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Billing and account

Manage a paid plan

Change seats or cadence in Unify Revenue and use the billing portal for payment administration.

Reading time
5 min read
Audience
Admins
Updated
Updated September 5, 2026
01

Change the plan

  1. 1

    Open Billing

    Go to Settings → Billing.

    Open this page
  2. 2

    Review the current plan

    Confirm billing cadence, seat count, and the active-member minimum.

  3. 3

    Preview a change

    Choose the new seat count or cadence and review the exact proration before confirming.

  4. 4

    Confirm

    Apply the change only after the displayed immediate charge or credit matches your expectation.

Important

Seat reductions cannot go below active membership. Archive unneeded memberships intentionally before lowering the subscription.

02

Use the billing portal

  • Update the subscription payment method.
  • Review provider-issued receipts and invoice history.
  • Schedule cancellation at the end of the billing period when offered.

Open this workflow in Unify Revenue

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.