Plan & Billing

Article Overview 

The billing page allows self-serve customers to view and manage their SalesRabbit subscription directly from the Web App - No support ticket required.

Part 1: Billing Page Permission

This part demonstrates how to adjust the Billing page permission for another role in a workspace. Only users with these permissions enabled for their role will have access to billing on the Web App and Mobile App.

• From the SalesRabbit+ Web App, navigate to "Settings" -> click "Roles & Permissions".
• Select the "Role" to edit the permission for -> enable the "Manage Billing" permission for that role.
  • "Manage" Billing permission: the ability to manage the workspace subscription and view workspace invoices.
• Don't forget to click "Save" if making changes to any role's permission set.

Part 2: Billing on Web

This part demonstrates how to view and manage billing from the SalesRabbit+ Web App. The Billing Page allows self-serve customers to manage their subscription, payment, and invoicing details.

• From the SalesRabbit+ Web App, navigate to "Plan & Billing" from the left menu.

• Under the "Plan" widget, Owners & Admins are able to view the monthly $ amount per user.
  • Click the "Manage" button to manage your current plan.
  • Note: only self-serve customers are able to "Manage" their Plan & Billing page.

• Under the "Users" widget, access a quick view of the number of Active Users vs. the number of paid seats.
  • Click the "View" button to manage the users on the account.

• Under the "Payment Method" widget, users can view their current payment method.
  • Click the "Update" button to make adjustments to payment information.

• Under the "Upcoming Invoice" widget, view the upcoming invoice, including the invoice due date and amount.

• View previous invoices under the "Invoices" widget.
  • Note: invoice from before August 2026 will not be shown in this widget. Contact the Support team if you need an older invoice.

Part 3: View Billing on Mobile

This part demonstrates how self-serve customers can view their billing information from the SalesRabbit+ mobile app.

• Billing invoices can be viewed from the mobile app under the Profile Settings.
• From the mobile app "Home" page, select the profile icon in the upper right corner.

• If the user has access to manage billing, a "Billing" button will be available in the profile settings.

Part 4: Billing Page FAQ

This part answers common billing related questions. Billing related questions can be sent to billing@salesrabbit.com.

• Who can access the Billing Page in SalesRabbit?
  • Owner role only by default. Other roles will not have access to the billing page unless the "Manage Billing" permission is enabled for their role.
• Where can I find general Billing FAQ's?
  • Visit our Billing FAQ Help Center Article for more billing related FAQ's.