---
title: "Manage billing"
canonical: https://workspace.socra.com/docs/admin/guides/manage-billing
---

# Manage billing

[Account owners](/docs/admin/concepts/roles-and-permissions) use the **Billing** area to manage the selected Account's commercial state.

## Billing overview

Open **Billing → Overview** to review payment information. Select **Edit** in the billing profile to update the billing details and address, then save. Changes apply to the selected Account.

## Buy or upgrade

Billing changes can charge a saved payment method or change a recurring obligation. Confirm the Account, price, currency, renewal interval, and payment method before purchase.

Open **Products → Buy or upgrade** to compare available offers, prices, billing intervals, and trials. Select **Subscribe** to review an offer and payment details before confirming the purchase. If the Account already has active access, review what the new purchase adds.

After purchase, check **Billing → Subscriptions** and [Products → Product access](/docs/admin/guides/manage-product-access).

## Subscriptions

Open **Billing → Subscriptions** to review current recurring products. Enable **Show old subscriptions** to include previous subscriptions.

Select a subscription to review its status, current period, renewal state, and items. **Cancel subscription** schedules cancellation for the end of the current billing period. If cancellation is scheduled, **Renew** continues the subscription into the next period.

## Payment methods

Open **Billing → Payment methods** to add a payment method, choose the default, or remove a saved method. The default payment method is used for subscriptions and automatic usage-credit reloads.

Admin prevents removal of the current default method. Choose another default before you remove it.

## Usage credit

Open **Billing → Usage** to review Cloud credit, activity, and service meter details. **Add to balance** charges the selected payment method and issues an invoice. Confirm that the balance and credit activity show the purchase.

Under **Auto-reload**, select **Configure**. Set the balance threshold, refill target, and optional monthly limit, then save. A payment method is required to enable automatic reloads. To stop future reloads, turn off **Enable auto-reload** and save.

## Invoices

Open **Billing → Invoices** to review invoice periods, status, and totals. Select **Open** when an invoice has a hosted page or PDF.

## Recover from a failed change

If a purchase or change fails, keep the error text. Check subscriptions, invoices, and product access before submitting again so you do not create a second purchase. Follow [Troubleshoot Admin](/docs/admin/troubleshooting) if the state remains unclear.