--- title: Billing & Subscriptions description: Choose a plan, track your assessment, user, and storage usage against its limits, manage your payment method and invoices, and cancel or reactivate — all from one billing page. navigation: icon: i-lucide-credit-card --- # Billing & Subscriptions The **Billing** page is where you manage your subscription: the **plan** you're on, how much of your plan you're using, and the payment method and invoices behind it. Your plan sets three hard limits — how many **assessments** you can run, how many **users** you can invite, and how much **evidence storage** you get — and the platform enforces those limits as you work. You can subscribe or change plans, switch between **monthly** and **annual** billing, update your card, download invoices, and cancel or reactivate — without leaving the page. ::note Find it in the sidebar under **Billing** (`/dashboard/billing`). Viewing and managing billing requires a billing role — see [Permissions](#permissions). MSP partners have their own billing area; this page covers billing for **direct customers**. :: --- ## Key concepts ### Plans Every direct-customer organization is on one of three plans. Each plan raises the limits on assessments, users, and storage. Prices are shown on the page in real time, with a **monthly** and an **annual** option for each. | Plan | Assessments | Users | Storage | Best for | | --- | --- | --- | --- | --- | | :badge[Foundation]{color="neutral"} | 1 | 3 | 1 GB | Organizations beginning their CMMC journey and building evidence | | :badge[Professional]{color="info"} | 3 | Unlimited | 3 GB | Organizations actively preparing for assessment | | :badge[Enterprise]{color="success"} | Unlimited | Unlimited | 10 GB | Organizations seeking ongoing, predictable readiness validation | ::note **MSP partners** subscribe to a separate **MSP plan** designed for managing multiple client organizations, with **white-label branding included** at no extra cost. That plan is managed from the MSP billing area, not this page. :: ### Monthly vs annual billing Every plan can be billed **monthly** or **annually**. Annual billing is charged once for the year and works out cheaper than paying month to month; the page shows the effective monthly rate and the savings alongside each plan so you can compare before you choose. ### Usage against your limits The **usage card** shows, at a glance, where you stand against your plan's three limits: | Metric | What it counts | | --- | --- | | **Assessments** | The number of assessments you've created | | **Users** | The number of people in your organization | | **Storage** | The total size of all evidence you've uploaded | Each is shown as a current value against your plan's maximum, with a progress bar. Unlimited limits (users and assessments on higher plans) are shown as unlimited rather than a bar. ### Subscription status Your subscription carries a status that reflects its health with the payment processor. | Status | Meaning | | --- | --- | | :badge[Trialing]{color="info"} | In a trial period — full access before the first charge | | :badge[Active]{color="success"} | Paid and in good standing | | :badge[Past due]{color="warning"} | A payment failed — update your card to restore good standing | | :badge[Canceled]{color="error"} | Ended, or scheduled to end at the period's close | ::tip A **past due** status doesn't lock you out immediately — there's a short grace window, and the page tells you how many days remain. Updating your payment method clears it. :: --- ## Using the billing page The Billing page brings together your current plan, your usage, the available plans, your payment method, and your invoice history in one place. ### Upgrade your plan Moving up a plan takes effect **immediately** so you get the higher limits right away. ::steps{level="4"} #### Pick a higher plan From the plan options, choose the plan you want and your billing cycle (monthly or annual). #### Confirm the change Review the change. An upgrade applies at once, and your next bill is **prorated** — you're only charged for the difference across the remaining time in your billing period. #### Start using the new limits Your assessment, user, and storage limits update immediately, and the usage card reflects the new maximums. :: ::note If you don't yet have a subscription, choosing a plan starts a secure **checkout** instead. Enter your payment details there, and you'll return to the billing page with your new subscription active. :: ### Downgrade your plan Moving down a plan is **scheduled** rather than immediate, so you keep what you're paying for until the period ends. ::steps{level="4"} #### Choose a lower plan Select the smaller plan you want to move to. #### Clear any excess usage first A downgrade is blocked while your current usage exceeds the target plan's limits. If you're over on assessments, users, or storage, the page tells you exactly what to reduce before the change can be scheduled. #### The change is scheduled The downgrade takes effect at the **end of your current billing period**, so you keep your existing limits until then. The page shows the pending plan and the date it will switch. :: ::tip Changed your mind about a scheduled downgrade? Upgrading again — or switching back — before the change date cancels the pending downgrade automatically. :: ### Switch between monthly and annual You can change billing cycle without changing plan. Switching **to annual** applies immediately with