Billing

What it is#

Billing is what your workspace pays Projectri: which plan you are on, how many seats, projects and gigabytes you are using against that plan's ceilings, the invoices we have sent you, and the address they are made out to.

How to get there#

Money → Billing in the admin console rail. Like every console page except Security and the knowledge base, you need the ADMIN role to open it at all — a custom role holding billing.view can call the API but is bounced out of the console on arrival.

Reading the page needs billing.view. Everything that costs money or changes who the invoice is addressed to needs billing.manage: buying a plan, opening the payment portal, checking a discount code, and saving the billing details. Without it the plan cards still render, with a line at the bottom saying the permission is what is missing.

There is no plan gate. Billing is on every tier, including Free.

How to use it#

See what you are paying and what you are using#

1. Open the Overview tab.
2. The plan card gives four figures: what you are Billed per month or per year, Seats used against the seat cap, when the subscription Renews, and anything Outstanding. A trial in progress adds a line saying when it ends.
3. Below it, three meters — seats, projects and storage. A plan with no ceiling on one of them draws an empty bar and says "no limit" in words rather than drawing a full one.
4. Under the meters, a red line for any gauge you are over and an amber one for any gauge at 90% or more of its ceiling. Over is not a warning: the next invite or the next upload will be refused.
5. Recent payment activity lists the last twelve charges, refunds and failures with the message the payment processor gave.

Read your invoices#

1. Open the Invoices tab. The most recent 24 are listed.
2. Filter by status — Draft, Open, Paid, Void, Uncollectible, Refunded.
3. OVERDUE is worked out from the due date, not stored as a status. An invoice is Open and past its due date, and both facts are shown.
4. PDF opens the processor's copy when there is one.
5. Export invoices in the page header downloads a CSV. When a status filter is on it becomes Export filtered and exports only that status.

Check what your plan actually includes#

1. Open What you get. This is the resolved entitlement set for your workspace, grouped by area — the same catalogue the API enforces its gates from, so it cannot drift from what you can really do.
2. Metered rows show usage against the limit. Seats, projects and storage are point-in-time gauges; API calls and AI tokens reset monthly, and the wording differs on purpose.
3. A row reading Added to your plan was granted outside your tier, and if it has an end date the row says so. That is worth reading before a renewal.

Change plan#

1. Open Plans.
2. Choose Monthly or Yearly first. The cycle changes the price on every card, and picking the plan first would show you one price and charge another.
3. Optionally type a discount code and press Apply. What comes back is what the code is — "20% off" — never a computed final price, because the arithmetic, rounding and tax are the processor's.
4. Press Upgrade now on the plan you want. You are taken to a hosted checkout page to pay by card.
5. A plan with no price on the chosen cycle shows Request this plan instead. That dialog does not send anything anywhere — there is no plan-request endpoint. It tells you to contact us, and that is all it does.
6. Once you have been billed at least once, Manage payment appears on the Overview tab and opens the payment processor's own portal for cards, receipts and cancellation.

Change the details printed on your invoices#

1. Open Billing details.
2. Fill in billing email, legal entity name, tax or VAT ID, PO number, and the address. Each field takes up to 200 characters.
3. Press Save details. Reset puts back what was there before.

What it affects#

• Every gated feature in the product. Your tier decides which entitlement keys resolve to on, and those keys gate whole screens — billing runs, the report builder, scenarios, single sign-on. See Plans and entitlements.
• Invites and uploads. The seat and storage meters here are computed by the same helper the guards use, so the page and the refusal can never disagree. Being over the seat cap is what stops the next invite; being over the storage cap is what stops the next upload. The storage figure sums every model that holds bytes — task files, documents, ticket attachments, proofs and the rest — not just task attachments.
• What we print. The billing profile is copied onto the invoices we issue you, including the PO number if your finance team requires one.
• After a purchase. Your tier moves when the signed webhook from the payment processor arrives, not when the browser comes back. Returning to this page with a successful checkout drops the cached entitlement set so gated features stop saying "upgrade" while the payment settles.

On mobile#

This screen is web only. The phone app has an AI spend screen behind the same two keys — see AI spend — but no subscription, plan or invoice surface.

Limits and gotchas#

• Nothing on this page writes your plan directly. Paying for one does, through the processor's webhook. A workspace cannot put itself on a tier nobody sold it.
• Manage payment is deliberately hidden until you have a payment method on file. Shown earlier it would fail with "you have never been billed", which is a true sentence and a broken button.
• OPEN is the only unpaid invoice status. There is no "past due" state — lateness is a property of the due date.
• The plan list shows active plans only. If you are on a grandfathered plan it still appears as your current one, badged CURRENT, but is not offered to anyone else.
• A workspace running on tier defaults has no named plan row. The card badged CURRENT is then the first active plan on your tier, which is the same one the public pricing page leads with.

Related#

• Invoicing — billing your own clients, which is a different system entirely.
• AI spend — the other line a workspace can run up without deciding to.
• Plans and entitlements — how a tier becomes a set of switches.
• Workspace settings — country, locale and the reporting currency.