Manage billing without changing payout execution responsibility

Allocora billing controls access to the software subscription. It is separate from the payout obligations Allocora calculates and from the downstream tools that move money.

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What to know

Billing boundary

Subscription billing is for Allocora software access. It does not initiate, approve, or settle payments owed to payees in your payout workflows.

Use pricing and checkout paths to select or change a plan.
Use account billing and invoice areas for subscription administration.
Use downstream payout, banking, or accounting tools to execute payments to payees.

Cancellation expectations

Before canceling or downgrading, export the calculation evidence and statements your team needs for retained close, audit, or dispute review.

Review outstanding calculation runs and statement exports.
Download invoices from the billing area when needed.
Keep retained evidence according to your internal finance and legal policy.

Reference Tables

Fields and checks

Billing checklist

Use this before changing a subscription or canceling a workspace plan.

Area	Check	Why it matters
Plan limits	Review payees, rows, runs, and export needs.	Plan changes can affect workspace capacity.
Invoices	Download billing records needed by finance.	Billing evidence is separate from payout statements.
Calculation evidence	Export statements and reviewed run output you must retain.	Cancellation should not leave close evidence inaccessible to your team.
Downstream payouts	Confirm payout execution is managed outside Allocora.	Allocora calculates obligations but does not move money.

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Apply this in a workspace

Start free, use sample data, then replace examples with your own revenue rows when the workflow is clear.

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