- From the ADMIN Dashboard, select the tab for "Organization Settings." A list of different setting options will appear. Choose "Billing Settings"
2. Once here, you can select, Update Payment Method to view all subscription management options.
3. You will be given options to edit Billing & Shipping Addresses, Payment Methods, and view Billing History (and download invoices). To view your current plan, click in the white box. Depending on your plan, it will contain different text. But for this example, you would click where it says Cloverleaf Team Plan.
4. After clicking on your current subscription, you can view the plan breakup, edit your payment method, or cancel your subscription.