Managing Billing

Learn how to update payment information, access invoices, and manage billing roles in your workspace.
Only workspace owners, admins, and billing admins can access and manage billing settings.Learn more about user roles:  ⁠⁠User Roles⁠ 

How to Access the Billing Section

To access the billing section:
    Click your workspace logo in the top-left corner.
    Select Settings from the menu, then scroll down to the Billing section.
From there you'll be able to:
  • Upgrade
  • View your current plan details
  • View your billing details
  • View your invoice history

How to Upgrade from Standard to Premium

In the billing section, choose Upgrade to go to the Upgrade screen.
You'll see the different plans available, their features, as well as the price for each plan (monthly or yearly).
To upgrade from Standard to Premium, click Upgrade in the Premium column.
If you'd like to upgrade to the Enterprise plan click "Let's talk" to start a conversation with us.
If you'd like to downgrade from a Premium to a Standard plan, please reach out to  support@slite.com , we'll be able to assist you with this change.

How to View Your Plan Details

In the billing section, choose Curent plan to view the details of your plan, such as:
  • your docs usage (number of docs)
  • your used storage
  • the number of active members in your workspace
  • the number of credited seats in your workspace
From there you can also click Upgrade to go to the Upgrade screen or click Cancel to cancel your subscription.

How to Switch From Monthly to Yearly Billing

To change your billing cycle from monthly to yearly, click Change billing period at the bottom of the Current Plan screen, then click Switch to yearly plan to confirm.
If you'd like to switch from a yearly to a monthly plan, please reach out to  support@slite.com , we'll be able to assist you with this change.

Manage Payment Details

In the billing section, click Billing Details to view your company information and payment method.
You can click Update information to change your company information and click Update payment method to change the credit card on file.
If you are purchasing as a company, toggle on the switch below "Is this a business purchase?" and include your VAT number.
Payment by bank transfer is possible on enterprise and annual plans. To activate this option on your account, reach out to support at  support@slite.com .

View Past Invoices

In the billing section, click Invoice History to list your past invoices. You'll be able to view their details (ID, Date, Amount, Status), and download them as PDF.

How to Add Billing Admins

Workspace owners and admins can assign Billing Admin access to team members who need visibility into payments (e.g. finance or accounting teams). To do that:
    Go to Settings > Member Management .
    Click the role dropdown menu next to the details of the user whose role you want to change.
    Select Billing Admin.
Learn more about user roles:  ⁠⁠User Roles⁠