end of your current billing cycle. You retain access to your current plan’s features until then.
Switching from monthly to annual billing saves up to 20%. Click Switch to Annual on the plan details to make the change.

Payment Method

View Payment Method

Your current payment method is displayed on the Billing page (e.g., “Visa ending in 4242”). Only the last four digits are shown for security.

Update Payment Method

  1. Click Update Payment Method
  2. Enter your new card details in the secure form
  3. Click Save
The new payment method will be used for all future charges.

Billing History

The Billing History section lists all past invoices with:
  • Date: The billing date
  • Amount: The amount charged
  • Status: Paid, Pending, or Failed
  • Invoice: A link to download the PDF invoice
Click any invoice row to download the PDF for your records or accounting.

What’s Next?

General Settings

Configure your business information

Team Management

Manage your team and seat allocation