Review billing status and manage subscription
Use the billing dashboard to review your licence status, monitor IU usage, access the customer portal, and review recent invoices.
This guide is designed for project manager.
Steps
Step 1: Open the billing dashboard
Navigate to the Billing section of the application to view your organisation’s current billing summary, including licence details, IU usage, subscription status, and recent invoices.
Step 2: Check licence status and type
Review the licence status and type badges at the top of the dashboard to confirm whether your licence is active and which plan your organisation is currently on.
Step 3: Review IU usage and quota
Examine the IU Usage card to see how many IUs you have used, how much quota remains, and whether you are approaching any usage limits.
Step 4: Open the customer billing portal
Select the option to manage your subscription, which opens the secure customer portal in a new window where you can update payment details, change plans, or purchase top-ups.
Step 5: Confirm subscription or top-up changes
After completing checkout in the customer portal, return to the dashboard where your billing information automatically refreshes and a success or cancellation message appears depending on the outcome.
Step 6: Review recent invoices
Scroll to the invoices section to see a list of recent invoices with their statuses, allowing you to confirm successful charges and identify any outstanding payments.
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Last updated: 2025-12-26