Open Settings > Billing. This area requires View Billing for visibility; management actions require additional billing access.
This page concerns your organization's CaseWyze subscription. It is separate from the invoices you send to clients.
Review the current plan and subscription state, Full Access user usage, stored data, monthly transfer usage, and any active add-ons. Storage measures retained data; transfer measures data movement during the billing period. They are separate allowances.
Manage Subscription opens the available billing-management workflow. Review plan options, payment details, effective dates, and charges shown before confirming a change. Use the prices and allowances currently displayed rather than relying on old screenshots.
Additional Storage and Additional Monthly Transfer increase the corresponding allowance. An Add Storage or Add Transfer action can start a paid purchase workflow. Existing add-ons are marked Current; availability can depend on active subscription access.
Use Billing History to review subscription billing records and available documents. These records are different from case finance invoices and client retainers.
View Billing permits visibility. Changing subscriptions, payment settings, storage, or transfer add-ons requires Manage Billing and applicable governance access. Organization deletion does not cancel billing; use the subscription workflow to cancel the subscription and add-ons when required.