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Plan and billing

See your self-serve plan, seats, charges and invoices, and let workspace admins start the plan, change seats, pay a failed invoice, download data, manage billing in Stripe or ask for the managed service.

Updated Sep 29, 2026 8 steps 12 questions answeredOpen this page in the platform
On this page

Overview

Plan and billing is the billing home for a self-serve SalesHive workspace. It shows your plan, price per seat, status, seats in use, monthly total, key dates, what each seat includes and your recent invoices. Workspace admins use it to start the plan, change seats right on the page, update payment, open Stripe billing and ask SalesHive to run outbound for them as a managed service. Other members can read it. The page only exists for self-serve workspaces; managed clients keep using Client Billing.

How to use this page

  1. Check your plan at a glance

    The top card shows the plan name, your workspace, the price per seat and a status pill: Not started, Free trial, Active, Ending, Past due, Paused or Canceled. Below it you see Seats (in use of purchased), Monthly total, the trial end, renewal or end date, and the estimated first or next charge.

  2. Finish setting up your workspace

    While your plan is running and setup is not finished, admins see a Get your workspace set up card with how many steps are done and the next one. Click Continue setup to open the Get set up checklist. The card goes away once every step is done.

  3. Start your plan

    If the plan has not started, the Start your plan card appears. Use the minus and plus buttons to pick your seats; the monthly total updates as you go. Click Start free trial (or Continue to checkout when no trial applies) to finish in Stripe. Pick at least as many seats as you have members so everyone keeps access.

  4. Change your seats

    Once the plan is running, click Change seats. A panel opens with the new seat count, your current seats and how many are in use. Use minus and plus to set the count; the panel shows the new monthly total, the difference and how the change is billed. Click Save seats to apply it straight away, or Cancel to close without changes.

  5. Update payment or manage billing

    When a payment has failed, click Update payment to replace your card in Stripe; you come back here after. Click Pay invoice to open the unpaid invoice in Stripe and pay it now. Click Manage billing to open Stripe, where you can update your card and billing details, download invoices or cancel the plan.

  6. Download your data

    While the workspace is paused or canceled, a Your data card appears. Click Contacts CSV, Deals CSV or Meetings CSV to download a copy. Only workspace admins and SalesHive staff see the download buttons.

  7. Ask about the managed service

    In the Want SalesHive to run it for you? card, click Ask about managed service. Add a note about what you would like help with if you like, then click Send request (or Cancel). The card then shows the date you asked. When our team has your proposal ready, the card changes to Your managed service proposal is ready; click Open Deal Room to review and sign it.

  8. Review invoices

    The Invoices card lists your last 12 invoices with the date, a status badge and the total. Click View to open the invoice in Stripe or PDF to download it.

What the buttons do

Minus and plus (Seats)
Remove or add a seat, within the plan's seat limits. In the Change seats panel you cannot go below the number of active members.
Start free trial / Continue to checkout
Opens Stripe Checkout for the seats you picked. Start free trial shows when a trial applies; a restarted plan has no second trial.
Change seats
Opens the seat panel on this page. Shows during a trial, while active and while past due.
Save seats / Cancel
Save seats applies the new count to your plan right away; it is available once the count differs from today. Cancel closes the panel without changes.
Update payment
Opens Stripe to replace your payment method. Shows when a payment is past due or the workspace is paused.
Pay invoice
Opens the unpaid invoice on Stripe's payment page in a new tab so you can pay it now. Shows to workspace admins when a payment is past due or the workspace is paused and Stripe has an open invoice.
Manage billing
Opens the Stripe billing portal for card, billing details, invoices and cancelling.
View / PDF
Open an invoice in Stripe or download its PDF.
Continue setup
Opens the Get set up checklist. Shows to workspace admins during a trial, while active and while past due, until every setup step is done.
Contacts CSV / Deals CSV / Meetings CSV
Download a copy of the workspace's contacts, deals or meetings. Shows in the Your data card to workspace admins while the workspace is paused or canceled.
Ask about managed service / Send request
Opens a short optional note, then sends your request to the SalesHive team. Shows to workspace admins until a request has been sent.
Open Deal Room
Opens your Deal Room to review and sign the managed service proposal. Shows once the proposal is ready and your plan is running.

Common questions

Only a workspace admin sees the billing buttons. Other members can read the page and see a note asking them to contact their admin. SalesHive staff see it read-only.
You return to this page. It confirms the checkout with Stripe, which can take a few seconds, then shows your plan and opens the rest of the workspace. If it still says Stripe is confirming, reload in a minute. If you cancel checkout, nothing is charged.
During a free trial nothing is charged; your first charge reflects the new seat count. Otherwise, added seats are charged for the rest of the current billing period on your next invoice, and unused time on removed seats is credited on your next invoice.
You need at least one seat for each active member, and never fewer than the plan minimum. To go lower, remove a teammate in Users first, then change seats.
No. It is seats times the price per seat, before tax and any discount. Stripe sends the final invoice.
A monthly allowance of AI credits and data credits, shown on the page. Credits are shared across the workspace and unused credits do not roll over.
Your workspace has more active members than paid seats. Click Change seats and add seats so everyone keeps access.
Past due means the last payment did not go through. The page shows the amount owed and, when Stripe has one scheduled, the date it will try again. Click Update payment to change your card, or Pay invoice to pay the open invoice in Stripe now. Paused means payment is overdue and only this page is open until it is paid, though you can still download your data. Your data is kept and everything reopens once the payment goes through.
If it shows Ending, open Manage billing to keep it running. If it shows Canceled, your data is kept and you can download it from the Your data card; use Restart your plan to check out again. A restarted plan does not include another free trial.
Yes. The Your data card appears on this page while the workspace is paused or canceled. A workspace admin can download the contacts, deals and meetings as CSV files. Other members see a note asking them to contact their admin.
Your request and note go to the SalesHive team, who prepare a proposal and get in touch. Your plan keeps running meanwhile. Once you sign the proposal, your self-serve plan stops renewing and ends at the close of the current billing period (a free trial ends without a charge), so you are not billed for both. Your data and teammates stay in the same workspace.
It is only for self-serve workspaces. Managed and Platform Only clients see Client Billing in Settings instead.
More in Settings
API Keys Blacklist Calendar Client Billing
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