Plans and billing tiers

Where to find it

Subscription → Plans & Features

✅ Common tasks

Compare billing tiers

1. Open Plans & Features

2. Pick a module: Simple Invoicing (tier 1), Approvals (tier 2), or Accounting Automation (tier 3)

3. Check the Features included and Not included lists for that tier

4. Review the Credit breakdown table for credits per action and per invoice

Tiers are cumulative — a higher tier always includes everything from the lower ones.

Estimate your monthly cost

1. Open Plans & Features

2. Set your monthly invoice volume with the slider or the Invoices per month field

3. Check the Estimated monthly cost shown below

4. Review the calculation: invoices × credits per invoice × price per credit

Adjusting the volume slider only updates the estimate — it never changes your actual plan.

Upgrade your billing tier

1. Open Plans & Features as an organisation Owner or Admin

2. Select the module checkbox for the higher tier you want

3. Review the updated features, credits and estimated cost

4. Click Save configuration and wait for the success message

To move to a lower tier, contact Cashfeed support — downgrades can't be saved from this page.

🔗 See also

• Billing credits and auto top-up

• Subscription billing

• Managing payment methods in the Stripe billing portal

• Understanding credit usage

• Roles and permissions