Billing and plan
Change your plan, add or remove add-ons, and find your invoices
Updated July 1, 2026
Your billing page is where you manage what you pay for. From one place you can see your current plan, change it, adjust your add-ons, and pull up past invoices. Everything is handled at the organization level, so it covers all of your workspaces at once.
You need to be an admin in your CurrentClient account to view or change billing. If you don't see these options, reach out to your organization admin.
Here's a quick walkthrough, followed by the details:
Where do I find billing?#
Open settings
Click into your settings from the main navigation.
Go to Billing
Select Billing to open your billing page. You can also go straight there at app.currentclient.com/app/settings/billing.
From here you'll see your current plan, your add-ons, and your invoice history all on one screen.
How do I change my plan?#
Open the plan options
On the billing page, find your current plan and click to change it.
Pick your new plan
Choose the plan that fits your firm and confirm the change.
Your billing adjusts to the new plan right away. If you're not sure how your plan relates to your workspaces and team, the account structure guide walks through how it all fits together.
How do I add or remove add-ons?#
Add-ons are optional extras you can layer on top of your base plan. On the billing page you can add or remove them at any time.
Find the add-ons section
On your billing page, locate your add-ons.
Add or remove
Add the extras you need, or remove ones you're no longer using. Your billing updates to match.
Adding people to your account can also affect billing. See team member setup for how that works, or add a workspace if you're expanding.
Where are my invoices?#
Your latest invoices are listed right on the billing page. Scroll to the invoice history to view and download any of your recent invoices for your records.
Keep an eye on your invoices to confirm plan and add-on changes show up the way you expect after you make them.