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Billing

Overview​

Billing shows your current plan, usage, and payment information. Upgrade plans, purchase credits, and view invoices.

Subscription Plans​

Free Plan​

  • 50 documents/month (watermarked)
  • 1 reporting agent
  • Unlimited templates, datasources, queries, and reports
  • Render Pack add-ons available
  • Community support

Starter Plan ($29/mo)​

  • 1,000 documents/month, watermark-free
  • 1 reporting agent
  • PDF form fields
  • Webhook notifications
  • Email support

Growth Plan ($99/mo)​

  • 5,000 documents/month
  • 3 reporting agents
  • Google Sheets add-on
  • Batch generation

Scale Plan ($349/mo)​

  • 25,000 documents/month
  • 10 reporting agents
  • Unlimited project members
  • Priority support with SLA

Enterprise (Contact Sales)​

  • Custom document volume
  • Custom integrations
  • Dedicated support
  • SLA guarantees
note

The Enterprise plan is a custom plan available by contacting sales. It is not self-serve.

Document Credits​

Credits let you generate documents beyond your plan limits:

Purchasing Credits​

  1. Go to Document Credits
  2. Select a credit package
  3. Complete payment
  4. Credits added immediately

Using Credits​

  • Credits are used automatically when plan quota is exceeded
  • Check balance in the dashboard widget
  • Credits never expire

Usage Tracking​

Monitor your consumption:

  • Current Period - Usage in billing cycle
  • Documents Generated - Count by format
  • Remaining - Documents left in plan

Payment Methods​

Adding a Card​

  1. Click Add Payment Method
  2. Enter card details
  3. Card is saved for future use

Managing Cards​

  • Set default payment method
  • Remove unused cards
  • Update expiring cards

Invoices​

Access billing history:

  • View all invoices
  • Download PDF invoices
  • Filter by date range
  • Check payment status

Subscription Management​

Upgrade​

  1. Click Upgrade Plan
  2. Select new plan
  3. Confirm and pay
  4. New limits apply immediately

Downgrade​

  1. Click Change Plan
  2. Select lower plan
  3. Change takes effect at next billing cycle

Cancel​

  1. Click Cancel Subscription
  2. Provide feedback (optional)
  3. Access continues until period ends

Tips​

  • Monitor usage to avoid overages
  • Buy credits in bulk for savings
  • Keep payment method current
  • Download invoices for records