Subscription

Subscription management allows workspace admins to manage your subscription plan, view billing history, track credit usage, and configure subscription settings. By actively managing your subscription, you can optimize costs, ensure uninterrupted service, and scale resources according to your team's needs.

Effective subscription management helps you avoid unexpected charges, maximize savings through annual billing, and ensure your workspace has the resources it needs to operate efficiently.

Overview

The Subscription section provides comprehensive tools for managing your workspace's financial and resource allocation.

What you can do:

• View subscription details – See your current plan, billing frequency, and active status

• Monitor credit and seat usage – Track remaining AI credits and occupied member seats in real time

• Manage extra capacity – Add extra credits or seats as your team grows

• Switch to annual billing – Save significantly with yearly payment discounts

• Manage billing & invoices – Update payment methods and download invoice receipts

• Cancel subscription – End your subscription while retaining access until period end

Prerequisites

To manage subscription settings, you need:

• Admin or Owner role in your workspace

• Access to Workspace administration

• Payment method configured (for paid plans)

Only Admins and Owners can modify subscription settings. Other users can view but not edit subscription information.

Accessing subscription management

To manage your subscription:

1. Click Subscription in the left sidebar

2. The Manage subscription page opens

Page structure

The page is organized into four main tabs:

1. Overview – Plan summary, usage progress bars, and plan change options

2. Extras – Management of extra AI credits and extra user seats

3. Billing – Payment method configuration and invoice history

4. Settings – Subscription cancellation options

Page header:

• Title: "Manage subscription"

• Description: "Manage your subscription and resources"

• Upgrade my plan button: Top right button to upgrade or switch your plan

Overview tab

Subscription overview card

Displays your active plan information and resource consumption:

Current plan

• Plan name & status: e.g., "Team Starter" with an Active badge

• Rate & users: e.g., "€159 per month" and "10 users included · Automatic renewal on -"

Resource usage bars

• AI Credits / month: Shows consumed credits vs monthly quota (e.g., "6.8M / 28M credits used"). Click Get more credit to add extra credits.

• User Seats: Shows assigned seats vs total included seats (e.g., "8 / 10 seats occupied"). Click Add more seats to adjust seat capacity.

Change plan section

Displays available subscription tiers directly below your current plan:

• Pro: For individual use and solo entrepreneurs (€18/month billed annually or €24 billed monthly)

• Team Starter: For small teams (current plan)

• Team Growth: For growing teams (€649/month billed annually or €769 billed monthly)

• Tailored offer: For large organizations from 100 to 10k+ users (with Contact sales button)

Switch to yearly billing section

Displayed when you are on a monthly plan and eligible for annual savings:

• Badge: "Save 20%"

• Description: "Upgrade to yearly billing and enjoy significant savings with no monthly payment hassles."

• Savings: Estimated savings displayed (e.g., "Save 1.7K€ per year")

• Benefits: Significant cost savings, no monthly payment hassles, and price guaranteed for the year

• Switch to Yearly button: Click to immediately schedule your next billing cycle as yearly

Extras tab

The Extras tab centralizes your additional capacity beyond your base plan limits:

• Extra credits: Displays your current extra credit balance or "None". Click Add extra credits to purchase additional credits.

• Extra seats: Displays your current extra seat count or "None". Click Add extra seats to add user capacity.

Note: Extra credits and seats are billed monthly on a separate invoice, independent of your base plan.

Managing seats and AI credits

Adding extra AI credits

Click Get more credit from the Overview tab or Add extra credits from the Extras tab to open the modal:

1. Use the slider to select your additional monthly credit limit: +5M, +10M, +25M, +50M, +100M, +250M, +500M, +1B.

2. If your account is managed manually, click Contact Swiftask to submit your request.

3. Click Confirm to apply changes.

Managing user seats

Click Add more seats from the Overview tab or Add extra seats from the Extras tab to open the modal:

1. View your base included seats (e.g., 10 seats included for Team Starter).

2. Use the + and - controls to increment or decrement your total seat count.

3. Click Confirm to validate.

Billing tab

Payment method

Manage your billing payment options:

• Click Add payment method to configure a credit or debit card securely

• Update or replace active payment information anytime

Invoices section

Lists all generated billing invoices for your workspace:

• Date: Date of invoice issue

• Label: Plan or service description

• Invoice Total: Total billed amount

• Status: Payment state (Paid, Open, etc.)

