Billing

Settings › Billing shows your plan, how much of each limit you have used, and your billing history. It is also where you choose a plan when your trial ends. Only people who manage billing can change anything here.

Your free trialCopy Anchor Link

Every new organization starts with a free 14-day trial of the Business plan. The Business trial card at the bottom of the sidebar shows how many days are left. Select View plans to open this page. Agiled emails the owner a few days before the trial ends.

When your trial endsCopy Anchor Link

Your organization opens on Settings › Billing until you choose what to do. Your clients, projects, invoices, and settings are all saved. Nothing is deleted.

• Extend trial adds 7 more days. Confirm in the Extend Business trial? dialog. You can do this once per organization.
• Upgrade to Business, or any plan below it, restores full access straight away.

While the trial is over, your clients see a calm notice in the client portal saying it is temporarily unavailable and their information is safe. Payment links you already sent keep working, so clients can still pay you. Your other organizations are not affected; use Switch organization at the top of the page to move to one.

Choose or change your planCopy Anchor Link

1. Open Settings › Billing.
2. Choose Monthly or Annual to compare prices.
3. Select the plan you want and complete checkout.

You're done when Billing shows your new plan as current.

Add team seatsCopy Anchor Link

1. On the extra team seats card, enter how many seats to add.
2. Review the price and your new team limit, then select Add seats.
3. Complete checkout. If you have a discount code, enter it there.

Extra seats are available on Pro, Business, Scale, and eligible lifetime plans, but not during a trial. You can add up to 100 at a time. If you already have extra seats, select Review more seats to add more, or Manage seats to change them.

Good to knowCopy Anchor Link

• Something stopped working? Check the usage rows. If a limit such as seats, storage, AI credits, workflows, email accounts, or calendar connections is full, new items are blocked until you free space or upgrade.
• Update your card or download receipts with Manage, which opens the billing portal. Past invoices also have a PDF download on this page.
• Before moving to a smaller plan, check that your seats, storage, and connected accounts fit its limits.
• Existing paid and lifetime plans are not affected by trial changes.

RelatedCopy Anchor Link

• The client portal
• Organizations