Understand billing, upgrades, and cancellation

The owner-only Billing & plan screen shows the current WaterMark plan, active technician seats, the next charge and payment method when they can be confirmed, and paid subscription receipts. Upgrade or open the secure billing portal from the same screen.

Where: Left sidebar -> Account -> Manage company -> Money -> Billing & plan (account owner)

1. Click Account in the left sidebar, choose Manage company, find the Money section, and click Billing & plan.
2. Read Plan and Seats in the account details. The screen also shows the next charge and payment method when those facts are available.
3. Under Subscription receipts, open a Receipt link to view a paid subscription invoice when the provider supplies one.
4. On Starter, use the Upgrade button shown on this screen. If the account does not have a live subscription, use Start subscription. Either action opens hosted checkout for the price WaterMark just confirmed.
5. For an active subscription, click Change plan, update card, or cancel. WaterMark opens the secure billing portal for that company, where the owner can change the plan or cancel it.
6. Return to Billing & plan to read the current status. When a cancellation is scheduled for period end, the screen shows the date the plan ends.