Account Settings

Rui Luis

Last Update 9 dagen geleden

🧾 Account Settings (Admins Only)

The Account tab in the Settings page is where organization administrators manage subscription details. This section includes access to billing information, plan management, and invoices — all handled securely via the integrated Stripe customer portal.

📦 View Current Subscription Details

On the Account tab, you can view:

  • Current plan name

  • Monthly/annual cost

  • Start date

  • Next renewal date, or end date if the plan has been cancelled

This provides a clear overview of your active subscription and billing cycle.

🧾 View Invoices

All invoices are accessible through the Accounts tab:

  1. Click "Invoices"

  2. All your invoices are shown in this section.

  3. Download or view past invoices for your records.

This is useful for accounting, reimbursement, or record-keeping purposes.


💳 Manage Your Plan

Click the "Manage Plan" button to:

  • Update your payment method

  • Upgrade or downgrade your subscription plan

  • Change billing details (e.g., company name, address)

All changes are processed directly in Stripe for transparency and security.

❌ Cancel Your Plan

To cancel your subscription:

  1. Click "Cancel".

  2. Confirm cancellation.

  3. Your plan will remain active until the end of your billing period.

After cancellation, your organization will retain access until the end date, shown in your subscription details.

Was this article helpful?

0 out of 0 liked this article