You can access the subscription management menu by pointing the cursor on the icon in the left lower corner of the screen and clicking Subscriptions:
You will see your active subscriptions. You can manage the subscription by clicking three dots button next to Manage:
From here, you can:
Upgrade your subscription;
Downgrade your subscription;
Cancel your subscription.
You can create a new subscription by clicking the button Create new subscription:
Choose the option you need and click "Confirm":
You can also check your invoices by clicking this tab:
Overview of Roles and Permissions
GetSales distinguishes between two key roles:
Team Owner/Admin: This role is responsible for managing the team or workspace, including adding or removing team members and overseeing team activities. However, this role does not include access to billing history or invoices.
Subscription Owner: This role is specifically tied to the subscription and payment details. Only the subscription owner can view billing history, access invoices, and manage subscription-related settings.
Responsibilities of the Subscription Owner
The subscription owner has exclusive access to:
Viewing and downloading billing history and invoices.
Managing subscription plans, including upgrades or downgrades.
Receiving invoice emails directly in their registered email inbox. If you are not the subscription owner, you will need to contact the person who holds this role to access billing information.
Why Can't I See Billing History and Invoices?
If you are a team owner or admin but cannot see billing history or invoices, it is because these permissions are exclusive to the subscription owner. Being a team owner does not grant access to financial details.
Steps to Resolve Access Issues
If you need access to billing history or invoices but are not the subscription owner, follow these steps:
Identify the subscription owner for your team or workspace.
Request the subscription owner to share the required billing information or invoices.
If you are the subscription owner but cannot access invoices, ensure you are signed in with the correct email address associated with the subscription.
Related articles
Billing & Setting — plans, pricing, VAT, and team architecture overview
Payment Troubleshooting — card declined, 403 errors, renewal failures