What you'll accomplish
Distinguish subscription transitions from provider-backed financial documents.
Who this is for
This guide is for new solo creator, small-business owner, agency, non-technical founder. Use it in the intended workspace and review the result before it moves forward.
Before you begin
Steps
1
Open the right place
Open Workspace Billing in the workspace you intend to use. Open Workspace Billing and confirm the workspace, market, currency, and current plan.
2
Review and complete the action
Review the provider-hosted amount, interval, tax, and document state before confirming.
3
Confirm the result
Return to Workspace Billing and wait for the provider-confirmed state after synchronization.
What happens next
Available records and documents are shown separately with safe download actions. Continue only after the displayed state matches the action you intended.
Troubleshooting
- Confirm that you are in the intended workspace and that your role permits the action.
- Recheck required inputs, entitlement, connection state, and the exact message shown before retrying once.
- If the problem continues, record the route, approximate time, and exact message, then contact support. Never send passwords, tokens, content bodies, or full payment credentials.
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Last reviewed: 2026-09-16.