How does the plan and billing screen work?

Settings → Plan & billing is what your firm has with Veristep: the plan you are on, what it agreed to, and the projects with an open check this month — the ones the per-project fee counts. It is not the same thing as Billing under Business: that screen is your own invoicing of the work you can prove — closed checks, recorded hours, counted days — handed to your QuickBooks.

You upgrade right here, by card or by invoice, and you don't have to start with a trial.

Projects are counted for you. A project counts in a month when at least one of its checks was open at any point in that month while you were on the paid plan. One open check or forty, it counts once. A check cancelled as a mistake never counts. The page lists the projects counting so far this month.

A card-billed firm also gets a Billing button: the card on file, every invoice and receipt, and cancelling at the end of the period, all on Stripe's page. If a payment fails, Stripe retries the card for a while and the page says so; nothing is switched off while it is trying. If it never clears, the plan ends the way any plan ends: read-only, with the ninety-day export window open.

If the workspace has gone read-only — a trial that ran out, or a plan that ended — this is also where you come back. An archived workspace pays its reactivation fee the same way: by card on Stripe's page, with the first month, or by asking for an invoice. The fee is stated on the page itself before you do either.