Manage Billing and Payments
Last published on: July 10, 2026
Access to Billing and Payments is only available to users with firm admin permissions.
Firm admin users have permissions to manage billing and payment settings by default. If you're a user with a firm admin role on an enterprise account, you may have custom permissions that prevent this access. Custom permissions are managed by your account's primary user or account manager and cannot be changed by the Income Lab team.
From the Billing and Payments settings, firm admin users can:
- View current subscription and pricing, and manage the subscription
- View user licenses and usage
- View and update the payment method
- View billing history and download invoice PDFs and a CSV report
Find Billing and Payment Settings
- Click your profile icon in the top-right corner.
- Click Manage Account.
- Click the Billing and Payment Tab.
View Current Subscription
Your current subscription will appear near the top of the tab, showing your plan, next payment date, and amount. To change your subscription plan, click Contact Us to submit a request to the support team.
View Subscription Details & Usage
The Subscription Details & Usage section shows the licenses included on your plan, current seat assignment, total seat count, and current price for each license. Click the Manage Seats / Assign Available Seats option to be redirected to the Members tab.
Update Payment Method
- From the Billing and Payment tab, click Update Payment Method under the current card image.
- Fill in the necessary payment details and click Add.
The saved payment details will now appear on your Billing and Payment screen as your new default payment method.
⚠️ Important Note
Any previously saved card will remain on file, and future payments may be charged to that card as a backup. To avoid any future charges, you may contact support to request the removal of the previous card from your account.
Please refer to our Billing, Subscription, and Refund policy for more information.
View Billing History
From the Billing History section, you can view past invoices, download invoice PDFs, or download a CSV report of your billing history.
