# How to check your plan and credits

> Step by step: open Usage to see your plan, how many credits are left, when they renew or expire, and what to do about a payment or cancellation notice.

Last updated: 2026-10-27
Web page: https://instafill.ai/docs/usage-and-credits

This guide shows how to see which plan your organization is on and how much of it is left. The Usage page shows the plan, the credits that remain and the day they renew or expire, so you can plan ahead before anything runs out.

![A short film of checking a plan: opening Usage, reading the plan card, the document fills and batch fill credits, a free account, and a plan set to end](https://media.kitcut.ai/films/studio-20261022-141003-wv7xvz/film_web.mp4 "Watch: checking your plan and credits, start to finish.")

## What you need before you start

| You need | What that means |
|---|---|
| **The Owner, Admin or Accountant role** | Only these roles see Usage. For a person with the User role, Usage does not appear. |
| **An organization with credits** | A free account starts with 10 credits, which last 1 year. A paid plan has its own fills and batch-fill credits. |

## 1. Open Usage

Click your initial in the top right corner and choose **Profile**. In the list on the left, under **Settings**, click **Usage**. The page is called **Plan & Usage**.

If your organization is on a paid plan, the plans page also shows the plan card. Press **View usage & billing** on it to open the same page.

![The Plan and Usage page of a paid organization, with the Usage entry in the list on the left and the plan, document fills and batch fill credits to its right](https://instafill.ai/docs/assets/usage-and-credits-paid.png "Open Usage (1). Your plan (2) and what is left of it (3, 4) are on this page.")

## 2. Read your plan

The **Current Plan** card describes the plan:

- **Plan name**: The name of the plan, with a badge that reads Active, Free trial while a free trial is running, or Past due when a payment has not gone through.
- **Billing**: Whether the plan is billed monthly or annually.
- **Started**: The day the plan began.
- **Current period**: The dates the plan is paid for right now.
- **Next renewal**: The day the plan renews. When the plan is set to end, this reads Access ends and shows the last day instead.

On a free account, the card reads **Free Plan** and shows the day the credits expire, with an **Upgrade** button that opens the plans page.

## 3. Check how many credits are left

Below the plan, a bar shows how much has been used. It changes color as it fills, so you can see at a glance when a plan is running low.

On a paid plan there are two:

- **Document fills**: Shows how many of the fills your plan includes have been used, as a number and a percentage, how many remain, and the day the count resets.
- **Batch fill credits**: Shows the same for batch filling. It appears only when your plan includes them.

Form uploads are unlimited on a paid plan, so they do not use these.

On a free account, one **Credits** bar shows how many credits are used, how many remain and the day they expire. On this screen, one credit is one form upload or one document fill.

![The Plan and Usage page of a free account, with the Free Plan card, its expiry day and a Credits bar showing how many of the credits are used](https://instafill.ai/docs/assets/usage-and-credits-free.png "A free account. Its plan (1) and the credits it has left (2).")

## 4. Act on a notice

When something needs attention, a notice appears above the plan card on a paid plan:

- **Payment failed**: A payment is past due. Press **Update payment method** to open the billing portal and update it.
- **Scheduled for cancellation**: The plan ends on the day shown, and you can keep using it until then. Press **Undo cancellation** to keep the plan.

![A notice that the plan is scheduled for cancellation, with its end day and an Undo cancellation button above the plan card](https://instafill.ai/docs/assets/usage-and-credits-ending.png "A plan set to end. Press Undo cancellation (1) to keep it.")

## 5. Change the plan or update billing

On a paid plan, the plan card has two buttons:

- **Change plan**: Opens the plans page, where you can choose another plan.
- **Manage billing**: Opens the billing portal, where you can update how the plan is paid for.

**Billing**, under **Organization** in the same list, also has a button for the billing portal.

## How your credits are used

- **Form uploads**: On a free account, each upload uses one credit. A paid plan has unlimited uploads.
- **Document fills**: Each form you fill uses one credit. A run of the Agent holds 1 credit when it starts. [How to fill any form with the Agent](https://instafill.ai/docs/fill-any-form) says when it comes back.
- **Batch filling**: Each row uses one batch-fill credit, and batch-fill credits come with a paid plan. [How to fill one form for every row of a spreadsheet](https://instafill.ai/docs/batch-fill) has the steps.
- **When they renew**: On a paid plan, fills and batch-fill credits reset on the day shown on the page. On a free account, credits expire on the day shown.
- **When none are left**: The plans page opens with a message that your organization has used all its credits, or all its batch filling credits. Choose a plan there to add more. A person who cannot change the plan is told to ask an Owner, Admin or Accountant.