Understand your document usage and plan

Find the right workspace, note the usage, and ask a precise billing question.

1. 1

   Confirm the workspace

   Check which business or practice the billing question concerns. Keep it separate from the supplier invoices you are processing.

2. 2

   Note what your account shows

   Record the plan, usage period, and displayed document allowance. Check your account terms for the applicable limits and renewal details.

3. 3

   Ask with useful context

   Include your workspace name and the specific usage or charge question. Do not send card numbers, bank details, or passwords.

Your account terms determine plan allowances, trial length, and refund eligibility.