Settings → Billing shows your tenant’s EDGE Sword subscription — plan name, billing cycle, estimated total, included modules, and PDF invoice history. Plan assignment is managed by your EDGE Sword administrator through the Service Edge portal; this screen is read-only for most workspace admins.
Plan information
The Plan section displays:
| Field | Description |
|---|---|
| Plan | Assigned plan name |
| Billing cycle | Monthly, quarterly, or yearly |
| Base price | Recurring amount per cycle |
| Next due | Due date from the latest invoice |
| Price breakdown | Base subscription, paid add-on modules, additions, deductions |
| Estimated total | Sum after line items |
Add-on modules and custom line items (percent or fixed adjustments) appear in the breakdown when configured on your plan.
Included in plan
The companion panel lists subscription entitlements:
- Max users and max storage limits
- Included modules as badges
- Paid add-on modules with per-cycle prices
Compare included modules with what you have enabled under Enable and manage modules. Storage consumption detail lives in Storage usage.
Please note:
- If billing fails to load, the page shows a configuration message — contact your administrator or Service Edge support; you cannot self-assign a plan here.
- Downloaded invoice PDFs are for your EDGE Sword subscription, not customer invoices created in Finance.
- Operational payment defaults (bank accounts, invoice prefixes) live under Payment settings; advanced ledger tools under Workspace initialization. Configure customer billing under Payment settings and Create and send invoices.
flowchart TD Portal[Service Edge portal] --> Plan[Plan assigned to tenant] Plan --> BillingUI[Settings → Billing] BillingUI --> Limits[Users & storage limits] BillingUI --> Modules[Included / add-on modules] BillingUI --> Invoices[Invoice history PDF export]
Billing history
The Invoices table lists subscription invoices with:
- Invoice number and billing cycle
- Status (paid, sent, overdue)
- Issue date and due date
- Total amount in plan currency
- Export — download PDF via authenticated download endpoint
Use the search box to filter by invoice number.
Permissions and related docs
Only settings.view is required to open this page. For operational finance (customer invoices, payments), use Finance modules — start with Create and send invoices.
- Workspace setup: Configure your workspace
- Full settings map: Settings overview