Manage billing and payments
Update payment methods, view invoices, and monitor connection usage from the admin workspace.
Before making a billing change
Use an active administrator account in the organization whose billing you intend to manage. Check the workspace identity before opening an invoice preview or payment portal, especially if you administer more than one organization.
Identify whether you are updating payment details, investigating quantity, or planning a new activation. These tasks use different evidence: the payment portal, the organization’s connection state, and the current activation preview respectively.
Access billing settings
Billing is managed in the admin workspace.
- Switch to the Admin workspace using the workspace selector.
- Open Settings from the sidebar and choose Billing.
Add or update payment methods
Payment details are required before the first production activation, including the free connection. Use Set up billing, then the Billing portal to manage payment details.
View current usage
The billing page shows your current connection count, its pricing-tier breakdown, and transfer usage across your organization. Inspect individual installation status on the Connections page.
Understand your invoice
Billing uses the organization’s authoritative connection quantity and tiered subscription price. Use Preview monthly invoice to inspect the amount due and quantity, and the Billing portal for invoices. Quantity changes can produce prorations; invoices are not a per-connection activity log.
Check a quantity that differs from your expectation
Use installation state to reconcile the count. Provider names, people, personal OAuth grants, and agent sessions are not separate billing units.
- Open Connections in the Admin workspace and identify the enabled, verified production installations.
- Exclude drafts, disabled installations, and synthetic sandbox connections from the expected quantity.
- Compare the resulting quantity with Billing and its pricing-tier breakdown.
- If an installation was recently enabled or disabled, inspect the effective change and invoice preview rather than assuming the full-month subtotal is the final amount.
Preview before changing availability
When enabling a production installation, inspect the fresh billing preview for that activation. A separate monthly invoice preview helps explain the organization’s current amount and quantity, but it does not replace the connection’s required activation confirmation.
If the preview is stale or the connection context changed, repeat the relevant checks. Completing payment setup alone does not enable the provider; consent, tool review, testing, and provider acceptance still apply.
Resolve a payment or portal problem
If the portal or setup flow reports an error, preserve the displayed error and confirm the organization and operation before retrying. Do not paste payment credentials, provider tokens, or secret configuration into a support message.
For an unexpected amount, collect the connection quantity, the time of the relevant enable or disable change, and the invoice or preview reference. Review tax and proration separately from the monthly tier calculation. The Connections page is the place to inspect individual installation state; Billing is not a per-connection activity ledger.