Managing Billing
How to update your payment method, view invoices, and change your plan.
Managing Billing
All billing management happens in Billing in the left sidebar. You'll need Owner permissions to make changes to billing settings.
Payment Method
Adding or Updating Your Card
- Go to Billing > Payment Method
- Click Update Payment Method
- Enter your card details
- Click Save
Your card is stored securely through Stripe — Doculent never sees or stores your full card number.
Payment Failures
If a payment fails (expired card, insufficient funds), you'll receive an email notification. You'll have a grace period to update your payment method before any service interruption.
Invoices
Every payment generates an invoice. To access them:
- Go to Billing > Invoices
- You'll see a list of all past invoices with dates and amounts
- Click any invoice to view or download a PDF
Invoices include a detailed breakdown of your usage for that billing period.
Need invoices sent to a specific email (like your accounting department)? You can add a billing email address in your billing settings.
Changing Your Plan
Upgrading
- Go to Billing > Plan
- Click Change Plan
- Select the plan that fits your needs
- Confirm the change
Upgrades take effect immediately. You'll be charged a prorated amount for the remainder of your current billing period.
Downgrading
Downgrades take effect at the start of your next billing period. Your current plan stays active until then, so you won't lose access to anything mid-period.
Before downgrading, check that your current usage fits within the lower plan's limits. If you have more channels or team members than the new plan allows, you'll need to adjust before the downgrade takes effect.
Cancellation
If you need to cancel your subscription:
- Go to Billing > Plan
- Click Cancel Subscription
- You'll keep access until the end of your current billing period
Your data is retained for 30 days after cancellation. If you change your mind, you can reactivate within that window and pick up right where you left off.
Questions About Billing?
If something doesn't look right on your invoice or you have questions about charges, reach out to our support team — see Getting Help.