All Secretary guides

Settings & Billing

Billing, your plan and seats

See your plan, change it or its seats, follow your credits, and cancel. For the Owner.

Step 1

Open Billing

Only the Owner sees Billing, under Organization. Current Plan shows the plan and price, monthly or annual billing, your seats, the next bill date, and how many credits, storage and documents the plan gives.

1Open Billing

Current Plan

Team Monthly

R5,490/mo

Monthly billing · 10 seats · Next bill Nov 30, 2026

120,000 credits / month500 GB storageUnlimited documents
Cancel
Update payment method

Step 2

Change plan

Change plan lists the plans available to your organisation, monthly or annual. Pick one and the seats it should have; before confirming you see what changes and when.

2Change plan

Current Plan

Team Monthly

R5,490/mo

Monthly billing · 10 seats · Next bill Nov 30, 2026

120,000 credits / month500 GB storageUnlimited documents
Cancel
Update payment method

Step 3

Change seats

Change seats has a counter within your plan's range and the new price. More seats apply straight away: you pay the difference for the rest of the period today and get the extra credits now. Fewer seats are scheduled for the end of the period.

3Change seats

Change seats

Team Monthly · currently 10 seats

New seat count (2 to 100)

−12+R6,588/mo

Applies immediately

Seats10 → 12

Step 4

Scheduled changes

A change waiting for the end of the period shows under Current Plan with its date. Keep current seats, Keep current plan or Keep subscription undoes it.

4Scheduled changes

Current Plan

Team Monthly

R5,490/mo

Seats will change to 8 on Nov 30, 2026.

120,000 credits / month500 GB storageUnlimited documents
Update payment method

Step 5

Credits

Credits shows what is left this month, what the plan grants and when it resets. Recent activity lists each use with who used it, and each monthly grant.

5Credits

Credits

Resets monthly · Nov 1, 2026
83,412credits available

Plan grants 120,000 credits per month

Recent activity

  • Jordan Reyes · Chat message · Sonnet

    Oct 15, 2026

    −42
  • Sam Lee · Summarize · Gemini Flash

    Oct 15, 2026

    −6
  • monthly grant

    Oct 1, 2026

    +120,000

Step 6

Cancel, payment and invoices

Cancel asks you to confirm, then the subscription ends at the close of the period; you keep access until then and can press Keep subscription to stay. Update payment method changes your card, and Invoice history lists every invoice.

6Cancel, payment and invoices

Current Plan

Team Monthly

R5,490/mo

Monthly billing · 10 seats · Next bill Nov 30, 2026

120,000 credits / month500 GB storageUnlimited documents
Cancel
Update payment method