What it covers
Workspace owners can review supported self-service plans and billing controls, with price, seat quantity and GST shown before payment.
Customisation and integrations
Billing and usage
Review the workspace plan, active seats and usage before changing your subscription.
How it works
Choose the plan for this workspace
Billing and usage brings the workspace’s current plan and resource context into Settings. A workspace owner can review the capabilities a plan adds, the active membership that determines paid-seat quantity and the relevant billing controls. Starter, Professional and Business have a supported self-service review path; Enterprise is sales assisted. Starting account registration with a selected paid plan carries that choice into billing review after sign-in. Registration itself creates a Free workspace, and reviewing a plan does not activate paid access before the subscription process succeeds.
In practice
Paid prices are in Australian dollars and exclude GST. Checkout shows the active-seat quantity, tax and total before payment. Workspace subscription state governs feature access, and a plan change does not silently delete retained higher-tier business records.
When to use it
Useful situations
- Review whether the current plan includes the workflow your team needs.
- Check the active membership behind a paid-seat total.
- Choose a supported plan or open billing management as the workspace owner.
A working path
How the work moves
Confirm the workspace and owner
Open Billing and usage for the intended business. Check the current plan, subscription state and resource usage before comparing alternatives. Billing administration belongs to the current workspace owner rather than every person who can edit CRM records.
Review the proposed plan
Choose the supported plan that provides the required capabilities and review its seat quantity and tax-inclusive total in the payment flow. Use the published comparison to distinguish ordinary service work from Professional automation and Business governance.
Check the confirmed result
After payment or an allowed subscription change, return to the workspace and inspect its authoritative billing state. Treat an incomplete payment or pending change as unresolved until the workspace reports the confirmed outcome and effective access.
Illustrative scenario
Adding customer service
A Free workspace owner decides the team needs Service Desk and customer bookings. They review Starter, check their active seats and the GST total, then complete the supported payment flow before relying on the new access.
Before you start
What to check
- Billing controls depend on the configured payment service and current subscription state; Enterprise tailoring requires an agreed sales-assisted scope.
- Only the current workspace owner can manage billing. Other administrative roles do not automatically have subscription authority.
What is an active user?
A current workspace member who can sign in. Paid-seat totals follow active membership; Free supports up to two users.
Does choosing a plan during registration activate it?
No. It preserves the selected plan for a signed-in billing review. Account creation begins with a Free workspace.
Get started
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