Settings

Settings: Billing

The Billing tab in Workalizer Settings is where you manage subscription and payment for your workspace. You can view your current plan, update payment details, and handle subscription actions (e.g. upgrade, suspend, or cancel) according to your provider’s options. This guide describes the Billing section under Settings.

Where to Find Billing

Go to /settings/ and open the Billing tab. Access is typically limited to administrators or billing contacts. The billing contact can be set in General Settings.

Functionality

  • Subscription overview: View your current subscription (plan, status, renewal date). This helps you stay aware of coverage and upcoming renewals.
  • Payment and checkout: Update payment method or complete checkout flows (e.g. upgrade or new purchase) through the integrated billing provider (e.g. PayPro or your workspace’s payment processor).
  • Subscription management: Depending on your plan and provider, you may be able to suspend or cancel the subscription, or change plan tier. Use these options in line with your organization’s procurement and renewal processes.

Billing is separate from product configuration (e.g. General, Org Units and Users, Activity Labels); ensure the right people have access to the Billing tab for finance and admin control.

See Also

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