Skip to main content

​
Check the subscription that applies to your workspace

Open Settings > Subscription to view the active plan and the billing actions available to your workspace. The dashboard is the source for the plan currently attached to your company; do not rely on a historic quote, another firm’s plan, or a screenshot from a different workspace. Subscription status, billing-period, and usage information in Settings.

​
Understand a limit before you plan around it

Some features or usage types can be plan-dependent. Before committing to a high-volume workflow, confirm:
  • Which plan is active.
  • Which feature or usage type is relevant to the workflow.
  • Whether the limit applies by billing period, annual allocation, feature, or another contract term.
  • What happens when the included amount is reached.
  • Who in your firm is authorized to change the subscription.
The applicable answer can depend on your agreement and current plan configuration. Contact VisaFlo support for a written confirmation when a limit affects a client deadline, budget, or rollout decision.

​
Upgrade, downgrade, or update billing details

Use the Subscription support section to request a plan or payment-method change. Keep the confirmation from VisaFlo, then return to Subscription settings and confirm the displayed status before assuming that access or entitlements have changed.

​
When a feature appears locked

  1. Confirm that you are in the correct workspace.
  2. Review the active subscription and any visible plan status.
  3. Refresh the dashboard after a recent billing change.
  4. Check whether the feature requires additional setup, such as an enabled extension or connected provider.
  5. Contact support with the workspace name, affected feature, and screenshot if access remains unexpected.
For client invoices and payment requests, see Invoices & payments. Subscription billing and client billing are separate workflows.