diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md b/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md index c181536d1174..cdc84bc45cd4 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md @@ -1,34 +1,74 @@ --- -title: Subscription Management -description: How to manage your subscription +title: Manage Your Expensify Subscription +description: Learn how to manage your subscription, update billing details, cancel early, or delete a workspace in New Expensify. +keywords: [New Expensify, subscription, billing, payment card, cancel subscription, delete workspace, remove workspace, subscription settings] --- -Under the subscriptions section of your account, you can manage your payment card details, view your current plan, add a billing card, and adjust your subscription size and renewal date. +
+ +Easily manage your subscription in New Expensify—update payment details, adjust your plan, request early cancellation, or delete a workspace if needed. + +# Manage your subscription + To view or manage your subscription in New Expensify: -* **Open the App**: Launch New Expensify on your device. -* **Go to Account Settings**: Click your profile icon in the bottom-left corner. -* **Find Workspaces**: Navigate to the Workspaces section. -* **Open Subscriptions**: Click Subscription under Workspaces to view your subscription. -## Add a Payment Card +- **Open the app** on your device. +- **Click your profile icon** in the bottom-left corner. +- **Go to Workspaces.** +- **Click Subscription** under the appropriate workspace to view your current plan and settings. + +--- + +## Add a payment card + +Click **Add Payment Card** and enter your card details to ensure uninterrupted billing. + +![Screenshot of Add Payment Card option]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Default.png){:width="100%"} + +--- + +## Manage your subscription plan + +In the Subscription section, you can view and update your plan details, including: + +- **Current plan:** View your subscription type and number of seats. +- **Billing info:** See your payment method and next renewal date. +- **Auto-renew:** Check when your subscription will automatically renew (e.g., **Renews on Nov 1, 2024**). +- **Auto-increase annual seats:** See how much you could save by automatically increasing seats if your team grows. -Look for the option to **Add Payment Card**. Enter your payment card details securely to ensure uninterrupted service. -![A screenshot of adding payment card]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Default.png){:width="100%"} -## Subscription Overview +**Note:** Enabling auto-increase will extend your annual subscription end date. -This is where you can view your current subscription plan and see details like the number of seats, billing information, and the next renewal date. +![Screenshot of subscription details]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Details.png){:width="100%"} -**Subscription Settings**: - - **Auto-renew**: See when your subscription will automatically renew (e.g., **Renews on Nov 1, 2024**). -- **Auto-increase annual seats**: Here you can see how much you could save by automatically increasing seats to accommodate team members who exceed the current subscription size. +--- + +## Request early cancellation + +To request an early cancellation: + +- Go to the **Subscription** section. +- Click **Request Early Cancellation**. -**Note**: This will extend your annual subscription end date. -![A screenshot of subscription details]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Details.png){:width="100%"} -## Early Cancellation Requests +**Note:** Early cancellations aren’t available to all customers. + +![Screenshot of cancellation button]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Billing.png){:width="100%"} + +--- + +## Delete a workspace + +To permanently delete a workspace: + +1. Go to `Settings > Workspaces`. +2. Click the three dots next to the workspace name. +3. Select **Delete workspace** from the dropdown. +4. Confirm the deletion when prompted. + +**Note:** Deleting a workspace is permanent and cannot be undone. + +--- -If you need to cancel your subscription early, you can find the **Request Early Cancellation** option in the same Subscriptions section. +## Pricing information -**Note**: Not all customers are eligible to cancel their subscription early. -![A screenshot of cancellation button]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Billing.png){:width="100%"} -## Pricing Information +Visit our [Billing page](https://help.expensify.com/new-expensify/hubs/billing-and-subscriptions/) for full pricing details. -For more details on pricing plans, visit Billing Page [coming soon!] +