What happens when my trial or plan ends?

See your plan

1. Open Billing & Settings in the left menu, then click Billing.
2. Read Current Plan. It shows your plan, whether you are on a trial, and the date it ends or renews.
3. Check the meters for Storage (GB) and Users.

The page also lists the plans available and your billing history. To change your plan, renew, or add storage or users, contact your account administrator.

Before it ends

A message appears at the top of the screen in the last 30 days. It tells you how many days are left. You can close it.

After it ends: read-only mode

A red message appears at the top of every page. It says your account is read-only until the plan is renewed. Your data is safe and fully visible.

• You can still open, search and download your records.
• You cannot add or change anything, such as clients, tasks or documents.
• The message has a View Billing → link.

When a menu item has a lock

Some modules depend on your plan. A small lock on a menu item means your plan does not include it. The module’s page explains what it does and which plan includes it. Your other work is not affected.