Your plan

What your firm is on, what it pays, every module and why you do or do not have it, your seats, and your invoices from us.

When you would use this: checking whether a module is included in what you pay for or would need adding, watching your staff-seat usage against your plan's limit, or finding a past invoice from us.

Status and price: your current status (trial, active, or otherwise), what you are billed and how often, how many active staff you have against your seat limit, and when the current period renews or ends.

Modules: every module the product offers, each marked with why you do or do not have it — in your plan, an add-on, granted to you specifically, or not included — and, where it is not included, what getting it would involve.

Managing billing: if you pay by card, a button takes you to manage your subscription directly; if nobody has started one yet and card payment is available, a button starts one. Billed manually, or nothing configured yet, the screen tells you who to contact instead of showing a broken control.

Invoices from us: your own billing history with the product itself — separate entirely from the invoices your firm sends its own customers — each with a link to view it where one exists.

When it refuses: no Your plan item in your menu means you lack the billing permission — by default this is Owner-only, so an Admin who cannot see it is not missing a bug, they are missing the capability on purpose. Ask the Owner.