WorkestraDocs
PlatformSettings

Billing & Subscription

Manage your workspace subscription, view invoices, and handle payment methods.

Billing & Subscription

Manage your Workestra subscription, payment methods, and billing history.

Billing access is restricted to the Owner role. Admins and Members cannot view or modify billing settings.

billing settings page

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Current Plan

Your Current Plan section shows:

InformationDescription
Plan NameStarter, Professional, or Enterprise
StatusActive, Trial, Past Due, Cancelled
Renewal DateWhen your next billing cycle starts
PriceMonthly or annual subscription cost

Plan Tiers

PlanUsersModulesSupportPrice
StarterUp to 5Core onlyEmail$29/mo
ProfessionalUp to 25All modulesPriority$99/mo
EnterpriseUnlimitedAll + CustomDedicatedContact sales

Save 20% by switching to annual billing. Contact support to make the change.

Module Subscriptions

Some modules require separate subscriptions:

ModuleIncluded InAdd-on Price
CRMAll plans—
RecruitingPro, Enterprise$20/mo Starter
ProjectsAll plans—
SupportPro, Enterprise$20/mo Starter
FinancePro, Enterprise$20/mo Starter
AnalyticsEnterprise$30/mo Pro/Starter

Enabling Module Add-ons

  1. Go to Settings > Billing
  2. Click Manage Modules
  3. Toggle the modules you want to add
  4. Review the price change
  5. Confirm to activate

Module charges are prorated for the remainder of your billing cycle. You'll see the full charge on your next invoice.

Upgrade Your Plan

Upgrading

  1. Navigate to Settings > Billing
  2. Click Upgrade Plan
  3. Select your new plan
  4. Review features and pricing
  5. Enter payment details if needed
  6. Confirm the upgrade

What happens:

  • Immediate access to new features
  • Prorated charge for the remainder of the cycle
  • Next invoice shows the full new amount

Downgrading

  1. Go to Settings > Billing
  2. Click Change Plan
  3. Select a lower-tier plan
  4. Review feature restrictions
  5. Confirm the change

What happens:

  • Takes effect at the next billing cycle
  • You keep current features until then
  • If over user limit, you'll need to remove users first

Downgrading may result in data loss if you exceed the new plan's limits (users, storage, modules). Review carefully before confirming.

Payment Methods

Adding a Payment Method

  1. Go to Settings > Billing
  2. Click Payment Methods
  3. Click Add Payment Method
  4. Enter card details or connect bank account
  5. Save

Supported Payment Methods

MethodAvailability
Credit/Debit CardAll plans
Bank Transfer (ACH)US only, Professional+
SEPA Direct DebitEU only, Professional+
Invoice/Bank TransferEnterprise only

Default Payment Method

  • The first added card becomes the default
  • To change: click Make Default on another method
  • Failed payments retry using backup methods if available

Invoice History

View and download all past invoices:

  1. Navigate to Settings > Billing
  2. Scroll to Invoice History
  3. Click any invoice to view details
  4. Click Download PDF for your records

Invoice Details

Each invoice includes:

  • Invoice number and date
  • Billing period
  • Line items (subscription, add-ons, prorations)
  • Tax breakdown (if applicable)
  • Payment status

Exporting Invoices

For accounting purposes:

  1. Select invoices using checkboxes
  2. Click Export CSV for spreadsheet import
  3. Or Download All as a ZIP of PDFs

Usage Tracking

Monitor your workspace usage against plan limits:

Tracked Metrics

MetricWhere to ViewLimit Based On
Active UsersTeam Members pagePlan tier
StorageSettings > UsagePlan tier
AI TokensAI Configuration pageToken budget
API CallsSettings > UsagePlan tier

Usage Alerts

Set up alerts for approaching limits:

  1. Go to Settings > Billing > Usage Alerts
  2. Set thresholds (e.g., 80% of user limit)
  3. Choose notification method (email, in-app)
  4. Save

Tax Information

Viewing Tax

Tax appears on invoices when applicable:

  • US: Sales tax based on billing address
  • EU: VAT based on country (reverse charge for VAT-registered businesses)
  • Other: Based on local regulations

Tax Exemption

If you're tax-exempt:

  1. Go to Settings > Billing
  2. Click Tax Settings
  3. Upload your tax exemption certificate
  4. Submit for review (1-2 business days)

Cancelling Your Subscription

How to Cancel

  1. Navigate to Settings > Billing
  2. Scroll to Danger Zone
  3. Click Cancel Subscription
  4. Complete the exit survey
  5. Confirm cancellation

What Happens When You Cancel

TimelineEffect
ImmediatelyNo new charges
Until period endFull access continues
After period endWorkspace becomes read-only
30 days afterData scheduled for deletion

Export your data before the end of your billing period. After cancellation, you have 30 days to reactivate before data is permanently deleted.

Reactivating

To reactivate within 30 days:

  1. Sign in to your workspace
  2. You'll see a reactivation prompt
  3. Update payment method if needed
  4. Confirm reactivation
  5. Full access restored immediately

Billing Support

For billing questions:

Common billing support topics:

  • Incorrect charges
  • Tax questions
  • Invoice corrections
  • Refund requests

Next Steps

Roles & Permissions

Built-in roles, custom roles, multi-role assignment, per-user module access, and the permission request workflow.

Connected Accounts

Manage OAuth connections to Gmail, Outlook, GitHub, Google Calendar, and other integrations.

On this page

Billing & SubscriptionCurrent PlanPlan TiersModule SubscriptionsEnabling Module Add-onsUpgrade Your PlanUpgradingDowngradingPayment MethodsAdding a Payment MethodSupported Payment MethodsDefault Payment MethodInvoice HistoryInvoice DetailsExporting InvoicesUsage TrackingTracked MetricsUsage AlertsTax InformationViewing TaxTax ExemptionCancelling Your SubscriptionHow to CancelWhat Happens When You CancelReactivatingBilling SupportNext Steps