---
title: Purchase Plans (View & Manage Your Plan)
description: Purchase Plans (View & Manage Your Plan)
---

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# Purchase Plans (View & Manage Your Plan)

Stay in control of your workspace by easily managing your subscription plan. The Purchase Plans section provides a comprehensive overview of your billing tier, allows you to compare available plans, and gives access to your full invoice history — all in one place.

In this documentation, we’ll walk you through reviewing your current subscription, updating your plan, and checking past invoices.

- [Navigation](https://help.b2brocket.ai/purchase-plans-view-manage-your-plan-b2b-rocket-help-center#Navigation)
- [Compare Plans](https://help.b2brocket.ai/purchase-plans-view-manage-your-plan-b2b-rocket-help-center#Compare-Plans)
- [Manage Subscription](https://help.b2brocket.ai/purchase-plans-view-manage-your-plan-b2b-rocket-help-center#Manage-Subscription)
- [Invoice List](https://help.b2brocket.ai/purchase-plans-view-manage-your-plan-b2b-rocket-help-center#Invoice-List)

Let’s get started 🚀

### Navigation

**Step 1:** Log in to your account and click the **Account** icon in the bottom left sidebar.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdYU3nvvsfOao-FPwfnHpo-ZOQQGFOMVAlcJrfrHSzU-LH1wpnIi2ZuBWRjI0mO1cbWAvCQocGmHKsqcJhRPN1IdowaIhrYoLirOl8HoI4L8oxnixuI1vnqW5oHjRPusxThYaY8OA.png?width=1055&height=638&name=AD_4nXdYU3nvvsfOao-FPwfnHpo-ZOQQGFOMVAlcJrfrHSzU-LH1wpnIi2ZuBWRjI0mO1cbWAvCQocGmHKsqcJhRPN1IdowaIhrYoLirOl8HoI4L8oxnixuI1vnqW5oHjRPusxThYaY8OA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1695662099/69518b69e11e98dc079602f5d2b1/AD_4nXdYU3nvvsfOao-FPwfnHpo-ZOQQGFOMVAlcJrfrHSzU-LH1wpnIi2ZuBWRjI0mO1cbWAvCQocGmHKsqcJhRPN1IdowaIhrYoLirOl8HoI4L8oxnixuI1vnqW5oHjRPusxThYaY8OA?expires=1761286500&signature=cec80914a5226d0ee4f9365aa54f4a7e7550f0b54205e38029dbed79ed4b9f6f&req=dSYuE894n4FWUPMW1HO4zTWPJx%2BcI%2Bb2wkJ%2B9iGi%2FevzcKWhHHA5iqF36BB6%0A8M1N1fY5%2BXiIgA1iKSI%3D%0A)

**Step 2:** Select the **Settings** option to access the **Account Details** page.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/119aa258-7f59-42a4-8f4c-9d47877a386e.png?width=1257&height=906&name=119aa258-7f59-42a4-8f4c-9d47877a386e.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1726731239/f73f28ce6c7f7f90de20e84cfab8/119aa258-7f59-42a4-8f4c-9d47877a386e?expires=1761286500&signature=e82e6878f6ba55043261e7385c07cb9175dff869b442bb7bdfb7ee46f96bec7e&req=dSclEM59nINcUPMW1HO4zR%2B9GnspU4ot3eHQf5m%2BW9XkZrjjQEkdrQNBlJFU%0AgcHdxDZDv%2FegJXAwG08%3D%0A)

