How to Manage Billing and Subscription

View plan, change tier, cancel.

Use Settings → Billing to see your plan and usage, upgrade, buy extra AI credits, and manage your subscription.

Who can open it

Only users with billing permission, which means workspace Admins, see the Billing page. Other roles do not have the option.

What the page shows

Current plan and billing period, plus notices such as "cancels at period end" or "payment past due".
Usage vs limits for active projects (archived are not counted), full seats, Viewer seats, managed storage and AI report drafts this month, including any top-up credits and the reset date.
If you are over a limit, a notice explains that reading, exporting and deleting still work while writing to over-limit resources is blocked until you upgrade or free capacity.

Upgrade your plan

Open Settings → Billing.
Choose monthly or annual (annual is two months free).
Click the Team or Growth button.
Complete the secure Creem checkout (tax is calculated there).
You return to DonorDesk and the new limits apply once the subscription is confirmed. If the page still shows the old plan, wait a minute and refresh.

Buy extra AI credits (Team and Growth)

In the AI credits card choose +50 (Team) or +100 (Growth). Packs are used after your monthly allowance. Growth workspaces can also add a +100 prepaid standing balance for soft overage. You can turn on an 80% usage reminder for it.

Change card, view receipts, downgrade or cancel

Click Manage subscription to open the billing portal:

update your payment method
download invoices and receipts
downgrade or cancel

Downgrades and cancellations take effect at the end of the billing period. Your data is never deleted. When you return to Starter, reading, exporting and deleting still work, and anything above the Starter limits is read-only until you upgrade or reduce usage.

Apply for the nonprofit discount

Fill in the nonprofit verification form (registration number and a link to your certificate). You will get an email once it has been reviewed. Approved workspaces move to the 40% discounted price.

Enterprise

Enterprise is contracted. Use the contact sales page.

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