You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: docs/workspaces-and-users/billing-and-plans.md
+14-13Lines changed: 14 additions & 13 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -44,7 +44,7 @@ For example, you might upgrade with 50 seats, assign 45 to current Admins and Me
44
44
45
45
On Pro and Business plans, every paid seat includes 5 Guest slots. These Guest slots are pooled at the workspace level, just like seats. If you have 20 paid seats, you get 100 Guest slots total (20 × 5).
46
46
47
-
This does not apply to the Enterprise Grid. There, all users are billable seats at the instance level regardless of role. The rationale is that GAC (Granular Access Control) is coming on Enterprise Grid, which lets you define custom permissions for any role. This means our preset system-defined roles no longer apply in the same way. Plus, your Enterprise Grid license isn't tied to a single workspace. You can have multiple workspaces with Enterprise features turned on.
47
+
This does not apply to the Enterprise Grid. All users are billable seats at the instance level regardless of role. This is because Enterprise Grid will include Global Access Control, which lets you define custom permissions for any role. This means our preset system-defined roles no longer apply in the same way. Plus, your Enterprise Grid license isn't tied to a single workspace. You can have multiple workspaces with Enterprise features turned on.
2. The charge is attempted on your payment method.
99
99
3. If successful, your subscription continues.
100
-
4. If unsuccessful, Stripe retries the payment 3–5 times over 14 days.
100
+
4. If unsuccessful, Stripe retries the payment 3-5 times over 14 days.
101
101
5. After 14 days of failed attempts, the subscription is automatically cancelled.
102
102
103
103
You receive email alerts before each billing attempt and after failed payments.
104
104
105
105
### Mid-cycle changes
106
106
107
-
**Billing frequency changes** (monthly to annual, or vice versa) take effect at your next billing cycle. You can request this change from **Workspace Settings > Billing & Plans > Manage Subscription**.
107
+
**Billing frequency changes** (monthly to annual, or vice versa) take effect at your next billing cycle. You can request this change from **Workspace Settings > Billing and plans > Manage Subscription**.
108
108
109
109
On Cloud, the change happens automatically. On self-hosted instances, you accept the change in the Stripe portal, then return to Plane and click [Sync plan](/workspaces-and-users/manage-licenses#sync-plan) from Workspace Settings to apply the changes locally.
110
110
@@ -132,7 +132,7 @@ The downgrade takes effect at the end of your current billing cycle. You keep ac
132
132
133
133
### Cancel and return to the Free plan
134
134
135
-
1. Go to **Workspace Settings > Billing & Plans**.
135
+
1. Go to **Workspace Settings > Billing and Plans**.
136
136
2. Click **Manage Subscription**. This opens the Stripe portal.
137
137
3. Click **Cancel subscription**.
138
138
4. Confirm the cancellation.
@@ -155,7 +155,8 @@ After 14 days, your workspace automatically reverts to the Free plan if you have
155
155
156
156
The Free plan supports up to 12 seats.
157
157
158
-
**Grandfathered workspaces** — Cloud workspaces on the Free tier before v1.3.0 were grandfathered at their current seat count. If you had 20 Admins and Members when the limit was introduced, your Free workspace retains 20 seats.
158
+
**Grandfathered workspaces**
159
+
Cloud workspaces on the Free tier before v1.3.0 were grandfathered at their current seat count. If you had 20 Admins and Members when the limit was introduced, your Free workspace retains 20 seats.
159
160
160
161
Grandfathered workspaces keep their higher seat count until you manually remove seats. Once you drop to 12 seats, you lose grandfathered status and cannot add seats without upgrading.
161
162
@@ -165,29 +166,29 @@ If you upgrade a grandfathered workspace to a paid plan, you're charged for all
165
166
166
167
Plane AI uses a separate credit-based system for AI features. Credits measure the computational work required for AI tasks, from quick queries to bulk automations.
167
168
168
-
Each plan includes monthly AI credits per seat that pool at the workspace level. AI credits are separate from your seat-based subscription — you can run out of AI credits without affecting your paid seats, and vice versa. Learn more about [how AI credits work](/ai/plane-ai-credits) including consumption rates, rollover policies, and top-up options.
