Billing and plan management

Billing touches both finance and IT: who pays, which plan caps apply, and how user growth shows up in invoices or usage views. This guide gives tenant owners a practical map of where to find billing context in DonorIntel, what typically scales with seats or modules, and when to involve your customer success contact.

It is not legal or tax advice; it is an operational orientation for admins who need predictable renewals.

Overview

Plans usually correlate to entitlements—user seats, API throughput, premium modules, or support tiers—surfaced in admin UI or contract documents. Keep a named billing owner in your tenant documentation so renewal conversations do not stall when a single admin leaves.

Before major hiring pushes or campaign season, reconcile active users and invited users against contracted seats to avoid surprise true-ups. As self-serve billing surfaces evolve, this guide will link to invoices, payment methods, and tax documentation portals.