Manage your plan, billing and credits
See your plan, upgrade it, buy credits and open the billing portal to change your card or download invoices.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Billing is managed by the workspace owner. The plan sets limits such as tracked keywords and the daily AI budget; credits pay for extras such as AI search scans.
By the end you can
- Find your current plan
- Upgrade or change plan
- Buy credits and manage your card
Screens used
Steps
- 1
Open Billing
On: /settings/billingOpen Settings and choose Billing.
You should see: Your current plan and the plans you can move to.
- 2
Choose the currency
On: /settings/billingSet Billing currency before you subscribe. It is locked while you have an active subscription.
You should see: Prices show in your currency.
- 3
Change plan
On: /settings/billingChoose a plan and continue to the payment page. Enter your card details there yourself. If your bank asks you to confirm the payment, complete it on the payment page.
You should see: "Payment received. Your plan is being activated". Refresh after a few seconds if it has not updated.
- 4
Buy credits
On: /settings/billingPress Buy credits when you need more for scans or generation.
You should see: Your credit balance goes up after payment.
- 5
Manage billing
On: /settings/billingPress Manage billing to open the billing portal, where you can update your card, download invoices or cancel.
You should see: The billing portal opens.
Tips
- Plan changes are paused while a payment is past due. Update your card under Manage billing first.
- Team members who are not the owner see "Billing is managed by the workspace owner".
Troubleshooting
- "Checkout was cancelled. No card was charged."
- You closed the payment page before finishing. Choose the plan again when you are ready.
- You bought credits but the balance is the same.
- Refresh after a few seconds. Bought credits are added straight after payment.
- "Billing is managed by the workspace owner"
- Only the owner can change the plan or buy credits. Ask them.
One row per shot, in the same order as the guide. Estimated length 1:52, recorded signed in as Owner. Use made-up data only. How to record
Say: Manage your plan, billing and credits. See your plan, upgrade it, buy credits and open the billing portal to change your card or download invoices.
Hold until you see: Lesson title on screen for three seconds.
Say: Open Settings and choose Billing.
Hold until you see: Your current plan and the plans you can move to.
Say: Set Billing currency before you subscribe. It is locked while you have an active subscription.
Hold until you see: Prices show in your currency.
Say: Choose a plan and continue to the payment page. Enter your card details there yourself. If your bank asks you to confirm the payment, complete it on the payment page.
Hold until you see: "Payment received. Your plan is being activated". Refresh after a few seconds if it has not updated.
Say: Press Buy credits when you need more for scans or generation.
Hold until you see: Your credit balance goes up after payment.
Say: Press Manage billing to open the billing portal, where you can update your card, download invoices or cancel.
Hold until you see: The billing portal opens.
Say: That is manage your plan, billing and credits. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
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