Learn where to find your billing settings, how to manage payment methods, update invoice and billing information, change your team size or subscription type or upgrade your plan. You can also cancel or reactivate a subscription, and request a refund.
Relevant for: Starter Plan, Business Plan
Role required: Team Admin, Company Admin, Billing Admin
Billing settings
Within your billing settings you can:
- Access billing information and update your billing details
- Edit your billing email address
-
View invoices
- View your current plan details
- Upgrade your plan
- Review and change your payment method
- Adjust your team size by adding or removing licenses
- Manage your license configuration
- Cancel your subscription
- Reactivate your subscription
Who can edit or update your Billing settings
The below users have access to Billing settings and can manage your subscription:
- Team Admins on Starter Plan
- Company Admins on Business Plan
- Billing Admins
Admins versus Billing Admins
A user is made Billing Admin when they upgrade their team. That does not automatically give them Admin rights. The Billing Admin is the cardholder and pays for the subscription. They have access to Billing settings as long as they're a member of the team.
The Billing Admin can add or remove licenses, cancel and reactivate the subscription, as well as request refunds. However, unlike a Team Admin, they can't remove users, manage permissions or apps, and they don't have access to other settings.
Billing Admins can request Admin rights: go to Team settings > Active users, click the three dots next to your name, and choose Send request.
Where to find your Billing settings
- You can see all of your teams on the left sidebar of your dashboard. Click the team name, and choose any option from the dropdown menu to open your team settings.
- To get to your company settings, click Company in the top-left corner.
- Under Account, click Billing.
- You can see all of your teams on the left sidebar of your dashboard. Click the team name, and choose any option from the dropdown menu to open your team settings.
- Under Team profile, click Billing.
Update your credit card information
You can update your credit card information anytime within your Miro billing settings.
- Navigate to your Company settings
- Navigate to Billing
- Click Payment methods
- Click Change payment method
- Enter the new card details and click Update
- Navigate to your Team settings
- Navigate to Billing
- Click Payment methods
- Click Change payment method
- Enter the new card details and click Update
Change your invoice and billing details
You can change your billing details that appear on future invoices and receipts.
- Navigate to your Company settings
- Navigate to Billing
- Click Billing information
- Update your billing details
- Scroll down and click Save settings
- Navigate to your Team settings
- Navigate to Billing
- Click Billing information
- Update your billing details
-
Scroll down and click Save settings
Change your billing email
All invoices and receipts are sent to the email address specified in the Overview of your Billing settings.
- Navigate to your Company settings
- Navigate to Billing
- Within the Overview tab, scroll down to Billing actions
- Navigate to the field Billing emails are sent to…
- Click Change email
- Enter a new email address
- Click Save
- Navigate to your Team settings
- Navigate to Billing
- Within the Overview tab, scroll down to Billing actions
- Scroll down to Billing actions
- Navigate to the field Billing emails are sent to…
- Click Change email
- Enter a new email address
- Click Save
Switch between annual and monthly subscriptions
You can easily change from an annual to a monthly subscription or vise versa. Note that the switch to monthly will not be immediate. The switch to monthly will be scheduled at the end of your current yearly billing cycle (at time of renewal) so that you get the maximum value from your current purchase.
- Navigate to your Team or Company settings.
- Navigate to Billing.
- Navigate to Overview and scroll down to Plan details.
- Click Switch to monthly (or Switch to annual).
- You’ll see the exact details of your subscription and price. Click Change to monthly (or Change to annual) to confirm
- Navigate to your Team settings.
- Navigate to Billing.
- Navigate to Overview and scroll down to Plan details.
- Click Switch to monthly (or Switch to annual).
- You’ll see the exact details of your subscription and price. Click Change to monthly (or Change to annual) to confirm.
Change your team size (add or remove licenses)
You can add or remove licenses in your subscription. However your team size (the number of licenses allocated in your plan) can't be less than the current number of members in your team. For example, if your team has 17 members and you have 21 licenses, you can remove a max of 4 licenses.
To remove licenses, you may need to remove team members first in the Active users tab under User and Team Management (this option is available for Admins only).
You may also increase your team size by directly inviting members to your board as Team members in the board sharing settings. As soon as new members join your team, the number of paid licenses increases. Admins can customize the invitation settings to prevent accidentally added licenses.
- Navigate to your Company settings
- Navigate to Billing
- Navigate to Overview and scroll down to Plan details
- Click Change team size
- Select the number of licenses
- Click Confirm
- Navigate to your Team settings
- Navigate to Billing
- Navigate to Overview and scroll down to Plan details
- Click Change team size
- Select the number of licenses
- Click Confirm
Manage your license configuration
Easily manage new license requests and help your team grow. Once license configuration is enabled, users are automatically added as team members when invited to boards. Anyone with invitation rights can invite new members. You'll be charged for the additional licenses in your next billing cycle. This setting is turned off by default.
- Navigate to your Company settings
- Navigate to Billing
- Scroll down to Licensing configuration
- Toggle on Anyone can expand the team
Enabling licensing configuration for all team members
On Starter Plan, licensing configuration is enabled for everyone by default, but Company Admins can control who can use it by adjusting their team invitation settings.
- From profile settings, go to User management > Permissions > Team invitation settings.
- Select who you wish to give permission to invite others and configure licenses. You can additionally include the team invite link so others can join the team.
Configuring team invitation settings on Starter plan
Cancel your subscription
You can cancel your subscription anytime.
After you cancel the subscription, you can use the paid features until the end of the paid period. When it's over, your boards are not deleted. Instead, all boards are locked in view-only mode until you reactivate your subscription or downgrade to a free plan. Learn more about canceling your subscription.
- Navigate to your Company settings
- Navigate to Billing
- Navigate to the Overview section and scroll down to Billing actions
- Click Cancel subscription
- Navigate to your Team settings
- Navigate to Billing
- Navigate to the Overview section and scroll down to Billing actions
- Click cancel subscription
✏️ You can’t change or update your team size, billing or plan type if your subscription is canceled.
Canceling your subscription with invoicing enabled
To cancel your subscription, go to Billing > Overview > and click Cancel subscription. If you cancel your subscription before paying your first invoice, the team will be downgraded to the Free plan immediately.
If you already paid the invoice, you will have access to all paid features until the end of the paid period, but you won't be able to add new licenses to your team. In case you added new licenses during the current quarter, you'll receive an additional invoice for the outstanding payment.
Reactivate your subscription
In case you cancel your subscription but would like to use it again later, you can reactivate it before the expiration date.
- Navigate to your Company settings
- Navigate to Billing
- Scroll down to Plan details
- Click Reactivate subscription
- Navigate to your Team settings
- Navigate to Billing
- Scroll down to Plan details
- Click Reactivate subscription
Upgrade or downgrade your plan
You can upgrade your Miro plan at any time under Team settings > Billing > Overview > Change plan.
For more details on how to upgrade a plan or switch plan types, visit Upgrading your plan.
To downgrade your plan, visit Downgrading your plan.
Update your payment method
Starter and Business plan users can change from credit card to invoice payments anytime in the Billing overview under Plan details.
To switch from invoicing to credit card payments, you will need to contact Miro Support.
Request a refund
If you think that you were incorrectly charged, contact Miro Support and include the transaction details. Please note that some special offers are non-refundable.