Users with the billing.manage_subscription permission (admins and super admins by default) see and act on the full page. Everyone else can still open it read-only: the controls that change the subscription, the Promo code section among them, are not shown, and a note reads You have read-only access to billing.

If your org hasn't started a subscription yet, the Upgradebutton routes to the signup wizard instead of hitting Stripe directly — Free tier orgs don't have a Stripe subscription to upgrade.

Each seat card shows:

• Assigned of total — e.g., “3 of 5 used”. The filled bar reflects what's assigned.
• Available — unassigned seats you can still invite into.
• Included vs purchased — how many came with the plan vs how many you added.
• + Add seat — fires an immediate, prorated Stripe charge and adds one seat to the org.
• – Remove — schedules one purchased seat for removal at end of cycle. Only appears when purchased > 0.

Seat changes are disabled on the Free plan: you must upgrade first. Seat add-ons are available on Pro, Business and Ultra. Admin > Usage & Limits shows the seats in use and lets you change a user's seat type.

When you schedule a downgrade or seat removal, the org keeps the higher tier (or seat) until the effective date. After the effective date, a nightly cron applies the change — Stripe updates, then the organization record flips. To reverse a pending downgrade before the date, just upgrade back — an upgrade automatically clears any pending downgrade for the same org.

Pending cancellations are different: they take effect via Stripe immediately (the subscription is set to end at period end) and show up as an amber “Your subscription ends [date]”banner at the top of the billing page. Click Undo cancellationon that banner to reverse — see the Danger zone section below for the full flow.

On the end date the workspace is locked rather than moved to another plan. Everyone who opens it sees one page instead of the app, with three things on it: Renew subscription, Export your data, and Delete workspace. Members who cannot manage billing see the same page without the renew option, and are asked to have a workspace admin renew. Nothing is deleted by the lock, and renewing puts the workspace back exactly as it was.

New paid signups typically start with a 14-day trial. A one-time $2.99 trial deposit is charged at signup checkout and is credited to your first invoice when the trial converts to a paid plan, so your first real charge is the plan price minus $2.99. While the status reads trialing:

• Full tier features are unlocked (contacts, companies, integrations, and the rest).
• During the standard 14-day trial you get a prorated share of the tier's monthly AI credits (14 of 30 days): 4,650 AI credits on Pro, 11,650 on Business, and 23,300 on Ultra, plus the same share for each Power seat you add. The Settings > My preferences > Usage page reflects this number.
• A trial longer than 14 days, from a promo code or from the Laureo team, gets the full monthly plan allowance instead: the plan's full monthly AI credits and allowances, with the AI credits counted in monthly windows from the day the trial started. The standard 14-day trial keeps its prorated share.
• The $2.99 deposit sits on file as a credit and applies automatically to your first invoice.

Right after signup you get a trial receipt email confirming the $2.99 charge, your trial end date, and the plan price that begins after the trial. A promo code can waive the deposit: then nothing is charged at signup, no trial receipt is sent, and the first invoice carries no deposit credit. Then 7 days and again 3 days before the trial ends, every workspace admin gets a reminder email showing the amount the card will be charged before any applicable tax (the plan total with the $2.99 deposit and any promo code discount already netted out) and the end date. The 3-day reminder also arrives as an in-app Trial ending in 3 days notification. On the end date the card is charged, the deposit credit applies, and your full monthly AI credits start; everything else carries over.

To cancel before the trial ends, use the Cancel subscription… button in the Danger zone card. The cancellation is scheduled for the trial end date and the subscription is never charged. The $2.99 trial deposit isn't returned.

Found below the seat cards. Controls:

• Automatic top-up: toggle. When off, AI calls stop once the monthly AI credits are used up. When on, Extra AI Credits cover AI usage from your balance.
• Monthly cap (AI credits): the most Extra AI Credits you bought that AI can use per cycle; AI credits from a promo code do not count toward it. There is no cap until you set one: a cap left blank or set to 0 means no monthly cap. A cap cannot exceed the org ceiling (1,000,000 AI credits unless a platform admin raised it).
• Auto-recharge: toggle. When on, a new pack purchase fires if the balance drops below the threshold.
• Recharge when balance drops below: the AI credits balance that triggers auto-recharge.
• Recharge amount: the pack bought each time auto-recharge runs, from 25,000 to 500,000 AI credits, charged at your plan's price for that pack.

See Extra AI Credits for the full workflow, tier discounts, expiry rules, and refund policy.

People with billing.manage_subscription see a Promo codesection: type a code, choose Check code to see what it would do, then Apply code. Below it, Promotions on this workspace lists what the workspace received. See Redeeming a Promo Code.

Manage payment method opens the Stripe Customer Portal in a new tab — there you can update your card, download invoices, and change your billing address. The button is disabled if your org has no Stripe customer yet (Free tier, pre-subscription).

When a usage metric reaches 90% of its limit, admins and super admins see one usage notice in the top bar (on a smaller screen, a card near the top of the page). It names the single metric that is furthest along and adds a button that routes to the right place:

• AI credits: the notice gives the AI credits used out of the monthly AI credits, not a percentage, for example “You have used 9,200 of 10,000 AI credits.” “Top up” opens Buy Extra AI Credits on Admin > Billing.
• Most other metrics (emails, enrichments, workflows, contacts, companies, storage, imports, lead captures, API calls): the notice gives the percentage, for example “You have used 92% of your email limit.” “Upgrade plan” opens Admin > Billing.
• Seats: reaching your seat cap is not surfaced as a notice (a full team is expected). The only prompt appears inline when you try to invite a teammate and no seat is free: you’ll see a buy-a-seat option right in the invite form.
• Dismiss: hides the notice for that metric. For a metric that resets each cycle, such as AI credits or emails, it comes back in the next billing cycle if the metric reaches 90% again. For a metric that does not reset, such as contacts or storage, it stays hidden.