Change a plan or view invoices

How to do it

1. 01

   Open Settings, then Plans & billing and choose the billing area. Review your current plan, next action, and any trial or payment notice.

2. 02

   If Stripe checkout is configured, choose a plan and review its terms and totals on the provider checkout page before confirming.

3. 03

   Return to RelayDesk and use Refresh status if the updated plan is not yet visible. Review Invoices for provider-issued records.

4. 04

   Use the billing portal or cancellation control only after reviewing the effective date and any access change.