---
title: "Plan and Billing"
description: "View your current plan, credits, payment method, and invoices."
date: "2026-05-08"
nav_order: 4
nav_display: true
---

# Plan and Billing

Open the workspace switcher in the sidebar, choose **Manage workspace**, then select **Plan & Billing** to review the workspace plan, credit balance, payment method, and invoice history.

Billing is workspace-level. The page is visible to workspace members.

## Current Plan

The Current Plan section shows the active workspace plan.

Perspective currently displays:

- **Flex Credits** for personal or credit-based workspaces.
- **Pro Subscription** for subscription workspaces.
- The Pro tier name when a tier is attached.
- An **Active until** date when the subscription has an end date.

For non-Pro workspaces, the plan action opens the plan selection flow. For Pro workspaces, the action lets you change or resume the plan depending on subscription state.

## Credits

The Available Credits section shows the workspace credit balance and progress against the total. For Pro subscriptions, it can also show the next renewal date.

Use **Add credits** on Flex workspaces to open the same plan and credit purchase flow available from the workspace switcher.

## Payment Method

The Payment Method section shows the current workspace payment method, if one exists. Use **Add Payment Method** or **Change Payment Method** to open the payment method dialog.

## Invoices

The Invoices section lists invoices for the workspace. Each row includes:

- Date
- Invoice number
- Amount
- Payment method

Invoice numbers link to the invoice page in a new tab.

## What This Page Does Not Manage

The current billing page does not include a seat table, CSV export, or role-based seat assignment. Use [Roles and Permissions](/docs/guide/settings/permissions-roles) to manage workspace membership separately from billing.

## Related Docs

- [Workspaces and Account Settings](/docs/guide/settings/workspaces)
- [Roles and Permissions](/docs/guide/settings/permissions-roles)