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BillingBeginner

Billing, Plans & Subscription Management

Understand AxoDesk pricing tiers, manage your subscription, add seats, download invoices, and handle upgrades.

PN
Priya Nair·Customer Success
Updated April 4, 20265 min read

Step-by-Step Guide

1

View Your Current Plan

Go to Settings → Billing. You will see your current plan, billing cycle, next renewal date, and current seat count.

Screenshot: Billing overview page showing plan details

Replace with actual screenshot or diagram

2

Upgrade Your Plan

Click Upgrade Plan. A comparison modal shows the available plan features and limits. Select a plan and review the billing impact before confirming.

Tip: Discounts, annual billing terms, proration, and renewal rules depend on the current checkout provider and your agreement.

3

Add or Remove Seats

Click Manage Seats. Use the +/- controls to adjust agent seat count. Adding seats is prorated immediately. Removing seats takes effect at the next billing cycle.

4

Payment Methods

Available payment methods depend on your region, plan, and checkout provider. Go to Billing → Payment Methods to add or update the methods shown for your workspace.

5

Download Invoices

All past invoices are listed in Billing → Invoices. Click any invoice to download as PDF. Invoices include your company name, VAT/tax ID (if configured), line items, and payment status.

Screenshot: Invoice list with download buttons

Replace with actual screenshot or diagram

Tags:billingpricingplanssubscriptioninvoices

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