Every notice box, every row, every limit counter, the credits block and each button on the plan cards of the Plan tab, explained one by one.
Last updated: September 30, 2026
You want to see, on one screen, which plan you are on, when it renews, how much you will pay and which quota is close to full. The tab carries all of that, but it spreads the information across four blocks. This guide walks through every box and every button in order.
⚠️ Note: This screen shows your own plan only. You cannot see or change the plan of a portfolio whose team you are on. In a "view as user" session no billing action is possible at all; the buttons are drawn but the action is refused.
In this article you will find:
The Credits tab is not always there: it is only drawn if your current plan includes AI. If you cannot see the tab, your plan does not cover AI.
Just under the tabs sit boxes that appear only under certain conditions. Each one calls you to an action.
An order awaiting payment. It reads "Order awaiting payment: {number} · {amount}"; tapping the number opens the order. Beside it are a Pay button and the order's last payment day ("Can be paid until {date}."). If it is not a renewal order, a Cancel button appears too; renewal orders cannot be cancelled by hand, the system manages those.
Account deletion warning. If you have scheduled your user account for deletion, a yellow box says so. While that is pending you cannot buy a plan, start a payment or change plans; you have to cancel the deletion first.
This block is the state of your subscription. Tap the heading to collapse or expand it.
Depending on your situation, information boxes appear at the top:
Below them come the information rows:
If the amount cannot be calculated, only the date is shown. If you have cancelled your subscription this row is replaced by Ends on; if you have not cancelled but the amount is unknown, it reads Renews on.
If you have no subscription at all, these rows are replaced by the plan name, the note "You don't have your own plan yet." and a New portfolio button.
At the very bottom of the block, if you have a running paid period and have not already cancelled, sits the Cancel subscription button. The details are in Cancelling a subscription and refunds.
Under the small LIMITS heading is a grid of six boxes. Each one carries a counter's name and value.
| Box | What it counts | How it is shown |
|---|---|---|
| Portfolios | Portfolios you own | usage / limit |
| Accounts per portfolio | Connected accounts in one portfolio | the plan's number only |
| Team members per portfolio | Members + pending invitations | the plan's number only |
| Contacts (total) | Contacts across all your portfolios | usage / limit |
| Active automations (total) | Published automations | usage / limit |
| Media storage (MB, total) | Files in the media library | usage / limit |
The two per-portfolio counters show no usage, because each portfolio's usage is different; you read those portfolio by portfolio on the My portfolios page. A counter with no ceiling reads Unlimited.
AI credits are not in this grid; they have their own block right below it.
If your plan does not cover AI, this block holds a single line: "AI is not included in your plan." If it does, these rows appear:
Below the rows is the note "Your plan credits renew on {date}." If you used your own key, a blue information box also states how many credits each reply took from your plan.
If buying extra credits is open on your plan and a pack is on sale, a Buy extra credits button closes the block and takes you to the Credits tab.
The block opens with a Monthly / Yearly switch. The green badge beside Yearly states the saving: a single clear value such as Save 20% or 2 months free if every plan saves the same, or Save up to 25% if they differ.
If you are in a trial, the note "If you buy before your trial ends, the remaining trial days are added to your first period." appears under the switch.
Every plan card carries, in order: the plan name, a short description, the price, a note under the price such as / month · VAT incl., then on the yearly tab a saving badge with Save X a year and X per month, and finally the list of all seven limits.
If the card reads Free instead of a price, that is the free plan. If it reads Contact us, no price has been entered for that plan in the currency you selected.
The button changes according to the relationship between your plan and that card:
There are also cases with no button at all: a plan with no price, and manual renewal on subscriptions the payment provider runs with its own subscription product. In the second case the card stays marked Current plan, because the provider handles renewal itself; manual renewal is not offered so the same period is never charged twice.
If a counter or a date on the screen is not what you expected, see The payment could not be taken or contact our Support team.
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