proration; switching **to monthly** is scheduled for the end of your current period, the same as a downgrade. ### Update your payment method Your card and payment details are managed through a secure **customer portal**. ::steps{level="4"} #### Open the portal From the payment section, open the customer portal. #### Update your card Add or replace your payment method. Changes are saved securely and used for your next charge. #### Return to billing Close the portal to come back to the billing page. :: ### View and download invoices The **billing history** table lists your past invoices with their date, amount, and status. Each invoice can be opened online or downloaded as a **PDF** for your records. ### Cancel your subscription Canceling doesn't cut you off mid-period — you keep access through the time you've already paid for. ::steps{level="4"} #### Start the cancellation From the subscription controls, choose to cancel. #### Confirm Your subscription is set to end at the **close of the current billing period**. Until then, nothing changes — you keep your plan and its limits. :: ### Reactivate a canceled subscription If you've scheduled a cancellation but change your mind, you can **reactivate** any time before the period ends. Reactivating clears the pending cancellation and keeps your subscription running on the same plan — no new checkout needed. ::note Reactivation is available while the subscription is still in its paid period. Once it has fully ended, subscribing again starts a fresh checkout. :: --- ## Permissions Billing is restricted to roles that carry the billing permission. | Capability | Permission | | --- | --- | | View plan, usage, invoices, and payment method | :badge[ACCESS_BILLING]{color="info"} | | Upgrade, downgrade, switch cycle, cancel, reactivate | :badge[ACCESS_BILLING]{color="info"} | `ACCESS_BILLING` is held by organization owners and admins. Members, viewers, and assessors don't see the billing page. If you open it without the permission, the page tells you billing access is required rather than showing subscription details. ::warning Every billing change — upgrading, downgrading, switching cycle, canceling, or reactivating — requires `ACCESS_BILLING`. Viewing usage alone still requires the same permission, so billing details are never exposed to roles that can't manage them. :: --- ## How it works Extra detail on how limits and plan changes behave — product behavior, not internals. ### How usage is measured Your three usage figures are counted live from your organization's data: :::field-group ::field{name="Assessments"} A count of the assessments you've created, measured against your plan's assessment limit. :: ::field{name="Users"} A count of the people in your organization, measured against your plan's user limit. :: ::field{name="Storage"} The total size of every evidence file you've uploaded, summed and compared against your plan's storage allowance. :: ::: The usage card and the rest of the platform read from the same figures, so what you see on the billing page matches what's enforced everywhere else. ### What happens at a limit Limits are enforced at the moment you try to exceed them, not after the fact: - **Inviting users** is blocked once you reach your plan's user limit. - **Creating assessments** is blocked once you reach your assessment limit. - **Uploading evidence** is blocked when a file would push you over your storage allowance — and for a batch upload, the whole batch is checked together, so a set of files that would collectively exceed the cap is refused as a group rather than filling you up partway. In each case you're told which limit you've hit. Upgrading raises the limit and clears the block immediately. ::note System-generated documents (such as attestation records the platform produces for you) are still stored and still count toward your storage figure, but they're never blocked — the platform completes that work even if you're near your cap, so your compliance record stays truthful. :: ### How plan changes are timed The direction of a change decides when it takes effect: | Change | When it applies | Billing | | --- | --- | --- | | **Upgrade** | Immediately | Prorated — you pay only the difference for the remaining period | | **Switch to annual** | Immediately | Prorated | | **Downgrade** | End of current period | You keep your current plan until then | | **Switch to monthly** | End of current period | No change until the switch date | Because upgrades are immediate and downgrades are scheduled, you never lose access you've already paid for, and you never wait to gain access you've just paid for. ### Keeping your subscription in sync Payments, renewals, failed charges, and card updates made in the customer portal are reflected back on the billing page automatically, so your status, plan, and invoice history stay current without any manual refresh on your part. --- ## Related features :::card-group ::card{title="Assessments" icon="i-lucide-clipboard-check" to="https://app.dibfi.com/dashboard/assessments"} Run CMMC assessments — the count here is measured against your plan's assessment limit. :: ::card{title="Users" icon="i-lucide-users" to="https://app.dibfi.com/dashboard/users"} Invite and manage your team — invitations are gated by your plan's user limit. :: ::card{title="Evidence" icon="i-lucide-folder-lock" to="https://app.dibfi.com/dashboard/systems"} Upload and organize evidence — total file size counts toward your storage allowance. :: :::