Where to find your billing settings
Everything related to your subscription lives in one place:
- Open Settings from the navigation menu.
- Select the Billing tab.
If you do not see the Billing tab immediately, scroll the settings tabs horizontally. On smaller screens the tab row extends beyond the visible area.
Only workspace admins can view and manage billing. If you signed up yourself, you are the admin of your workspace.
Downloading invoices
All invoices are available in the Billing tab. Each billing period generates an invoice you can download as a PDF, which works for expense claims and company reimbursement.
If you need an invoice with specific company details (VAT number, billing address), update your billing information in the same tab before the next invoice is generated, or contact support@salesmotion.io to have a past invoice amended.
Understanding your plan limits
Your plan determines how many accounts Salesmotion actively monitors for you:
| Plan | Monitored accounts | Users |
|---|---|---|
| Individual | 100 | 1 |
| Team | See pricing | 5 included, unlimited access options |
| Enterprise | Custom | Unlimited |
Two things to know about the account limit:
- Only actively tracked accounts count. You can swap accounts in and out of your tracked list at any time. Removing an account frees up a slot immediately.
- Research is unlimited on every plan. The account limit applies to continuous 24/7 monitoring, not to how many companies you can research.
You can see your current usage in the Billing tab next to your plan name.
Upgrading your plan
To move from Individual to Team, or from Team to Enterprise:
- Go to Settings → Billing.
- Select Change Plan and choose the new plan.
If you are on a promotional price or have a custom arrangement, contact support@salesmotion.io and the team will handle the upgrade manually so you keep your terms where possible.
Canceling your subscription
You can cancel any time from Settings → Billing. Your access continues until the end of the current billing period, and no further invoices are generated.
There is no cancellation fee and no annual lock-in on self-serve plans. If something in the product pushed you to cancel, a short note to support@salesmotion.io is always appreciated and often fixable.
Frequently asked questions
Who receives the invoice emails?
The billing contact on the account, which defaults to the admin who set up the subscription. You can download all invoices from Settings → Billing regardless of who receives the emails.
Do unused account slots roll over?
There is nothing to roll over. The limit is a live capacity, not a monthly quota. If you track 80 accounts on an Individual plan, you have 20 slots free to use whenever you want.
Can I get a refund for a partial month?
Cancellations take effect at the end of the paid period rather than triggering partial refunds. Contact support for edge cases like accidental duplicate subscriptions.