How to Manage Billing and Plans

This guide helps Skill Studio AI admins access billing details, monitor usage, and manage subscriptions across Starter, Pro, and Enterprise plans. Use it to view plans, update payments, track limits, or upgrade for more features.

Before You Start

• Skill Studio AI account with admin access.

• Logged-in session in the Skill Studio AI dashboard.

• Current plan details: Starter, Pro, or Enterprise with known limits on courses, learners, and storage.

• Credit card or preferred payment method ready for updates.

• Contact information for sales team if pursuing Enterprise plan.

Steps

1. Navigate to Billing Settings — Click Settings in the main dashboard navigation, then select Billing to access your plan overview, usage metrics, and payment history.

2. Review Current Plan Details — View your active tier (Starter, Pro, or Enterprise), including features, storage quotas, course limits, and learner capacity to confirm alignment with needs.

3. Monitor Usage Against Limits — Check real-time stats for course count, active learners, and storage consumption to identify if you're approaching or exceeding plan thresholds.

4. Update Payment Methods — In the Billing section, select Payment Methods, add or edit credit card details, and save changes to ensure seamless renewals.

5. View and Download Invoices — Scroll to Payment History, select relevant invoices, and download PDF copies for records or accounting purposes.

6. Upgrade or Downgrade Plan — From the plan overview, choose Upgrade/Downgrade, select a new tier (e.g., from Starter to Pro), review pricing changes, and confirm to apply immediately.

7. Contact Sales for Enterprise — If needing custom features like SSO or dedicated support, click the Enterprise option and submit your request via the contact form for personalized pricing and setup.

Tips & Best Practices

• Monitor usage weekly to avoid surprises and plan upgrades before hitting limits on learners or storage.

• Download invoices monthly for compliance tracking in regulated industries.

• Test Pro plan features like advanced analytics before committing to Enterprise for multi-language or SCORM exports.

• Update payment methods proactively to prevent service interruptions during billing cycles.

Troubleshooting

Usage shows over limit but access continues

Review grace periods in plan terms; upgrade immediately to restore full features and avoid restrictions.

Payment method update fails

Verify card details and try a different browser; contact support if errors persist beyond 24 hours.

Enterprise contact form not responding

Check email spam folder for replies and follow up via dashboard chat within 48 hours.