Billing review helps owners understand the active plan, payment method, credits, invoices, and usage context for the workspace. Check it before upgrading, changing cards, reconciling invoices, or inviting more teammates.

What this guide helps you do

• Find current plan and billing details.
• Understand which workspace the billing information belongs to.
• Prepare questions or changes before updating a subscription.

Before you start

• Confirm you are in the correct workspace.
• Have permission to view or change billing details.
• Know whether you are reviewing Faster platform billing, customer payments, or business invoices in Money.

Do it manually

1. Open account or billing settings.
2. Review the active plan, renewal information, payment method, credits, and invoices.
3. Check whether any plan limits affect the work your team is trying to do.
4. Download or record invoice details if your finance process requires it.
5. Before changing plan or payment method, confirm who owns approval for that workspace.

Ask Faster AI

• Summarize the billing items I should review before adding more teammates. Do not change the plan.
• Create a checklist for reconciling platform billing versus customer invoices in Money.
• Help me prepare questions for an account review based on current workspace usage.

Review before saving or publishing

• Do not confuse customer invoices in Faster Money with your platform subscription billing.
• Check workspace identity before changing payment details.
• Keep billing screenshots private and blur payment details if sharing internally.

Common issues and fixes

• If you cannot see billing, confirm your role has access.
• If invoice records look wrong, verify the active workspace and billing period.
• If a payment method update fails, retry with the required card details or contact the owner who manages billing.

Use it in daily operations

• Review billing during monthly operations or before launching a larger campaign.
• Keep invoice downloads with your business accounting workflow.
• Use plan review as a signal to clean up unused plugins, workspaces, or seats.

Team handoff

• Write down what changed, who owns the next review, and which page, customer record, campaign, or plugin record should be checked next.
• If the work affects customers, include the public URL, test result, and any unresolved placeholder media in the handoff note.
• When Faster AI helped prepare the change, ask it to summarize the draft and review checklist so a teammate can approve the work without retracing every click.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of review billing and plan details with private customer, payment, and workspace details blurred.
• Video placeholder: add a short walkthrough that shows the manual path, the Faster AI prompt, and the review step before anything goes live.

Related help

• Set up your Faster workspace
• Manage integrations