Managing Your Subscription
Handle all billing and subscription tasks from Settings > Billing (or the Billing link in the sidebar).
Viewing your plan
The billing page shows:
- Your current plan and pricing
- Number of seats (active users)
- Usage for active transactions, AI extractions, and team members
- Next billing date
- Payment method on file
Adding or removing seats
As your team grows or shrinks:
- Add a seat — Invite a new team member and a seat is added automatically. You'll be billed for the additional seat on your next billing cycle.
- Remove a seat — Deactivate a user in Settings > Team Members. The seat is freed up and your bill adjusts on the next cycle.
Updating payment info
Click Update Payment Method on the billing page to change your credit card or payment details.
Managing seats
Paid plans can manage seat count from Settings > Billing.
Open Manage Seats, choose the total seats you want, and confirm the change. The minimum seat count is based on your current active members and pending invitations.
Canceling
If you need to cancel your subscription:
- Go to Settings > Billing
- Click Cancel Subscription
- Your account remains active until the end of the current billing period
Your data is retained for a period after cancellation in case you want to come back.
Questions?
For billing questions or issues, reach out to hello@docjacket.com. We're happy to help.