Billing, invoices and payment methods

A reference guide to the Billing page: where to find your invoices, review your subscription details, and manage your payment information.

Who can access the Billing page

The Billing page is visible to account owners only. If you don't see Billing under Settings in the sidebar, you're not the account owner for your Conduitly account. Contact whoever set up the account to check billing details.

Getting to the Billing page

Click Settings in the sidebar, then click Billing.

What's on the Billing page

The Billing page has three sections: Customer, Subscription, and Payment Method. Your invoice history appears at the bottom of the page.

Customer section

Shows the account details on file: first name, last name, company, email, phone, and industry. Click Edit to update any of these fields.

Subscription section

Shows your current plan status at a glance:

Plan name and task allowance: your current plan and total monthly task allowance (e.g. "Individual Plan | 750 Tasks")
Task usage progress bar: how many tasks you've used this billing period vs. your total allowance
Days remaining: how many days are left in the current billing period
Next Billing Date: when your next payment will be charged and your task count will reset
Status: your subscription status (e.g. "Active")
Term Start Date / Term End Date: the start and end of your current billing period

From this section you can also:

Click Change Plan to upgrade, downgrade, or adjust your task volume. See Upgrade or change your plan for a full walkthrough.
Click Cancel Subscription to cancel. See Cancellation and what happens to your workflows.

Payment Method section

Shows your current payment method on file. Click Edit Billing Address to update your billing address. Click Change Payment Method to update your payment method.

Note: If you need to update your payment method and are on invoice billing, contact our support team via the Help button in the bottom-right corner of any page.

Invoices

The Invoices tab at the bottom of the page shows your invoice history. Each row includes:

Invoice #: the invoice identifier
Date: when the invoice was issued
Method: the payment method used
Amount: the amount charged in USD
Paid On: the date payment was received, if applicable
Status: the current invoice status (e.g. "Pending")

Payments

Click the Payments tab to switch from the invoice view to a record of individual payment transactions.

Still not working?

If you have a billing question that isn't answered here, such as a charge you don't recognize or a missing invoice, contact our support team via the Help button in the bottom-right corner of any page, or email us at support@conduitly.com.

Annual vs. monthly billing
Cancellation and what happens to your workflows