Users
In Settings → Organization → Users:
- Invite New User: enter an email and choose Admin or Member. They get an email invitation. See team roles.
- Active Members lists everyone in your organization. Deactivate User removes someone's access.
- Pending Invitations lists invitations not accepted yet. Delete Invitation cancels one.
Inviting people needs a paid plan after the trial.
Billing
Settings → Billing shows your plan and its status (active, trialing, past due or no subscription), plus your trial end, next billing date or cancellation date.
Only the owner can subscribe or change billing. Admins and members see the plan's status.
- Subscribe starts a paid plan, monthly or yearly.
- Manage Billing opens the billing portal, where you can update your payment method, see invoices or cancel.
Referral rewards
Once you're on a paid plan you get a referral link. When a store signs up with it and becomes a paying customer, you get a free month. Copy referral link copies it.
Delete your organization
Danger Zone → Delete Organization (owner only) permanently removes your organization and its data from book by book. You confirm by typing your store's name. Your Square catalog, inventory and sales are not affected.
See Manage and delete your data for details.