Billing and payments
Manage your billing info and payments, and make changes to your plan.
If you're a workspace admin, you can manage payment and plan details for your Attio workspace.
Billing basics
Each Attio workspace is billed separately, and you'll be billed according to the number of seats in your workspace. If you belong to multiple workspaces, your seat will be counted and charged separately for each one.
Billing intervals are either monthly or annual, and set per workspace. You'll always be billed at the start of your billing interval.
Add and remove seats
Your workspace is billed per seat. If you've purchased 10 seats, you can have up to 10 combined active members and active invites in your workspace at once. You can suspend and swap the members that occupy each seat at any time.
Workspace admins can add and remove seats by following these steps:
Click your workspace name.
Select Workspace settings from the dropdown, then Billing in the sidebar.
Under Seats, you'll see your current seat limit and usage.
Click Manage seats to make changes to your seat count and calculate any changes to your billing amount.
To manage member access, click on the dropdown beside your workspace name and choose Workspace settings, then click Members.
View records and automation credits usage
Each Attio plan has a different limit for automations credits and how many records can be created in a workspace. To learn more about the limits on each plan, see Attio's Pricing page.
Workspace admins can check the number of records created and automation credits used at any time by following these steps:
Click on your workspace name.
Select Workspace settings from the dropdown, then Billing in the sidebar.
Under Usage, you can find the number of records created and automation credits used out of the total number included on your plan.
For more detail, click Usage.
Update payment method and billing contact
Workspace admins can update your payment method and billing contact details by following these steps:
Click your workspace name.
Select Workspace settings from the dropdown, then Billing in the sidebar.
Under Billing details, you can update the following by clicking Update billing details:
Payment Methods
Billing Email (where invoices are sent)
Company Name
Address
VAT Number
Download invoices
Workspace admins can view and download historical invoices as PDFs by following these steps:
Click on your workspace name.
Select Workspace settings from the dropdown, then Billing in the sidebar.
Scroll down to History to see all past invoices, and click the download icon to the right of any invoice to view it.
Manage your plan
Workspace admins can view and manage plan details by following these steps:
Click on your workspace name.
Select Workspace settings from the dropdown, then Plans in the sidebar.
Your workspace will be on either the Free, Plus, Pro, or Enterprise plan and billed either monthly or annually. You can upgrade or downgrade your plan from here at any time. Upgrades are billed pro-rata immediately, while a downgrade takes effect on your next renewal.
Upgrade from monthly to annual billing
Admins can switch from a monthly to an annual plan by following these steps:
Click your workspace name.
Select Workspace settings from the dropdown, then Plans in the sidebar.
Click Pay annually under your preferred plan.
When upgrading from a monthly subscription to an annual plan, any unused portion of your current monthly payment will be credited toward the cost of the annual plan.
Cancel your subscription
Workspace admins can cancel your Attio subscription by following these steps:
Click your workspace name.
Select Workspace settings from the dropdown, then Billing in the sidebar.
At the bottom of the page, you will find the Cancel subscription option.
Once canceled, you will retain access to Attio until your current billing period expires. You can run a workspace export to download all your data before it expires.