**Step 3:** In the Settings page, click the **Purchase Plans** tab.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXeFTeIbKI7XIoOtxUvfNlNkYuuVjgN0z2A5fIYh1E7xW1e9vkEx9-Q27KjTfoncIq3pDpO-iiTx7KHfDnSrTKdSJQwM5Xndkfm1uH0BUa6GzdQDmM4QDkrAzXlj7X6SpcmaQX0EAQ.png?width=1366&height=641&name=AD_4nXeFTeIbKI7XIoOtxUvfNlNkYuuVjgN0z2A5fIYh1E7xW1e9vkEx9-Q27KjTfoncIq3pDpO-iiTx7KHfDnSrTKdSJQwM5Xndkfm1uH0BUa6GzdQDmM4QDkrAzXlj7X6SpcmaQX0EAQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1695664260/82639f4cec6d31b1d795edc59f2b/AD_4nXeFTeIbKI7XIoOtxUvfNlNkYuuVjgN0z2A5fIYh1E7xW1e9vkEx9-Q27KjTfoncIq3pDpO-iiTx7KHfDnSrTKdSJQwM5Xndkfm1uH0BUa6GzdQDmM4QDkrAzXlj7X6SpcmaQX0EAQ?expires=1761286500&signature=b976fb69529a2fbe70d4817c049da2e27132d4ba4276ed611a0b856f76315ebe&req=dSYuE894mYNZWfMW1HO4zfo7yftZsCmhwM4JXb5Um1DCx4Wihd7XSFmYLfk9%0AH3DONle2vn2JQLI1yK0%3D%0A)

You are now on the Purchase Plans page, where you can view and manage all subscription-related details.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/5896502d-d146-4904-82ad-330dc78ce313.png?width=1600&height=674&name=5896502d-d146-4904-82ad-330dc78ce313.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1726730689/45aa1a3f8089b7f590e41daf4e4a/5896502d-d146-4904-82ad-330dc78ce313?expires=1761286500&signature=ad276017ea12490fffee199f970e84e8521e6f56d045471e38c6b878df7997fa&req=dSclEM59nYdXUPMW1HO4zZKeu0j02xlUBTvZ5XOflRuRVjZSwTVmoq4LZrW%2B%0AEF9mKWh%2F%2BtvBO%2B8k8K8%3D%0A)

### Compare Plans

Compare features and pricing across all available plans directly from the Subscription page.

| **Plan** | **Price (Monthly)** | **Features** |
| --- | --- | --- |
| Basic | $799 → $599 | 2,000 Contacts Monthly, AI Auto Replies, Email Outreach |
| Scale | $1299 → $974 | 10,000 Contacts, Website Visitor ID, Multichannel Outreach, Integrations |
| Unlimited | $1800 → $1349 | 25,000 Contacts, Salesforce Integration, 5 Team Members |

***Note:*** *All plans are billed yearly by default.*

**Step 1:** Use the **Toggle** switch on each plan card to confirm you are viewing yearly billing.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/aad19014-0543-44f4-b05a-93ae91591d14.png?width=1600&height=674&name=aad19014-0543-44f4-b05a-93ae91591d14.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1726735390/0cddb06c9fa28b0380932522ab56/aad19014-0543-44f4-b05a-93ae91591d14?expires=1761286500&signature=6f41324a1ee452bae83cd151520b1384bdac6beb1c2a987af7c88f8b067d1898&req=dSclEM59mIJWWfMW1HO4zV1uEVj9uU8wJ02jjihv2MuAe8hnu%2B%2FUg85jNami%0A%2BlMSvdGbpWQTdaiF3GA%3D%0A)

**Step 2:** Click **Choose Plan** under any plan to activate a new tier.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/4069d16a-31e3-4d51-8c7c-78d3fd8bb569.png?width=1600&height=674&name=4069d16a-31e3-4d51-8c7c-78d3fd8bb569.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1726735586/1c813741f67e989e949fefcce85f/4069d16a-31e3-4d51-8c7c-78d3fd8bb569?expires=1761286500&signature=690c4ea2b086ba4d5f3aa7ad45ea10bcc48963b65752b1837adc30f0d9f4c6ce&req=dSclEM59mIRXX%2FMW1HO4zXh4f37PSj%2FtkfI3Gl%2FhREwRgHSwJ2vx26e2Ui%2Fk%0AD%2FJdUsPCD4WaMrO95gY%3D%0A)

