Goal
Confirm the active subscription and take action before a resource or feature limit blocks operational work.
Prerequisites
- You are the owner or billing administrator for the active company.
- You can access Settings > Finance.
- You know which resource or feature triggered the review.
Steps
- Open Settings > Finance and find Current Plan.
- Confirm the plan name, subscription status, billing cycle, renewal or cancellation state, and any trial or grace-period message.
- Review the usage bars for vehicles, bookings this month, users, AI operations, and storage.
- Treat an unlimited value as unlimited. Do not calculate a percentage from the internal unlimited sentinel.
- Compare the available plans and their listed resource allowances and features.
- Select Upgrade or Change Plan only after confirming the target plan and billing cycle.
- Use Manage Billing or Update Payment Method for the hosted billing portal, payment method, cancellation, and provider invoices.
- Return to Finance after checkout and confirm that Current Plan and limits reflect the completed change.
- If a feature remains gated, refresh the affected screen and verify that the feature belongs to the active plan.
- Review Billing History and the upcoming invoice when you need proof of the platform subscription charge.
Expected result
The Current Plan, usage bars, feature access, payment method, and billing history agree with the active subscription.
Troubleshooting
- Usage is near or above a limit: reduce the resource or change plan before creating more records. Do not assume overage is automatically available.
- A successful checkout is not reflected: refresh Finance and confirm the billing provider completed the session before retrying.
- A feature is still unavailable: confirm the exact feature, active company, subscription status, and target plan.
- The company is in grace or locked: resolve billing from Finance. Operational mutations can be restricted while billing is unresolved.
- An AI action says limit reached: review AI Operations usage. A failed action should not be worked around by inventing an unmetered path.
- A platform invoice amount is unclear: open the hosted invoice from Billing History and compare the plan period and adjustments.