Organization Settings holds the controls that sit above any single entity. The question that usually brings you here is where does a setting live — entity, organization, or billing:
- Entity Settings — anything that belongs to one operating entity.
- Organization Settings — anything that affects the whole workspace, including the workspace name (the label people see across the app) and Users (invite teammates, change roles, remove access; see Manage Team Access).
- Billing — plan level, invoices, payment method, or entity capacity.
Admins can manage settings and users; billing itself is Owner-only.
Read the current plan card first
The Billing tab leads with the current plan: the plan name, its status, the price and billing interval, and the renewal date. The status chip is the fastest health check — it shows how many trial days remain, the date access ends after a cancellation, and Past Due when a payment failed and the payment method needs attention.
Manage payment details in Stripe
Manage Billing opens the Stripe billing portal. Invoices, receipts, and the payment method all live there — the Billing page in ClearBox FPA shows the plan and capacity, and the portal handles everything about how it gets paid.
Change plans
The plan cards below the current plan handle upgrades and downgrades. Two choices matter:
- Core or Premium — Core includes AI for one operating entity; Premium adds the advanced planning tools and includes three operating entities.
- Monthly or annual — annual billing is discounted compared with monthly. Sponsor-managed client workspaces use monthly billing only.
Canceling or downgrading does not cut access off immediately: the paid period you already covered runs out first, and the status chip shows the date access ends.
Watch entity capacity
The Entity usage panel shows how many operating entities the organization uses, how many the plan includes, and how many remain. When the organization is at its limit, creating another entity is blocked until capacity changes. On Premium you can purchase additional entities directly from the Billing page; on Core, moving to Premium is how you add capacity.
Sponsored workspaces
If an accounting firm sponsors this workspace, the firm is the payer: the Billing page shows the sponsoring firm and its pricing, and plan decisions are managed on the firm side. See Accounting Firm and Client Access for how sponsorship starts, transfers, and ends.