- Owner or Admin access to workspace billing settings
- The current subscription, trial, invoice, and payment context
- Authority to approve plan, payment, or cancellation decisions
- A record of required seats, usage, and operational dependencies
Read the current plan first
Open Settings → Billing & usage. The Current plan card shows plan name, organization, entitlement status, trial end, cancellation-at-period-end state, or past-due grace deadline when applicable. Users can see access context; organization Owners and Admins can perform billing changes.
Do not infer a plan from a marketing page or old invoice. Use the current organization entitlement displayed in the application.
Review access before changing a subscription
- 01CurrentCurrent organization access
Start with the plan, trial, grace, cancellation, or entitlement state shown in WRKZY.
- 02MeasureUsage and capacity
Compare the relevant meter, included capacity, reset point, and operating forecast.
- 03ControlEstimate and approval
Review currency, interval, tax, credits, proration, and authority before confirming a change.
- 04ConfirmProvider confirmation
Check checkout, invoice, portal, or subscription status before repeating a timed-out request.
- 05VerifyAccess verification
Reload the billing state and test one safe capability after the subscription refresh completes.
Trial and payment states
| Visible state | Meaning | Action |
|---|---|---|
| Trial with end date | Current access is time-limited | Choose and validate the intended plan before the deadline |
| Active subscription | Provider-backed entitlement is current | Review next period and usage before changing |
| Cancel at period end | Access is scheduled to end after the current period | Reactivate before the provider deadline if the decision changes |
| Past due with grace end | Payment recovery is in progress; full access continues until the shown date, then may become read-only | Use Billing portal and resolve payment before grace expires |
| Paid plans not configured | No current public catalog can be offered | Current access remains unchanged; escalate catalog readiness rather than guessing a price |
Start or change a subscription
- Confirm the active organization, currency, and monthly or annual interval.
- Choose a plan only from the live catalog shown in Billing.
- For a new paid subscription, review the checkout disclosure and continue to the provider checkout.
- For an existing subscription change, WRKZY requests an estimate first.
- Read amount due now, tax, credits, and proration in the confirmation.
- Confirm only after the commercial decision is approved.
- Return to Billing and wait for status and entitlements to refresh.
- Verify one key capability and current usage after refresh.
Requests include duplicate-submit protection, but a browser retry is not evidence that the provider did nothing. Check status before repeating.
Billing portal, cancellation, and reactivation
Use Billing portal for the provider-managed payment experience when an external subscription exists. Cancel at the end of the billing period schedules cancellation; it is not an immediate data deletion. Reactivate subscription reverses the scheduled end where supported.
Add-ons and services
The page may show recurring add-ons and one-time services. Each change requests an estimate and confirmation. A recurring add-on refreshes entitlements after provider processing; a one-time charge is invoiced through Chargebee. Verify the resulting item state instead of relying only on the success message.
Recovery
If checkout or a change times out, do not submit again until Billing status, provider portal, and invoice state are checked. If price currency or amount differs from expectation, cancel before confirming and preserve the estimate. Escalate with organization ID, plan/item key, currency, interval, estimate time, provider request/reference if visible, and redacted error—never card data.
- Correct organization and live entitlement confirmed
- Currency and interval checked
- Estimate, tax, credits, and proration reviewed
- Provider status checked before retry
- Entitlements refreshed and one capability tested
- No payment details copied into evidence