169
+
Each plan includes monthly AI credits per seat that pool at the workspace level. AI credits are separate from your seat-based subscription - you can run out of AI credits without affecting your paid seats, and vice versa. Learn more about [how AI credits work](/ai/plane-ai-credits) including consumption rates, rollover policies, and top-up options.
169
170
170
171
## Payment and invoicing
171
172
172
173
### Payment methods
173
174
174
175
Plane requires a payment method on file for all paid subscriptions created through the standard upgrade flow. Stripe (Plane's payment processor) doesn't allow removing all payment methods once a subscription is active.
175
176
176
-
You can update your payment method anytime from **Workspace Settings > Billing & Plans > Manage Subscription**.
177
+
You can update your payment method anytime from **Workspace Settings > Billing and plans > Manage Subscription**.
177
178
178
179
### Download invoices
179
180
180
-
All invoices are available from **Workspace Settings > Billing & Plans > Manage Subscription**. You can view and download past invoices for accounting purposes.
181
+
All invoices are available from **Workspace Settings > Billing and plans > Manage Subscription**. You can view and download past invoices for accounting purposes.
181
182
182
183
### Failed payments
183
184
184
-
When a payment fails, Stripe attempts to collect payment 3–5 times over 14 days. You receive email notifications after each failed attempt.
185
+
When a payment fails, Stripe attempts to collect payment 3-5 times over 14 days. You receive email notifications after each failed attempt.
185
186
186
187
If all payment attempts fail, Cloud workspaces are cancelled after 14 days. Self-hosted workspaces are cancelled 7 days after the failed payment cycle.
187
188
188
189
## Unpaid bills
189
190
190
-
If you have an active subscription with unpaid invoices, you receive a 30-day notice to clear the balance. After 30 days, your workspace enters a restricted state where all members except Workspace Admins are locked out. Workspace Admins can access **Workspace Settings > Billing & Plans** but no project work is accessible until bills are paid.
191
+
If you have an active subscription with unpaid invoices, you receive a 30-day notice to clear the balance. After 30 days, your workspace enters a restricted state where all members except Workspace Admins are locked out. Workspace Admins can access **Billing and plans** page, but no project work is accessible until bills are paid.
191
192
192
193
Once you pay outstanding invoices, full workspace access is restored immediately.
193
194
@@ -196,13 +197,13 @@ Once you pay outstanding invoices, full workspace access is restored immediately
196
197
Most billing mechanics work identically across Cloud and self-hosted instances, with a few key differences:
197
198
198
199
**License activation**
199
-
Self-hosted instances require [license key activation](/workspaces-and-users/manage-licenses#activate-license). Each license key unlocks one workspace on one instance. Cloud workspaces activate directly through the Stripe integration.
200
+
Self-hosted instances require [license key activation](https://developers.plane.so/self-hosting/manage/manage-licenses/activate-pro-and-business). On Pro and Business, each license key unlocks one workspace on one instance. On Enterprise, the license activates at the instance level, covering all workspaces within it. Cloud workspaces activate directly through the billing portal. There is no need to activate using a license key.
200
201
201
202
**Plan changes**
202
-
Cloud workspaces handle plan changes (upgrades, frequency changes) automatically. Self-hosted instances require using [Sync plan](/workspaces-and-users/manage-licenses#sync-plan) from Workspace Settings after accepting changes in the Stripe portal.
203
+
Cloud workspaces handle plan changes (upgrades, frequency changes) automatically. Self-hosted instances require using [Sync plan](/workspaces-and-users/manage-licenses#sync-plan) from Workspace Settings after accepting changes in the billing portal.
203
204
204
205
**License portability**
205
-
Self-hosted license keys are tied to both a workspace and a machine. If you switch servers or workspaces, you must [delink your license key](/workspaces-and-users/manage-licenses#delink-license-key) from the old workspace before reactivating it elsewhere.
206
+
On Pro and Business, license keys are tied to both a workspace and a machine. If you switch servers or workspaces, you must [delink your license key](https://developers.plane.so/self-hosting/manage/manage-licenses/activate-pro-and-business#delink-license-key) from the old workspace before reactivating it elsewhere. On Enterprise Grid, [license activation](https://developers.plane.so/self-hosting/manage/manage-licenses/activate-enterprise) and delinking happens at the instance level through [God mode](https://developers.plane.so/self-hosting/govern/instance-admin).
0 commit comments