### Manage Subscription

Click the **Manage Subscription** button to access your billing portal and to update your payment method.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/2e033ba9-3015-418f-84bb-4d911006c3c9.png?width=1600&height=674&name=2e033ba9-3015-418f-84bb-4d911006c3c9.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1726736034/2c215dd396301b9598d2ed32fc30/2e033ba9-3015-418f-84bb-4d911006c3c9?expires=1761286500&signature=14d2c4068bff71fa33d314b53ced2374a9bc6acf0ac22007c1d58563dbf17c98&req=dSclEM59m4FcXfMW1HO4zQrzbIEGqSbhItbgeZKc%2BFF5pTuw7zMFNXeAjprs%0AGPoe33bT5nrZSMHZ4BQ%3D%0A)

You will navigate to the billing portal, where you can update or cancel your current subscription.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/622fcb0d-a3ac-4060-b562-9ad5585d9391.png?width=1600&height=757&name=622fcb0d-a3ac-4060-b562-9ad5585d9391.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1726738173/1afaa8697a0956404ebcff308144/622fcb0d-a3ac-4060-b562-9ad5585d9391?expires=1761286500&signature=89c9430a9dc601fb9756db79a028bf91e18bea076a02acc35c79ff6e2224fbad&req=dSclEM59lYBYWvMW1HO4zQrM0T71F8SPY7KfrGxCyIZ%2FzLDg5DY2%2BF7oKzgT%0APEmALd%2ButkA7Q21HoiU%3D%0A)

### Refresh Plan

Use the **Refetch** button to refresh the plan and billing status if recent changes aren’t yet visible.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/48a1d3df-bcea-475e-a81e-2773fcc381fd.png?width=1600&height=634&name=48a1d3df-bcea-475e-a81e-2773fcc381fd.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1726741311/f33a05c83f92f402c58baf938734/48a1d3df-bcea-475e-a81e-2773fcc381fd?expires=1761286500&signature=df3f7012167b04c8faecac4431c003284566d89fb894a821bed821fe4857f3c2&req=dSclEM56nIJeWPMW1HO4za%2FsRJ5%2FTTtixVkaw2WlRT6AR6gF87hebUsHbwSr%0AAl6isQDC8M8bCB673u4%3D%0A)

### Invoice List

Your Invoice List section displays a full history of charges associated with your account.

Each row includes:

| **Element** | **Description** |
| --- | --- |
| Invoice | Downloadable PDF of the invoice |
| Amount Due | Total billed amount |
| Amount Paid | Confirmation of payment |
| Invoice Date | Date the invoice was issued |
| Actions | Button to view or download the invoice |

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/a3a96533-a41c-4fdc-bb6c-08f14e9c0e8b.png?width=1357&height=417&name=a3a96533-a41c-4fdc-bb6c-08f14e9c0e8b.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1726741856/6c10ad0af2c3dbbeeb172efa88c1/a3a96533-a41c-4fdc-bb6c-08f14e9c0e8b?expires=1761286500&signature=4d077e08b172614fa3dcd0e21ea3c1b6d843f23544771c17db51b68d819f90e9&req=dSclEM56nIlaX%2FMW1HO4zbW%2FBleR2V4nc6%2FpEjOymRfKGXnC%2BW8pth0k2Pi5%0A%2FpHm0VPG6QA41DDQnTY%3D%0A)

### Actions Available:

- **Download** (Icon): Downloads the invoice as a PDF
- **View**: Opens the invoice in a new window

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/36331380-a26c-44d6-96ae-3cd95f480822.png?width=1357&height=418&name=36331380-a26c-44d6-96ae-3cd95f480822.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1726742162/bd05c17481a583d15e3a4dddbb41/36331380-a26c-44d6-96ae-3cd95f480822?expires=1761286500&signature=63ac14eac28f28248979ec694e670820c9201af4afee946548d0c6514ab7919b&req=dSclEM56n4BZW%2FMW1HO4zUbhLfVFnTFLjXKtzUay6xWd69rdejkWxAT4J9Lx%0Ax4MUhEN1AYwiNlNq67g%3D%0A)

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