> ## Documentation Index
> Fetch the complete documentation index at: https://docs.audimate.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan & billing

> Manage your workspace subscription, payment method, and invoices, compare upgrade options, and understand cancellation and plan capacity.

Manage your subscription and billing records from **Workspace settings → Plan & billing**.

Only the workspace owner can change the subscription or manage billing.

## Plans and billing

The **Plan & billing** section is owner-only.

| Card                | What it shows                                  | Edited in     |
| ------------------- | ---------------------------------------------- | ------------- |
| **Plan**            | Current plan, price, renewal date, paid seats  | Audimate      |
| **Payment method**  | The default card, brand, last 4 digits, expiry | Stripe portal |
| **Billing details** | Legal name, billing email, address, tax IDs    | Stripe portal |
| **Invoices**        | Recent receipts, each with a **Download** link | Stripe        |

A Free workspace gets **Upgrade plan**. A paid one gets **Upgrade to Pro**, **Manage plan**,
**Manage in Stripe portal**, **Cancel plan**, and **Restore plan**. Audimate queries Stripe in real
time, and your card and billing details are edited in the Stripe portal so payment data never
touches Audimate's servers.

<Note>
  If a payment fails, the Plan card shows a **Past due** badge and an **Update payment method** button. Your workspace
  keeps its paid plan and full usage while Stripe retries, so nobody loses access mid-cycle.
</Note>

### The upgrade dialog

The dialog shows Free, Plus, and Pro side by side, each with its price, what it includes, and one
button. Your current plan's button reads **Your current plan** and is inert. Picking Plus or Pro
takes you to **Customize**. On a paid workspace the Free card reads **Manage plan**, because moving
down to Free means cancelling rather than buying. Enterprise has no self-serve checkout, so a line
under the plans opens a conversation with sales.

Anyone can open it, and only the owner can act on it. For everyone else the plan buttons read **Ask
your workspace owner**. The owner can open it any time from **Upgrade workspace**
in the workspace menu.

### Customize your plan

See [Customize your plan](/account/customize-plan) for seats, billing cadence, and when changes apply.

### Cancel and restore a subscription

Cancel a monthly or annual plan before renewal. Cancellation takes effect at the end of the current paid period and is reversible until then.

<Steps>
  <Step title="Click Cancel plan">
    A dialog summarizes what the organization loses: messages drop to the Free amount, team spaces become unavailable,
    and your caps drop to the Free plan's.
  </Step>

  <Step title="Continue to Stripe">
    Click **Continue to cancel** to open Stripe's hosted cancellation flow and confirm there. You stay on your paid plan
    until the end of the current period.
  </Step>

  <Step title="Restore at any time">
    While cancellation is scheduled, the plan card shows an **Ending** badge, a **Cancels** date, and a **Restore plan**
    button that reverses it.
  </Step>
</Steps>

When the period ends, the Free plan holds 3 people, so the owner and your two longest-standing
members keep their access. See [Suspended members](/account/members#suspended-members).

### Workflow and task board limits

Your plan caps how many workflows, task boards, and pages the organization can hold, split into two
independent numbers per type that do not share headroom.

* **Shared**: everything in **Team Library**. One pool for the whole org.
* **Private per member**: everything in **Private**. A separate cap applying to each member.

The private cap counts against whoever **owns** the file, so a transfer moves it from one person's
allowance to the other's. A file whose owner has left counts against nobody until someone claims it.
A member can hit their private cap while the team library still has room.

Moving a file changes which pool it counts against, so the destination pool must have room first.

| What you do                      | Which pool it moves to       | Blocked when               |
| -------------------------------- | ---------------------------- | -------------------------- |
| Private → Team Library           | The org's shared pool        | The shared cap is full     |
| Team Library → Private           | The **owner's** private pool | That owner is at their cap |
| Take ownership of a private item | Your own private pool        | You are at your cap        |

Sharing or unsharing a folder moves everything inside it the same way. Only a resource's **owner**
can make it private, and no org role grants that. When unsharing sweeps in files other people own,
the message names the owner at their limit rather than blaming the person doing the unshare.

Audimate blocks the action and tells you which limit you hit. Delete files in the full pool to make
room, or upgrade.

## Related

<Columns cols={2}>
  <Card title="Organization management" icon="building" href="/account/organization">
    Understand workspace roles and settings.
  </Card>

  <Card title="Plan limits" icon="scale-balanced" href="/account/plan-limits">
    Compare plan allowances and capacity.
  </Card>
</Columns>