Plan & Billing

Settings → Plan & Billing is where your subscription lives. Billing belongs to the organization, so it covers every workspace in the account.

What you can do

• View your active plan and billing cycle
• See the renewal date and payment method
• Change plan or top up credits
• Download past invoices as PDF

How to open it

1. Open Settings from your avatar in the top-right
2. Under Workspace Settings, click Plan & Billing

Plans and credits

Your subscription converts into credits, which is what actions actually consume. Credits do not roll over — they reset at the start of each billing month.

Before upgrading, check two things:

1. Credit Usage — what you actually spent last cycle, and on which actions
2. API keys — connecting your own provider keys skips Sync GTM credits on supported integrations, which is often cheaper than the next plan up

Common use cases

• Check the renewal date before planning a large run
• Download invoices for finance
• Upgrade ahead of a campaign that needs more credits than the plan holds
• Top up mid-cycle when a run lands short
• Compare the cost of the next plan against bringing your own provider keys

Best practices

• Read Credit Usage before upgrading — the fix is often one column, not a bigger plan
• Credits do not roll over, so schedule big runs inside the cycle you paid for
• Keep the billing owner on a company-controlled email address
• Download invoices monthly rather than reconstructing a year at tax time
• Connect your own API key for the provider you run hardest; it is usually cheaper than a tier upgrade

Where to next

• Usage and Billing — invoices and billing questions
• Credits — how each action is charged
• Credit Usage — where the spend went

Billing questions: billing@syncgtm.com