Account, team and billing

See your plan, update your card and download invoices

Billing shows your plan and seats. Manage billing opens the secure billing portal for your card, invoices and renewal date.

1 min read · Updated November 2, 2026

#See your plan

Open Billing. The Your plan card shows your plan, its price, how many seats are in use and what your plan includes. If you bought online, Move up lists the higher plans. See Upgrade or change your plan.

#Update your card or download an invoice

Only the account owner can open billing. Anyone else who presses the button sees Only the account owner can open billing. Ask them to, or email support@trulata.com.

  1. Open Billing.
  2. Press Manage billing. The secure billing portal opens.
  3. Update your card, download any invoice, or check your renewal date there.

#If your plan is an agreement with TruLata

Billing says your engagement is a custom agreement. Press Contact us about billing to send your question to your TruLata team, who handle billing with you directly. See If our team runs your account.

#Month to month

Every plan is month to month, unless you chose an annual commitment.

#Questions

Who can see invoices?

The account owner, through Manage billing. Admins and members do not open billing.

The button says the billing portal is not available.

Email support@trulata.com and a person sends you what you need.

Where do I change my billing email or address?

In the billing portal behind Manage billing.

Is this where I connect my own Stripe or QuickBooks?

No. Your own payments platform connects on the Revenue tab. See See your revenue.

Related articles

Upgrade or change your planMove up from Billing or from any locked tab. You confirm the new price on a secure page before anything changes.Cancel your planCancel in the secure billing portal behind Manage billing: at the end of your paid month, or right away.When your free trial endsThe free trial runs 7 days with no card and ends on its own. Add a card before or after day 7 to keep your dashboard.Team roles: Owner, Admin and MemberWhat an Owner, an Admin and a Member can each do, and how to change someone's role.If our team runs your account: settings, billing and getting startedWhere our team runs TruLata with you, Settings, Billing and Getting started look different. Each change you ask for goes to your team.
Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request