AdminAccount and billing

Account and billing

Use this template to capture billing workflows and contacts.

Manage subscription

  1. Step name — Explain action and where to click.
  2. Step name — Explain action and fields to update.
  3. Step name — Explain action and confirmation.

Contacts

  • Billing owner: Name or team.
  • Finance backup: Name or team.
  • Support liaison: Name or team.

Usage monitoring (optional table)

MetricWhere to checkRecommended action
Metric descriptionLocation/linkGuidance
Metric descriptionLocation/linkGuidance
Metric descriptionLocation/linkGuidance
  • Link label → URL or internal doc.
  • Link label → URL or internal doc.
  • Link label → URL or internal doc.
Note

Use this callout for grace periods, escalation paths, or special instructions.