Billing, plans and admin
Upgrade your plan, add seats and get invoices
The workspace Owner or a Finance member upgrades from Admin Center > Billing & Plans. Pick a plan and billing cycle, set the number of users, pay by card, and download invoices from Orders & invoices.
- Works on
- All plans
- Length
- 5 steps · about 2 min
- Last reviewed
- October 14, 2026
What you need to upgrade your plan and manage seats
- You're the workspace Owner or have the Finance role
- A payment card
- Your company's tax ID, if it has one
How to upgrade your plan and manage seats
Tick each one off as you go.0 of 5 done
Open Billing & Plans
Click your profile at the bottom of the sidebar, choose Admin Center, then click Billing & Plans.Profile menuAdmin CenterBilling & PlansAdd your billing details
Under Billing details, add the billing contact name, address and, if you have one, your tax ID. These appear on your invoices.Billing & PlansBilling detailsChoose a plan
Click Manage Plan and switch between Monthly and Annually. In the app, Pro is the Professional plan and Business is Enterprise, and each card shows the price for the billing period you picked. Click Upgrade on the one you want.Manage PlanUpgrade to Pro or BusinessYearly billing saves 25%.Set the number of users and pay
On Purchase Subscription, set Users to the number of people who need a seat, check the billing cycle and pick a card. Add a promo code if you have one, check the Order summary and complete the payment.Purchase SubscriptionUsers, Billing cycle, Payment methodYour bank may ask you to confirm the payment. Keep the window open until it's done.Download invoices
Open Orders & invoices in the same menu to see past payments and download each invoice.Admin CenterOrders & invoices
How you'll know it worked
Your new plan is active
Your workspace moves to the new plan straight away, and Caletus works out any prorated charge. The payment and its invoice show up in Orders & invoices.Look forYour new plan listed under Subscriptions in Billing & Plans
Fixes for common billing and seat problems
If it doesn't work, find what you're seeing below.- Likely causeThe number doesn't match the format for your country.FixCheck the country code at the start (for example DE, FR or AT) and enter the number exactly as it's registered.
- Likely causeOnly the workspace Owner and Finance members can change the plan, seats or payment details.FixAsk the workspace Owner to make the change, or to give you the Finance role.
- Likely causeYour bank blocked the payment, or the card details or billing address don't match what the bank has.FixCheck the card details and billing address, try another card, or ask your bank to allow the payment. Then try again.