Plan and Billing
Updated: May 8, 2026
Open the workspace switcher in the sidebar, choose Manage workspace, then select Plan & Billing to review the workspace plan, credit balance, payment method, and invoice history.
Billing is workspace-level. The page is visible to workspace members.
Current Plan
The Current Plan section shows the active workspace plan.
Perspective currently displays:
- Flex Credits for personal or credit-based workspaces.
- Pro Subscription for subscription workspaces.
- The Pro tier name when a tier is attached.
- An Active until date when the subscription has an end date.
For non-Pro workspaces, the plan action opens the plan selection flow. For Pro workspaces, the action lets you change or resume the plan depending on subscription state.
Credits
The Available Credits section shows the workspace credit balance and progress against the total. For Pro subscriptions, it can also show the next renewal date.
Use Add credits on Flex workspaces to open the same plan and credit purchase flow available from the workspace switcher.
Payment Method
The Payment Method section shows the current workspace payment method, if one exists. Use Add Payment Method or Change Payment Method to open the payment method dialog.
Invoices
The Invoices section lists invoices for the workspace. Each row includes:
- Date
- Invoice number
- Amount
- Payment method
Invoice numbers link to the invoice page in a new tab.
What This Page Does Not Manage
The current billing page does not include a seat table, CSV export, or role-based seat assignment. Use Roles and Permissions to manage workspace membership separately from billing.