• Action: Download PDF invoice for accounting records

Settings tab

Subscription cancellation section

Workspace admins can cancel their plan at any time:

• Notice: "You can cancel your subscription at any time. Your subscription will remain active until the end of the current billing period."

• Cancel subscription button: Starts the cancellation process

Cancellation process

1. Click Cancel subscription

2. Select your cancellation reason in the prompt modal

3. Confirm cancellation

4. Your subscription remains active with full feature access until the end of the current billing period

Practical use cases

Case 1: Monitor AI credit usage

Objective: Ensure your workspace does not run out of monthly credits.

Steps:

1. Go to Subscription → Overview

2. Check the AI Credits / month progress bar

3. If credits are running low, click Get more credit

4. Select the desired credit increment and confirm

Case 2: Switch to annual billing

Objective: Reduce recurring costs with yearly billing.

Steps:

1. Go to Subscription → Overview

2. Locate the Switch to Yearly Billing section

3. Review the calculated yearly savings

4. Click Switch to Yearly to confirm

Case 3: Download an invoice

Objective: Retrieve past invoices for company accounting.

Steps:

1. Go to Subscription → Billing

2. In the Invoices table, find the relevant billing date

3. Click the download action button to export the invoice as PDF

Case 4: Add extra seats for new teammates

Objective: Expand user capacity beyond the base plan limit.

Steps:

1. Go to Subscription → Extras (or Overview)

2. Click Add extra seats (or Add more seats)

3. Use the counter to specify additional seat slots

4. Click Confirm to activate new seats immediately

Best practices

Usage monitoring

• Check credits regularly: Track monthly AI credit consumption on the Overview bar

• Anticipate growth: Add extra seats in advance when onboarding new team members

Billing optimization

• Switch to annual: Take advantage of 20% annual savings for ongoing workspaces

• Keep payment methods current: Avoid interrupted access by updating expiring cards

Cost control

• Separate extras billing: Remember that extra credits and seats are billed on a separate monthly invoice

• Adjust capacity dynamically: Reduce extra seats or credits when team requirements scale down

Limitations and important notes

Permissions

• Only Admins and Owners can view and modify subscription plans, extras, and billing information

Billing

• Prorated: Plan upgrades and extra capacity take effect immediately

• Separate invoicing: Extra credits and extra seats are invoiced monthly independent of base plans

Cancellation

• Grace period: Subscriptions remain fully active until the end of the current billing cycle

• Reactivation: You can reactivate before final expiration

Troubleshooting

Issue: I cannot change plans or add extras

Cause: You do not have Workspace Admin or Owner permissions.

Solution: Request access from your workspace administrator.

Issue: Extra credit slider is not interactive

Cause: Your workspace subscription is managed manually through an enterprise agreement.

Solution: Click the "Contact Swiftask" link in the modal to request credit adjustments directly.

Issue: The "Switch to Yearly" banner is not visible

Cause: Your plan is already set to yearly billing or is on a custom agreement.

Solution: Check your current billing frequency on the Overview card or contact support.

Frequently asked questions

What is the difference between monthly and annual billing?

Monthly billing charges on a recurring month-to-month basis. Annual billing bills once per year with up to 20% discount on total subscription costs.

How are extra seats and credits billed?

Extra seats and credits are billed monthly on a separate invoice, independent of whether your base plan is billed monthly or annually.

Can I cancel and reactivate my plan?

Yes. When cancelled, your plan remains active until the end of the current billing period, during which you can reactivate without loss of workspace data.

Additional resources

• Governance and workspace administration – Overview of workspace policies and user controls

• Managing members – Invite, assign roles, and manage team members

• Settings – General workspace configuration options

Ready to manage your plan? Navigate to Subscription in the left sidebar to configure your plan, extras, and billing.