Digital Agency Tools Docs

Manage your subscription

Your card, your invoices and your plan are handled in Stripe's billing portal. The panel shows you where you stand.

The Subscription and billing page with the Current plan card, Quick actions and Usage this month
Subscription & billing: your plan, its status, its limits and recent changes.

How to

  1. In the sidebar, under Settings, click Billing. Stripe's billing portal opens.
  2. Update your card, download invoices or change your plan there.
  3. Click the link back to return to the panel.

The subscription page

Go to /settings/subscription for a summary inside the panel. Current plan shows the plan, its price, its status, the next billing date and — during a trial — when the trial ends. Below that are your Included features and Limits.

Usage this month shows how much of each limit you have used and what is left. Recent changes lists upgrades and cancellations, with the date and reason.

Status

Trialing       in the 7-day trial
Active         paid and current
Past due       a payment failed
Canceled       ended
Complimentary  given a plan, no card
Free           the Free plan

Quick actions

The Quick actions card links to View usage & limits, Billing history (the Stripe portal), Upgrade plan and, if you pay by card, Cancel subscription. The wallet icon at the top (Billing portal) also opens Stripe.

When a payment fails

If Stripe cannot take a payment, your status shows Past due. Open Billing and update your card; Stripe retries the payment.

This page is about your subscription to the platform. Invoices you send to your own clients are under Products → Invoices — see Create an invoice.

If Billing says There is no billing account for this business yet, the business has never subscribed. Use Upgrade account instead.

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