Skip to content
Account, team & billing

Manage your plan, invoices and payment method

Use the billing controls for the selected workspace and review the live confirmation before paying.

CCorthex product guidesUpdated October 15, 20262 min read
Where to find itSettings → Billing

Before you begin

Open workspace Settings or your personal profile, depending on the setting. Organisation membership and billing access depend on your role.

Example workspace · Demo data. Illustrative plan controls. Current prices, entitlements and confirmations in your workspace take precedence. Select the image to enlarge it.
Billing controls including the billing portal and plan options

Example workspace · Demo data. Illustrative plan controls. Current prices, entitlements and confirmations in your workspace take precedence. Select the image to enlarge it.

Step by step

  1. 1

    Check the workspace and role

    Billing belongs to the current organisation and may require administrator access.

  2. 2

    Review the live plan

    Inspect current allowances, usage and offered plan options. Use the current UI rather than an old price from an article or screenshot.

  3. 3

    Open the billing portal

    Use the provided billing/payment action to manage supported invoices, payment methods and subscription changes.

  4. 4

    Read the confirmation

    Check currency, tax, billing timing and any proration shown before confirming a plan change.

  5. 5

    Verify the result

    Return to Corthex and inspect subscription/usage state and the payment provider’s invoice or confirmation.

Good to know

A plan change is a billing action, not a general Inbox undo action. Keep payment details inside the payment provider’s secure form.

Check the result

Confirm the saved change in the correct workspace. For payments or plan changes, review the actual confirmation and invoice in the billing portal.

Questions & troubleshooting

Billing looks different after switching workspaces

Each organisation has its own subscription and usage. Check the workspace before changing anything.

Was this article helpful?

Rate this guide on this device. Ratings are not sent to Corthex.