Outcome
You will read the current subscription state from the live Billing page, complete an authorized billing action once, and verify its effective date, access, seats, and invoice result.
Navigation path
Settings > Billing & Subscription
Access
Billing changes are available to account owners, administrators, and eligible solo users. Other team members receive a read-only administrator notice.
On this page
What you will accomplish
Goals
- Interpret the live subscription state
- Review seat and payment impact
- Complete one authorized change safely
- Confirm the resulting access and receipt
Safe billing-change flow
Read the current state before changing it, then verify the result in the same page.
Current plan and status
Effective date and cost
One authorized action
Status, access, and invoice
- Current plan and statusEffective date and cost
- Effective date and costOne authorized action
- One authorized actionStatus, access, and invoice
Before you start
Data, sources, and access to prepare
- A signed-in account
- Billing permission for changes
- Approval for the intended plan, seat, payment, or cancellation decision
Prepare these details
- Identify the current plan and billing frequency
- Confirm the active paid-seat need in Team
- Obtain the authorized payment method
- Download records needed before a cancellation
- Use the amounts shown in Billing or checkout instead of guide examples
Complete the task
- 1
Open Billing
Settings
Select Billing & Subscription.
Expected result: The current account plan and billing state load.
If this does not happen: Ask the team administrator when the page shows read-only billing management.
- 2
Read the status
Billing & Subscription > plan card
Review the displayed status pill.
Expected result: You can distinguish active, trial, cancelling, cancelled, free, or payment-issue state.
If this does not happen: Refresh once if the status conflicts with a just-completed checkout.
- 3
Read the effective date
Billing & Subscription > plan card
Review the displayed renewal, cancellation, or end date.
Expected result: You know when the current state changes.
If this does not happen: Contact billing support if no date appears for a time-sensitive change.
- 4
Review seat use
Billing & Subscription > Team Seats
Compare used paid seats with the seat limit.
Expected result: The current capacity requirement is understood.
If this does not happen: Open Team to include pending invitations before changing capacity.
- 5
Review the payment method
Billing & Subscription > Payment Method
Inspect the displayed card status and expiry.
Expected result: You know whether the method is ready for the next charge.
If this does not happen: Use Update Card if the card is expired or otherwise needs replacement.
- 6
Open the card-update page
Billing & Subscription > Payment Method
Select Update Card once when a replacement is authorized.
Expected result: The secure payment-provider page opens in a new tab.
If this does not happen: Allow pop-ups for CREBuilder and retry once if no tab opens.
- 7
Review invoice history
Billing & Subscription > Invoice History
Find the invoice matching the intended date and amount.
Expected result: The correct invoice row is identified.
If this does not happen: Confirm account and date filters if the expected invoice is absent.
- 8
Download one invoice
Invoice History > intended row
Select Download PDF.
Expected result: The browser downloads an invoice PDF for that row.
If this does not happen: Retry after the request completes or contact support if the download repeatedly fails.
- 9
Open the available plan action
Billing & Subscription > plan card
Select the one authorized upgrade, switch, cancel, or reactivate action.
Expected result: CREBuilder displays the applicable checkout or confirmation details.
If this does not happen: Stop if the action or terms differ from the approved change.
- 10
Review the final terms
Checkout or confirmation
Read the amount, frequency, seat count, and effective date.
Expected result: The full impact is understood before submission.
If this does not happen: Return without submitting if any term is unexpected.
- 11
Confirm the billing action
Checkout or confirmation
Submit the approved action once.
Expected result: A success, scheduled-change, cancellation, or reactivation confirmation appears.
If this does not happen: Wait for the request to finish before trying again.
- 12
Verify the resulting state
Settings > Billing & Subscription
Reload the Billing page after confirmation.
Expected result: Plan, status, effective date, seats, and invoice history reflect the completed action.
If this does not happen: Preserve the confirmation and contact billing support if the live state remains inconsistent.
Subscription-state reference
| Displayed state | Meaning | Next check |
|---|---|---|
| Active or Trial | Access is currently available under the shown plan | Renewal date, payment method, and seat use |
| Cancelling | Renewal is off but access normally continues to the displayed end date | End date and Reactivate action |
| Cancelled or Expired | Paid access has ended | Available Reactivate or checkout path |
| Past due or Unpaid | A payment needs attention | Payment method and displayed recovery action |
| Free | No active paid subscription is shown | Available plan and live checkout terms |
| Maintenance notice | Billing mutations are temporarily paused | Wait for the notice to clear; saved work remains available as stated |
Use live commercial terms
Prices, discounts, taxes, proration, and available actions can change. The authenticated Billing and checkout screens are the authoritative terms for the account.
Verify before you finish
- The final status is understood
- The effective date is recorded
- Paid-seat capacity matches the team plan
- The payment method is ready
- The correct invoice was retained
- Only one billing submission was made
Troubleshooting and next steps
Billing controls are read-only.
Likely cause: The signed-in team role may not administer billing.
- Read the administrator notice.
- Ask the workspace owner or billing administrator to make the change.
A billing action is unavailable.
Likely cause: Billing maintenance, account state, provider handoff, or plan rules may lock that mutation.
- Read the exact notice on the Billing page.
- Wait for maintenance to end or contact billing support when directed.
The new state is not visible after checkout.
Likely cause: The subscription query may still be refreshing or the checkout may not have completed.
- Return through the checkout success flow.
- Reload Billing once.
- Contact billing support with the confirmation if the state remains inconsistent.
Final verification
- Billing & Subscription > plan card: CREBuilder displays the applicable checkout or confirmation details.
- Checkout or confirmation: The full impact is understood before submission.
- Checkout or confirmation: A success, scheduled-change, cancellation, or reactivation confirmation appears.
- Settings > Billing & Subscription: Plan, status, effective date, seats, and invoice history reflect the completed action.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.