Managing your subscription and invoices

Learn how to manage payment methods, download VAT tax invoices, switch billing intervals, and manage subscription renewals via the self-service Stripe Customer Portal.

Accessing the Stripe billing portal

Organization Owners can access the secure Stripe Customer Portal at any time:

1. Navigate to Billing in the main sidebar.
2. Click the Manage Subscription & Invoices button.
3. You will be redirected securely to the Stripe billing management dashboard.

Sidebar → Billing → Click "Manage Subscription & Invoices" → Stripe Customer Portal

Actions available in the billing portal

1. Update payment methods

• Add new credit or debit cards (Visa, Mastercard, American Express).
• Set a primary card for automatic monthly or annual renewal.
• Remove expired or obsolete payment methods.

2. Update billing address and tax ID

• Update your agency legal company name and registered office address.
• Add or modify your EU VAT ID, UK VAT Number, or US State Tax Exempt Number to ensure accurate tax invoicing.

3. Download official tax invoices and receipts

• Access a complete historical archive of all past billing transactions.
• Download itemized PDF invoices and receipts with one click for corporate accounting.

4. Upgrade, downgrade, or cancel subscription

• Switch tiers or billing frequency (Monthly → Annual with 20% discount).
• Cancel subscription renewal. If cancelled, your access continues uninterrupted through the end of your prepaid period.