Knowledge base / regulation10.com product guide

Billing, invoices, and changing your plan

Billing lives on the Billing page, which only the workspace Owner can see. From there you can check your current subscription tier, upgrade or downgrade your plan, update payment details, and download invoices. If you cannot see the page, you are not the Owner; ask the person who set up the workspace.

Restricting billing to the Owner is a deliberate control, not an inconvenience. Plan changes have financial consequences and change what the whole workspace can do, so they belong with the single accountable role rather than with anyone who happens to have access. It also means your finance team has one named person to talk to about the subscription.

The page shows your tier and what it currently allows: the number of AI systems you can hold, the seats you can fill, and the modules unlocked. Upgrades apply immediately. The moment an upgrade payment is confirmed, the higher limits are live, with no migration and no downtime, so you can raise your tier on the day you actually need the capacity rather than in advance. Downgrades are scheduled for your next renewal instead of applying at once. This protects you from losing access to records mid-cycle, and it gives you time to archive systems if your inventory exceeds the lower tier's limit.

Invoices are available on the page as downloads, so your finance team can pull what they need without asking you to forward emails. Each invoice reflects the plan and period it covers. Paid invoices unlock the corresponding tier features automatically; there is no manual activation step after payment.

If you pay by card, activation follows the payment provider's confirmation, which is usually immediate. If you pay by bank transfer, your plan activates once the payment is marked paid, which depends on the transfer arriving and being reconciled. If a transfer has been sent but the plan has not activated, the payment is most likely still pending reconciliation rather than lost.

Updating payment details is done from the same page. Do this before a card expires rather than after a renewal fails, because a failed renewal can interrupt access for everyone in the workspace, and the interruption always lands at an inconvenient time.

For a billing question the assistant cannot resolve, such as a reconciliation query, a correction to invoice details, or a question about a specific charge, an Owner can request follow-up from the Billing page and the team behind the platform will respond. Include the invoice number and the date of the transaction; those two details resolve most billing questions in one exchange.

One habit worth adopting: when your compliance programme grows, review your tier against your actual inventory rather than waiting for the hard limit. Hitting a system cap in the middle of onboarding a new AI system is avoidable friction, and the upgrade that fixes it takes effect the moment you make it.

If ownership of the workspace needs to move, for example when the person who set it up changes role or leaves, transfer the Owner role before they go rather than after. A workspace whose only Owner has left cannot change its own plan or payment details until access is restored, and that recovery takes longer than a handover would have.

Steps

1. Open the Billing page (Owner-only).
2. Review your current tier and upgrade or downgrade your plan.
3. Update payment details and download invoices.