Manage billing data and payment method

Billing Summary

In the billing overview, you’ll find all the information about your current plan, your usage, and your bills. You can access the overview via the sidebar under “Settings.”

What you can manage in the app

You can manage the following billing options directly in Proyex:

• Change plan: Upgrade or downgrade your current plan
• Change billing cycle: Switch between monthly and annual billing
• Cancel subscription: Cancel your subscription at the end of the term
• Reactivate subscription: Reactivate a canceled subscription before it expires
• View invoices: Download all previous invoices
• Check usage: View current usage of storage, members, projects, and guests

Change payment method

You can change your saved payment method directly via the Stripe customer portal:

1. Open the billing overview.
2. Click on "Manage payment method" or the link to the customer portal.
3. You will be redirected to the secure Stripe portal.
4. There, you can add a new credit card or other payment method.

Change billing address

You can also manage your billing address (company name, address, VAT ID) via the Stripe customer portal. To do so, click on the corresponding link in the billing overview.

Download invoices

You can find all previous invoices in the billing overview under the "Invoices" section. Click on an invoice to download it as a PDF.

Usage overview

The billing overview shows your team’s current usage:

• Team members: Current count vs. plan limit
• Projects: Active projects vs. plan limit
• Guests: Invited guests vs. plan limit
• Storage: Used storage broken down by category (task files, revision files, chat attachments, media, etc.)

Permissions

Only the team owner has access to the billing page and can make changes.

Frequently Asked Questions

Why am I redirected to Stripe?

Payment methods and billing addresses are securely managed through our payment service provider, Stripe. This ensures your sensitive payment data remains protected.

Can I pay by invoice?

By default, payment is made by credit card via Stripe. Contact our support team for alternative payment options.

What currency is used for billing?

You can choose between EUR and USD. The currency is set when you first subscribe and cannot be changed later.

Where can I find my VAT ID number on the invoices?

You can enter your tax information in the Stripe customer portal. It will then automatically appear on all future invoices.