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SmartSuite Billing Basics

Everything you need to know about your workspace and billing process

Written by Peter Novosel

Plan Availability

All plan types

Permissions

Administrators: Can manage billing and workspace settings

Related Reading

SmartSuite’s billing system is designed to be simple and efficient. This guide explains billing basics, plan options, and how to manage subscriptions.


Converting to a Paid Plan

  1. Navigate to Plans & Billing in Workspace Administration.

  2. Click Choose a Plan (for trial accounts) or Change Plan (for paid plans).

  • Upgrades from Trial accounts, or between paid plans, are billed immediately for the prorated amount based on your licensed user quantity.

  • For more details, see Upgrade or Downgrade Your Plan.


Workspaces

  • Billing is Workspace-Specific: Each SmartSuite workspace is billed separately.

  • User Profiles in Multiple Workspaces: If you belong to multiple workspaces, each workspace incurs separate charges.

  • Admin Permissions Required: Only Administrators can manage workspaces, subscription plans, and invite users that affect billing.


Subscription Plans

SmartSuite offers four plans:

Plan

Features

Team

Essential functionality, usage, and collaboration features.

Professional

Advanced features for larger teams.

Enterprise

Premium capabilities and custom solutions.

  • Plan Pricing: Each plan sets a price per user, varying by billing interval (monthly or annual).

  • Upgrades: Moving to a higher plan takes effect immediately, with prorated billing.

  • Downgrades: Applied at the start of the next billing cycle.


Billing Interval

SmartSuite offers monthly and annual billing options.

  • Start of Billing Interval: Billing occurs at the beginning of each interval for the current licensed user quantity.

  • User Changes During Interval:

    • Adding Users: New users are billed prorated for the current cycle.

    • Removing Users: Reductions affect billing at the start of the next interval.


Managing Members

  • Active Members: Billing applies to active members at the start of each interval.

  • Non-Logged-In Users: Members who are invited but haven’t logged in are not billed. Members are billed at the time of their acceptance of the invite and first login.

  • Adding Members: Adding users above your licensed count incurs prorated charges.

  • Removing Members: Reducing members below your licensed count does not immediately impact your billing. At the start of each billing cycle, you will be billed for the then-current number of active users. Unused seats can be assigned to other Members any time during the billing period, without additional charge.


For further details, visit the SmartSuite Pricing Page.

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