Provider • Billing / Current Plan

Current Plan is a subscription status dashboard for the business. It presents plan identity, trial state, key usage indicators, feature/module summary, renewal context, and recent invoices in one place, making it the first stop for billing clarity. The operational pattern is to review current plan health first, then proceed to plan changes only if limits, costs, or module availability no longer fit business needs.

1. Review current plan health first.
2. Check plan identity, trial state, key usage indicators, feature/module summary, renewal context, and recent invoices.
3. Proceed to plan changes only if limits, costs, or module availability no longer fit business needs.