The Billing section in Document360 lets you view and change your subscription plan, update payment details, and manage invoices — all from a single location in the Knowledge base portal. Document360 offers three plans (Professional, Business, and Enterprise) designed to scale with your team's documentation needs. Only users with the Owner portal role, or those assigned View and Update permissions for Billing & Invoice, can access this section.
Before you begin
- You must have the Owner portal role, or be assigned View and Update permissions for Billing & Invoice, to access or change subscription settings.
- Plan changes are processed by the Document360 sales team — allow up to two working days for confirmation after submitting a request.
You can purchase additional projects, workspaces, languages, translation credits (1 million characters), storage, users, and readers as add-ons on any plan. See Purchasing add-ons.
How to access the Billing section
- In the Knowledge base portal, go to Settings () > Knowledge base portal.
- Select Billing from the left pane.
The Billing section has three tabs:
| Tab | What you can do here |
|---|---|
| My plan | View your current plan, billing cycle, and renewal date. Change your plan, purchase add-ons, or cancel your subscription via the context menu (). |
| Payment information | Add, edit, or update credit/debit card details and billing address. You can save a primary card and a secondary backup card. |
| Invoice history | View, download, and manage all past invoices. Add or remove invoice email recipients. |
How to change your plan
- Navigate to Settings () > Knowledge base portal > Billing in the left navigation bar. The My plan tab opens by default.
- Click Change plan to upgrade or downgrade your subscription. The available plans are:
- Professional
- Business
- Enterprise
- Select your preferred plan and click Let's talk. The Document360 sales team will contact you within two working days to complete the change.
Legacy plan (subscribed before 31 August 2024): You cannot change your plan directly through the portal. Click Let's talk and raise a request — the support team will contact you within two working days.
For pricing details across all plans, visit the Document360 Plans and Pricing page.
For a full breakdown of what changes when you switch plans, see:
How to add invoice recipients
- Navigate to Settings () > Knowledge base portal in the left navigation bar.
- Select Billing from the left navigation pane.
- Switch to the Invoice history tab.
- Expand the Invoice recipients accordion.
- Add the desired email addresses and click Update to save the changes.
How to cancel your subscription
To cancel your Document360 subscription, contact the support team or reach out to your dedicated customer success manager.
Before canceling, complete the following steps to preserve your data:
- Download all invoices from the Invoice history tab.
- Export your content.
- Notify your team members.
FAQ
What happens after my Document360 trial expires?
Once your trial expires, you can upgrade to a desired plan. If you do not upgrade, your Document360 project will be put on hold and marked for deletion. You may continue to receive email notifications during this period. To unsubscribe from these emails, contact support.
What are the pricing details for each plan in different currencies?
Subscription pricing may vary depending on your location. For a full breakdown by currency and plan, visit https://document360.com/pricing/.