The Plans & Billing tab is where an Administrator sees the plan, the seat count and the next bill. It is also where you change the card, the billing contacts and the invoice details.
Only Administrators can open it. Billing is per workspace, so each workspace has its own tab.
Example: a compliance team on the Professional plan is getting ready for a SOC 2 audit. Its Administrator checks the seat count before control owners join, adds the finance team as billing contacts and downloads last quarter's invoices.
Plan Availability | All plan types. |
Permissions | Administrators. |
Platform | Web |
Related Reading |
Not here for the billing page?
Most readers of this page have one of these tasks. Each line opens the article that answers it.
A payment failed or the workspace was deactivated: See Failed or late payments.
Cancel the workspace: See Canceling Your SmartSuite Workspace.
Upgrade from the trial: See Select a Plan.
Plan prices and limits: See SmartSuite Plans, Features and Pricing.
A refund: See Refund policy.
Opening Plans & Billing
Select your profile icon in the upper-right corner.
Select Workspace Administration.
Select the Plans & Billing tab. The page opens on your plan profile.
Note: If you do not see Workspace Administration, you are not an Administrator. Ask an Administrator of your workspace to make the change.
What the page shows
Section. | What it shows. |
Current Plan. | Your plan: Team, Professional or Enterprise. |
Licensed Members. | How many active, licensed members you have. |
Billing Cycle. | Monthly or annual billing. |
Member Since. | The month and year the workspace joined. |
Next Bill Date/Amount. | The date and amount of the next charge. |
Payment Total on Date. | The amount owed and its due date. |
User History Chart. | Monthly active users since the workspace started. |
Cancel Workspace. | Cancels the workspace at the end of the billing period. |
Every member can see the plan name too. It shows on the home page next to your workspace name.
How billing works
Billing is per workspace. Each workspace is billed on its own.
A member of two workspaces counts as a member in each one.
An invited member is billed once they accept the invitation.
Upgrading from a trial starts charges for every member with a role.
See SmartSuite Billing Basics for seats, proration and billing cycles.
Managing billing contacts
The Account Owner is the default billing contact. That is the Administrator who created the workspace. You can add up to 5 contacts, and they do not need to be members.
On the Plans & Billing tab, select Manage Billing Contacts.
Add or remove contacts.
Keep at least one contact on the list.
Updating payment information
Go to the Payment Information section.
Select Edit.
Change the credit card, the billing address or the additional invoice details, such as a VAT number.
Save your changes.
Tip: Text you add to Additional Invoice Details prints on every future invoice. Use it for a purchase order number your finance team needs.
Viewing billing history
The Billing History section lists every invoice. Scroll down for older ones. Select an invoice number to download it as a PDF.
Frequently asked questions
Who can see the Plans & Billing tab?
Who can see the Plans & Billing tab?
Only Administrators can see and change the Plans & Billing tab. Other members see only the plan name on the home page.
How many billing contacts can I add?
How many billing contacts can I add?
You can add up to 5 billing contacts on the Plans & Billing tab. They do not need to be SmartSuite members, and at least one must stay on the list.
Where do I add a VAT number to my invoices?
Where do I add a VAT number to my invoices?
Add it in Payment Information, under Additional Invoice Details. The text appears on every future invoice.
Am I billed for a member I invited who has not joined?
Am I billed for a member I invited who has not joined?
No, an invited member is not billed until they accept the invitation. After that they count toward your licensed members.
Where do I change my plan or seats?
Where do I change my plan or seats?
Use Change Plan on the Plans & Billing tab. See Upgrade or Downgrade Your Plan and Add or reduce paid seats.
Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.
Last verified 1 Nov 2026.