On This Page
> resources > docs > configuration > Billing and Payments

Billing and Payments

Billing and Payments

info

The Billing & Invoices page is only accessible to users with the role of Organization Admin and an active subscription.

You can find billing in the Settings menu, under Subscription and Billing.

ProcessMind billing and payments screen

Subscription Management

In Settings → Subscription and Billing → Billing & Invoices, you can manage all aspects of your account’s billing and subscription:

  1. View Payment History: See a full history of your payments, including upcoming charges.
  2. Update or Cancel Subscription: Modify or cancel your plan as needed.
  3. Payment Methods: Update your payment method, such as adding a new credit card.
  4. Download Invoices: Access invoices from past payments.
  5. Update Business Information: Modify company details, tax ID, and purchasing contacts.
  6. Address and Contact Info: Change your billing address and personal contact details.

This section gives you complete control over your subscription and payment settings.

Managing Seats

Seats determine how many people can use each access level, and they are billed. When your team changes, the Subscription page shows any difference between your licensed seats and the seats you actually use:

  • Update seats now brings your subscription in line. On a monthly subscription the change is applied immediately; on an annual subscription you first see a Review and Confirm summary, then Confirm Changes and Yes, Confirm to apply it.
  • To give someone access, assign a seat to the user under Users; to free one up, lower their access level or deactivate them.
  • Use Go to Plans from the users page when you run out of seats.

The confirmation shows the new amount before you commit, so you can check the impact on your invoice.

Managing Add-ons

An active subscription can also be resized from the Subscription page. The Add-ons section edits the capacity packs that sit on top of your seats:

  • Portal viewer pack adds 100 portal viewers (Process Architecture and up).
  • Dashboard viewer pack adds 10 dashboard viewers (Process Intelligence and up).
  • Credit pack adds 5,000 AI credits to your monthly credits.

Review add-on changes opens the same Review and Confirm summary as a seat change, and the change is prorated the same way. Viewer packs stay reserved until you remove them; credit packs are added to your monthly credits. Before a subscription exists the Subscription page does not sell packs — the first checkout covers seats only.

info

You cannot change your payment currency or country. If you need to make this change, contact the support team.

What Happens When My Plan Expires?

When your subscription expires or a payment fails, ProcessMind keeps your data safe and helps you get back up and running:

  1. Grace period: You can keep using the app during the grace period and renew from the Renew screen shown in the app.
  2. Access restrictions: If the plan is not renewed, access to paid features is restricted, but your processes, datasets, and dashboards remain intact.
  3. Renewing: Renewing your plan restores full access to your workspace: nothing is lost.

If you need help renewing or upgrading, contact the support team. See also Plans, Seats and Usage Limits for what each plan includes, and Usage and Credits to understand how your plan’s AI credits are allocated.

Billing and Payment FAQ

To cancel your subscription, open Settings → Subscription and Billing → Billing & Invoices and click on the ‘Cancel Subscription’ button. Follow the prompts to confirm — you can optionally add a reason for cancelling to help us improve.

Yes. For an existing subscription, open Settings → Subscription and Billing → Billing & Invoices and choose Change to Monthly (or Change to Annual). The new period takes effect at the next renewal.

Yes. Annual billing starts at 15% off the monthly list price, and the rate improves as your total committed seat count grows. See the pricing page for details.

For monthly subscriptions, you will still have access to the service until the end of the current billing period. For prepaid annual subscriptions, cancellation takes effect at the end of the current subscription term. Pre-paid fees are non-refundable after the 14-day return period — see the Refund & Cancellation Policy.

To apply a discount code, go to the ‘Billing and Payments’ section in your account settings. Enter your code in the discount field and click ‘Apply’. The discount will be reflected in your next billing cycle.

Yes, you can upgrade your plan at any time. Go to your account settings, select ‘Billing and Payments’, and choose the ‘Upgrade Plan’ option. Select the new plan you wish to upgrade to and confirm your changes.

Downgrading your plan may mean you lose access to certain features or data associated with higher-tier plans. It’s recommended to review the features of the lower plan before making the change.

If you switch plans mid-cycle, the charge is prorated based on the number of days remaining in the current billing period and the cost of the new plan.

There is currently no option to pause a subscription. You can cancel and re-subscribe when you are ready to use the service again.

You can cancel at any time. A full refund is available within the 14-day return period; after that, pre-paid fees are non-refundable. For monthly subscriptions you keep access until the end of the current billing period, and for prepaid annual subscriptions until the end of the current subscription term. See the Refund & Cancellation Policy.

To update your payment method, go to the ‘Billing’ section in your account settings. Click on ‘Update Payment Method’ and enter the new payment details.

No, only one subscription is allowed per account. If you need multiple subscriptions, you will need to create separate accounts for each subscription.

If your payment fails, you receive a notification and the payment is retried automatically. If the payment continues to fail, your subscription may be suspended until the issue is resolved.

Yes, new users get a 14-day free trial — no credit card needed. When the trial ends, the workspace is locked until you choose: a paid plan, or the Process Individual plan, where one member keeps full access at demo scale (up to 10,000 events per dataset, 20 AI credits, and 5 exports per month), other members stay in the workspace with No access (an admin can move the access between existing members, and adding a new member requires a paid plan), and your data is kept. You can add paid seats whenever you are ready for the whole team.

Related Documentation

Design better processes. Build a connected architecture. Stay in control.

Get instant access with no credit card and no waiting. Turn the way your organization works into clear, connected process designs.

Build your process architecture, define ownership and controls, and align roles and responsibilities across every level.

Start your free trial and create one reliable foundation for governing, managing, and continuously improving your processes.

Get Your Free Trial Today