Plans

The Billing & invoices page shows your current plan, the card your subscription renews on, your billing contact details, and a full history of every payment made for your workspace. All billing is handled per workspace — each workspace has its own plan and its own invoice history.

Only Admins can access the Billing & invoices page. Editors and Viewers do not have access to billing settings.

Opening Billing and Invoices

To reach the billing page, open your admin dashboard and select Billing from the sidebar. The page loads your current plan summary, payment method, billing contact, and invoice history automatically.

Plan Summary

The plan summary card appears at the top of the page and shows the key details of your current subscription at a glance.

The fields shown in the plan summary are:

•Plan name — displayed as Hyperdocs [plan name], for example Hyperdocs Starter.

•Status badge — shows the current state of your subscription. Possible statuses are Active, Payment in progress, Payment failed, Cancelled, Expired, and No subscription.

•Price — the amount charged per billing period, shown as a currency amount per month or per year depending on your billing interval.

•Started — the date your current subscription began.

•Renews on — the next charge date. If your subscription is set to cancel, this label changes to Access until and shows the date your access ends.

•Billing — whether your plan renews Monthly or Yearly.

If your workspace is on the free plan, the price line is replaced with the message You're on the free plan — nothing is being charged, and a See plans button appears in place of the manage button.

If your subscription is scheduled to cancel, an amber notice appears below the plan details confirming the date access ends and reminding you that you keep everything until then. You can reverse the cancellation by clicking Manage subscription.

Managing Your Subscription

Subscription changes — upgrading, downgrading, cancelling, or reactivating — are handled through the billing portal, which is operated by Hyperdocs' payment provider.

•Click Manage subscription in the plan summary card. You are redirected to the billing portal in the same tab.

•Make your changes in the billing portal — update your plan, cancel, or reactivate your subscription.

•Return to Hyperdocs when finished. Your updated plan details will be reflected on the Billing & invoices page.

If you are on the free plan, click See plans to view available paid plans and start a checkout.

Payment Method

The Payment method card shows the card currently on file for your workspace subscription.

When a card is saved, the card details shown are:

•Card brand and last four digits — for example Visa •••• 4242.

•Cardholder name — the name associated with the card.

•Expiry date — shown in MM/YY format.

If no card is on file, the card shows the message No card on file. One is saved the first time you pay for a plan.

Card details are held by the payment provider and cannot be edited directly inside Hyperdocs. To update your card, click Manage billing in the payment method card. You are taken to the billing portal where you can add or replace the card on file.

Billing Information

The Billing information card shows the contact details collected at checkout. These details are printed on every invoice issued for your workspace.

The fields displayed are:

•Name — the billing contact name.

•Email — the email address associated with the billing contact.

•Phone — the contact phone number.

•Address — the billing address, including street, city, state, postcode, and country. Any blank parts are omitted rather than shown as empty lines.

To update your billing contact details, click Manage billing from the payment method card to open the billing portal, where these details can be edited.

Billing History

The Billing history table lists every payment made for your workspace. Each row in the table shows:

•Date — when the payment was made.

•Description — what the payment was for, along with the card brand and last four digits used for that transaction.

•Amount — the total charged, shown in the currency of the transaction.

•Status — one of Successful, Processing, Action needed, Failed, or Refunded.

•Invoice button — click Invoice on any row to download a PDF invoice for that payment. The file is saved as `invoice-[payment id].pdf`.

If no payments have been made yet, the table shows the message Nothing here yet. Invoices appear as soon as a payment goes through.

Downloading an Invoice

•Open your admin dashboard and go to Billing.

•Scroll to the Billing history table and find the payment you need.

•Click Invoice on the right side of the row. The PDF downloads automatically to your device.