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Platform Billing

Platform Billing manages your Ascent subscription, licensing, and payment information at the platform level.

Overview​

The Platform Billing module allows you to:

  • View your subscription status
  • Manage payment methods
  • View billing history
  • Upgrade or downgrade plans
  • Manage user licenses

Subscription Management​

Viewing Your Subscription​

Navigate to Platform → Billing to see your current subscription status:

  • Plan name and features
  • Billing cycle (monthly/annual)
  • Number of users/seats
  • Renewal date

Changing Plans​

To upgrade or downgrade your plan:

  1. Click Change Plan
  2. Select the desired plan
  3. Review the changes and pricing
  4. Confirm the change

Plan changes take effect:

  • Upgrades - Immediately
  • Downgrades - At the end of the current billing cycle

Payment Methods​

Adding a Payment Method​

  1. Go to Payment Methods
  2. Click Add Payment Method
  3. Enter your card or bank details
  4. Click Save

Supported Payment Methods​

  • Credit/debit cards (Visa, Mastercard, Amex)
  • ACH bank transfers (US)
  • Wire transfers (for enterprise plans)

Billing History​

View your complete billing history:

  • Invoice number
  • Date
  • Amount
  • Status
  • Download PDF

Downloading Invoices​

Click on any invoice to download a PDF copy for your records.

User Licenses​

Manage your user seat allocation:

  • View current usage
  • Add additional seats
  • Remove unused seats

Adding Seats​

  1. Click Add Seats
  2. Enter the number of additional seats
  3. Review the prorated charge
  4. Confirm

Best Practices​

  1. Keep payment info current - Update expiring cards before renewal
  2. Annual billing - Save money with annual vs monthly billing
  3. Right-size licenses - Review seat usage periodically
  4. Download invoices - Keep copies for accounting