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Workspace owners and admins can access and manage your billing, payments, and subscription info from the Plan & billing tab in your Workspace Settings. If you have questions about your account, don’t hesitate to reach out to us at friends@butter.us.

• Understanding Butter billing
• 1. Workspace-level billing
• 2. Monthly vs. annual billing
• 3. Per-member pricing
• Upgrading to a paid workspace
• Entering a discount code
• Selecting your payment method
• Accessing your workspace plan and billing
• Finding your invoice total
• Access your billing history and download invoices
• Managing workspace members and roles
• How adding or deactivating members impacts your billing
• Managing your subscription
• Updating your billing information or payment details
• Changing your billing cycle
• From monthly to annual billing
• From annual to monthly billing
• Changing your billing contact email
• Canceling your subscription
• Reactivating your subscription
• Butter Billing & Payments FAQ
• What are my payment options?
• Can I change my payment method?
• I need something changed on my invoice. Who can I reach out to?
• Do I get a refund if I deactivate paid members?
• What happens if I downgrade my plan midway through the billing cycle?

Understanding Butter billing

There are three key aspects to understanding how billing works for your Butter Business plan:

1. Workspace-level billing
2. Monthly vs. annual billing
3. Member pricing

1. Workspace-level billing

Your billing applies at the workspace level. You must upgrade to Starter or Pro, and add your billing information before adding any members to your workspace.

2. Monthly vs. annual billing

Your paid workspace is billed on either a monthly or annual billing cycle and is set to auto-renew at the end of the current cycle.

Your entire workspace follows the same billing cycle. That means all members will follow the same billing cycle set for the workspace.

3. Per-member pricing

The cost of your Butter workspace is determined by the workspace plan and the number of members in your workspace.

You can choose monthly or annual billing. With annual billing, you get 3 months for free! 🤩

You can add or remove paid members at any time.

Upgrading to a paid workspace

To upgrade your workspace from free to paid, click on Upgrade workspace on your sidebar or navigate to the Plan & billing tab in your Workspace Settings.

From there, select ‘Upgrade’ under the preferred plan type.

In the next ‘Upgrade your workspace’ screen, you will be prompted to choose between annual or monthly billing. Choosing annual billing means you get 3 months free!

Entering a discount code

If you have a discount code, you will be asked to provide it right after you click on ‘Go to checkout.’

Selecting your payment method

Once you’ve selected your billing cycle and optionally entered a discount code, you will be invited to enter your billing information in Stripe.

Accessing your workspace plan and billing

To access your workspace’s plan and billing settings, navigate to the Plan & billing tab.

From there, you can manage your subscriptions, change your contact and billing info, access your billing history, and download invoices.

Finding your invoice total

A quick snapshot of your next invoice date, invoice total, the number of paid members in your workspace, and available recording hours is available in the Plan & billing tab:

Access your billing history and download invoices

To access your billing history or to download past invoices, scroll to the bottom of the Plan & billing tab.

Here, you’ll find the Billing history table, with download links for each invoice:

Managing workspace members and roles

To manage your workspace members, navigate to the Members tab in your Workspace settings.

Once you have upgraded to a paid workspace, admins and owners can manage your workspace member roles.

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For full details on inviting and managing workspace members, see Workspace Settings

How adding or deactivating members impacts your billing

To add members to your workspace, navigate to the Members tab in your Workspace settings, then click on Invite members, and add in their emails and role.

Every member added will automatically be added on the same plan as the workspace owner, and can access the workspace accordingly. When you add a paid member, you will be charged a prorated amount for the remainder of your current billing cycle.

To deactivate a member, navigate to the Members tab in your Workspace settings, then select the ‘…’ menu next to the relevant member, and click on the 🗑️ icon.

When you deactivate a paid member, you will free up a spot for someone else and the seat billing will continue on until the end of your billing cycle.

Managing your subscription

Your workspace owner and admins can also manage your subscription and billing details from the Plan & billing tab in your Workspace Settings

Under ‘Manage subscription,’ you can change your payment source, billing cycle, contact email, or cancel your subscription.

Updating your billing information or payment details

To update your billing information or payment method, navigate to the ‘Payment details’ box and select ‘Change billing info or update payment details’.

Changing your billing cycle

You can switch your billing cycle at any time (from monthly to annual or vice versa) by selecting ‘Manage subscription’.

From monthly to annual billing

If billing is changed from monthly to annual, the billing cycle will be reset at the date of the charge. You will receive a prorated credit for what's left of the current month.

From annual to monthly billing

When billing is changed from annual to monthly, your account will receive a prorated credit with the remaining annual balance. This credit can be used towards future monthly invoices.

Changing your billing contact email

To change your contact email, navigate to Plan & billing > ‘Manage subscription’ and

Canceling your subscription

Your monthly or annual subscription will automatically renew at the end of your billing cycle.

To cancel your subscription and prevent future charges, select ‘Manage subscription’ from the Plan & billing tab and then select ‘Cancel subscription’.

Your subscription will continue until the end of your current billing cycle.

Reactivating your subscription

You can also reactivate your subscription any time from the Plan & billing tab by selecting ‘Manage subscription’. Your charges will be prorated to match your regular billing cycle.

Butter Billing & Payments FAQ