Manage account billing

Aha! Roadmaps

If you are an administrator with billing permissions, you can manage your Aha! account subscription from the account-level billing settings. Add or remove Aha! products, change your plan types, manage AI credits, update paid seat allocations, and review invoices all from these settings.

To do this, first navigate to User menu -> Settings → Account → Billing.

Click any of the following links to skip ahead:

This article discusses functionality that is included in the Enterprise+ plan. Please contact us if you would like a live demo or would like to try using it in your account.

Manage your subscription

Current plans

If you have a paid account, navigate to User menu -> Settings -> Billing -> Current plans to review and adjust the financial aspects of your plan, such as Aha! products you have enabled in your account, your plan type for each product, paid seat group allocations, and invoices.

Plans and individual add-ons

The Plans and Individual add-ons sections give you a snapshot of your Aha! account subscription, for each Aha! product you have enabled in your account. For each Aha! product, you can see a breakdown of the number of seats you have paid for and allocated — and how many are active. To adjust your settings, you can Adjust paid seat count, Change your plan, or Cancel your plan.

Click Add or remove paid seats to manage the number of paid licenses you have. This number should reflect the total number of licenses you wish to have on your account. For example, say you have 200 total seats in your account. If you wanted to increase the seat count by five, you would need to change the number to 205. If you wanted to reduce the count by five, you would need to change the number to 195.

If you increase the seat count, a pro-rated invoice will automatically be generated to co-term the new seat licenses with your current billing period.

If you decrease the seat count, your account will be unaffected until the end of the current billing period.

Note: Reducing the total number of seats to 0 will not cancel your subscription. Press the Cancel subscription button at the top of the page next to the Add or remove paid seats button to cancel your subscription.

From this section you can also click Change plan or Cancel plan to contact the Customer Success team about plan updates.

You can also combine Aha! products into one account with add-on plans.

  • Aha! Discovery Advanced is the new way to manage customer interviews — centralize meeting transcripts, uncover key product insights, and link them to your roadmap.

  • Aha! Ideas Advanced brings greater customers insights into your strategic planning process by expanding your feedback channels.

  • Aha! Knowledge Advanced brings colleagues into your workspace documents so they can view, edit, and create notes and whiteboards — without the need to make them full Aha! Roadmaps users.

  • Aha! Whiteboards Advanced is the visual space for product innovation. It provides features to help you define user flows, create mockups, and collaborate on roadmaps.

  • Aha! Develop Advanced brings your development team into your Aha! account, with their unique workflows, dedicated workspace, and shared Aha! records — so that you can create a unified product development environment, no field mapping required.

  • Aha! Teamwork Advanced the flexible project management tool – choose how you work, manage all tasks, and stay aligned with strategic plans.

AI credits

Your Aha! account includes credits for the AI assistant and other AI capabilities, based on your plan type, the total number of paid seats in your account and your billing period. If you have more than one Aha! product in your account, you will receive AI credits based on the higher earning plan.

In these settings, you can monitor your account's credit use. Unused credits at the end of your billing cycle do not roll-over to the next one. If you run out of credits before the end of your cycle, click Purchase credits to purchase more.

Does it feel like you are running through AI credits too quickly? Navigate to User menu -> Settings -> Billing -> Users to set default limits for Aha! users, customize limits for individual users, and monitor credit usage by user.

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Create paid seat groups (Enterprise+)

Paid seat groups are an account management option available to Enterprise+ plan customers. This functionality is particularly important for organizations managing a large number of users across multiple teams within a single account.

Remember, only owners and contributors count as a paid seat. Add as many reviewers and viewers to your account as you need — at no cost.

Paid seat groups allow administrators with billing permissions to segment the user licenses in the account by group, allocating a subset of the total licenses to each group. This gives billing administrators control of license allocation to ensure one group does not accidentally consume the licenses that were purchased by another group.

The paid seat groups section of account-level billing settings.

A billing administrator has access to create as many groups as they want. They can create paid seat groups from ⚙️ Settings -> Account -> Billing -> Current plans. When creating a group, they can assign workspace owners as paid seat group owners. The group owners can add users to the account with the constraints imposed by the group they are adding users to. They cannot add more users than the group allows.

Unless paid seat group owners are also administrators with billing user permissions, they cannot access account level settings such as the User menu -> Settings -> Account -> Billing page. Paid seat group owners manage users through the Users page by navigating their workspace settings.

From there, they can click Add user to invite either an Existing or New user, and use the Paid seat group dropdown to add that user to a paid seat group for which they are an owner.

Only administrators with billing permissions can see a list of paid seat group members or remove users from a paid seat group.

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Restrict user management (Enterprise+)

Enterprise+ customers can also access the Restrict owners setting. When this setting is enabled, the ability to add users is limited to billing administrators and workspace owners assigned as paid seat group owners.

To enable this setting, navigate to User menu -> Settings → Account → Billing and scroll down to Restrict user management. Select the checkbox next to Restrict owners and click Update to apply the change.

The restrict user management section of the account-level billing settings.

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View invoice history

In the last section of the billing page you can view the full history of every invoice, including Invoice number, Date, and Total. Click View PDF to download any invoice as a PDF.

The invoices section of the account-level billing settings.

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If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.

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