> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lancey.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing

> Manage your Lancey subscription, payment methods, and usage.

## Overview

The Billing section allows workspace admins to manage your subscription plan, view usage metrics, and add credits to your account.

<Tip>
  Only workspace admins can make changes to billing and subscription settings. Contact your admin if you need to upgrade, downgrade, or add credits.
</Tip>

## Managing your subscription

### View current plan

Your current subscription tier and features are displayed at the top of the Billing page:

| Information       | Description                     |
| ----------------- | ------------------------------- |
| **Plan name**     | Your current subscription level |
| **Billing cycle** | Monthly, annual, or custom      |
| **Usage**         | Current usage for your plan     |

### Upgrade or downgrade plan

<Steps>
  <Step title="Navigate to Billing">
    Go to **Settings → Billing** in your dashboard
  </Step>

  <Step title="View available plans">
    See all available subscription tiers with features and pricing
  </Step>

  <Step title="Select a new plan">
    Click on the plan you want to switch to
  </Step>

  <Step title="Review changes">
    Confirm the pricing impact and billing date changes
  </Step>

  <Step title="Confirm upgrade/downgrade">
    Click **Confirm** to apply the change
  </Step>
</Steps>

## Adding credits

If you need additional capacity beyond your plan:

1. Click **Add to credits balance** in the Billing section
2. Choose your credit amount
3. Complete the payment
4. Credits will be available immediately

<Warning>
  A service fee applies to credit top-ups. Review the fee amount before completing your purchase.
</Warning>

Credits roll over between billing periods, so you can use them whenever you need additional capacity.

## Usage and limits

Monitor your usage for your plan:

* **Task processing** - Number of tasks processed this cycle

## Best practices

<Accordion title="Set up automatic billing">
  Ensure automatic billing is enabled to avoid service interruptions from missed payments.
</Accordion>

<Accordion title="Update payment methods before expiration">
  Update card information before expiration dates to prevent failed transactions.
</Accordion>

<Accordion title="Contact support for volume discounts">
  If you need additional capacity, reach out to our team to discuss volume pricing options.
</Accordion>

## Troubleshooting

<Accordion title="Payment failed?">
  * Verify your payment method is current and not expired
  * Check that your billing address is correct
  * Try a different payment method
  * Contact support if the issue persists
</Accordion>

<Accordion title="I'm approaching my usage limit">
  You can:

  * Upgrade to a higher tier plan
  * Add credits for additional capacity
  * Contact support to discuss your needs
</Accordion>

<Accordion title="How do I get an invoice for my records?">
  Go to **Billing → Invoices**, find the invoice you need, and click **Download PDF**. Invoices are available for all past billing periods.
</Accordion>

<Note>
  Need billing support? Reach out via the livechat widget on our platform or [schedule a call](https://cal.com/pateladi/support) with our team for assistance.
</Note>