Where do I update payment details and download invoices?
Payment management and invoice downloads are in separate settings areas.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Settings → Billing to access the payment management controls.
Follow the billing provider flow to update payment details.
Open Settings → Invoices to find available invoices.
Select the relevant invoice download and check its billing period.
How you know it worked
You have updated payment details or the invoice for the period you need.
If something looks different
If a document is missing, check the workspace and billing period before contacting support.
How do I change plans or cancel?
Manage your subscription in Billing and check the active-client capacity before choosing a different plan.