Billing and Subscriptions
Manage subscription plans, payment methods, and billing history.
Accessing Billing
Go to Account Settings > Companies
Select your company
Click Billing
Subscription Statuses
Active / Paid — subscription is current, all features available
Trialing — trial period, full access, billing starts after trial ends
Canceled — subscription ended, access revoked
Payment Failed (Past Due) — payment method failed, update immediately to avoid interruption
Incomplete / Unpaid — setup not complete, payment pending
Managing Subscriptions
View Invoices
Find the subscription
Click View Invoices
See all invoices with number, amount, date, and status
Click three-dot menu > Download PDF for any invoice
Update Payment Method
Click Update Payment Method on the subscription
You're redirected to Stripe
Update card details or add a new method
Return to dashboard
Cancel Subscription
Click Cancel Subscription
Review the confirmation
Click Continue to confirm
Service continues until the end of the current billing period.
Subscription Details
Each card shows: agent name, creation date, status, next billing date, and trial end date (if applicable).
Permissions
Owner / Admin — full billing access
Read-only — can view but not change