Billing Overview
The Billing page is where you view your current plan, monitor employee and storage usage, upgrade your subscription, review past purchases, and submit offline payment requests. It is part of the Settings hub and is accessible to company administrators.
Who Can Use It
Company Admin.
How to Access
Navigation: Sidebar → Settings → Billing
URL: /account/settings/billing
The Settings hub opens on Company Settings. Pick Billing from the settings navigation list at the bottom of the sidebar.
Tabs
The Billing page is organised into three tabs:
| Tab | Purpose |
|---|---|
| Plan Details | Shows your current plan, employee count, storage usage, and the Upgrade Plan action. |
| Purchase History | Lists all past transactions for your workspace. |
| Offline Request | Submit a manual or offline payment request for processing by the PMSuite team. |
Plan Details
The Plan Details tab displays a summary of your workspace subscription:
- Current Plan -- the plan your workspace is on.
- Employee Count -- the number of active employees in your workspace.
- Storage Usage -- how much of your included storage allocation has been used.
Upgrade Plan
Click Upgrade Plan on this tab to move to a higher tier. When upgrading, you pay only the difference between what you already paid and the new plan price.
After initiating an upgrade, the payment gateway processes the transaction. If the payment completes successfully, the new plan takes effect immediately. If a payment does not go through, the upgrade stays pending -- check the Purchase History tab or retry the payment.
Note: Plan checkout labels and feature cards reflect the current plan lineup. White-label capabilities are not included in Starter or Professional tiers; they are available as a separate add-on.
Purchase History
The Purchase History tab lists every completed and pending transaction for your workspace. Use it to confirm payment dates, amounts, and statuses.
Offline Request
The Offline Request tab lets you submit a payment request when you need to pay outside the standard online gateways (for example, via bank transfer or cheque). The PMSuite team reviews and reconciles offline requests manually.
To submit an offline request:
- Open the Offline Request tab.
- Fill in the required payment details.
- Submit the request.
You will see the request status update once the team processes it.
Effect on Other Features
- Employee limits -- your plan determines the maximum number of active employees. Reaching the limit prevents adding new employees until you upgrade or deactivate existing ones.
- Storage limits -- file uploads across all modules (Knowledge Base, project files, task attachments, chat) count toward your storage quota. When storage is full, new uploads are blocked until you free space or upgrade.
- Payment gateways -- online upgrade payments use the gateway configured in Settings → Payment Credentials. For supported gateways, see Payment Gateways.
Limitations
| Limitation | Workaround |
|---|---|
| Storage quota cannot be increased independently of the plan tier. | Delete unused files or upgrade to a plan with more storage. |
| Offline requests require manual processing by the PMSuite team. | Use an online payment gateway for instant activation. |
| If an upgrade payment fails silently, the plan stays unchanged. | Check Purchase History for the failed transaction and retry, or use a different payment method. |
Troubleshooting
| Symptom | Resolution |
|---|---|
| Upgrade button does not respond. | Verify that a payment gateway is configured in Settings → Payment Credentials, then retry. |
| Storage shows full but you have deleted files. | Storage recalculation may take a few minutes. Refresh the Billing page. If usage still appears full, contact support. |
| Offline request stays pending. | Offline requests are processed manually. If it remains pending beyond the expected window, contact support with your request reference. |