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Billing & Subscriptions

The Billing page (/billing) lets tenant admins manage their subscription, view usage, and change plans.


Current Plan Overviewโ€‹

At the top, you'll see:

  • Current plan name and price
  • Billing cycle (monthly/annual)
  • Next billing date
  • Payment gateway (Stripe/PayPal)

Usage Meterโ€‹

Visual bars showing your current usage vs. plan limits:

MetricExample
Products3 of 5 used (60%)
Campaigns2 of 10 used (20%)
Submissions this month247 of 500 used (49%)
Team members2 of 3 used (67%)

When usage exceeds 90%, a warning is displayed and an email alert is sent.


Changing Plansโ€‹

Plan changes use neutral "Change to [Plan]" labeling rather than "upgrade" or "downgrade" terminology.

  1. Click Change Plan
  2. Select the desired plan
  3. Choose monthly or annual billing
  4. If both Stripe and PayPal are configured, select your preferred payment gateway
  5. Complete payment

When switching to a higher plan, new features are available immediately. When switching to a lower plan, a prorated credit note is generated and the change takes effect at the end of the current billing period. Features above the new plan's limits become unavailable after the switch.

A new invoice is generated for every plan change. See Invoice Management below for details.

Cancellingโ€‹

  1. Click Cancel Subscription
  2. Confirm the cancellation
  3. Your plan remains active until the end of the current billing period
  4. After expiry, your account becomes "restricted"

Payment Methodsโ€‹

GatewayHow It Works
StripeRedirects to Stripe Checkout. Supports credit/debit cards.
PayPalRedirects to PayPal. Supports PayPal balance, linked cards/bank.

Which gateways are available depends on what the platform owner (superadmin) has configured.


Invoice Managementโ€‹

Tenants can view all their invoices at /billing/invoices. Each invoice displays the following details:

ColumnDescription
Invoice NumberUnique identifier for the invoice
AmountTotal amount due or paid
TaxApplicable tax amount (see Tax/VAT below)
Statuspending, paid, or void

Pending invoices display a "Pay Now" button. When both Stripe and PayPal are configured by the platform admin, a gateway dropdown appears so the tenant can choose which gateway to pay with before clicking Pay Now.


Tax/VATโ€‹

Invoices automatically include applicable tax based on tax rates configured by the platform admin. Tax line items appear on invoice PDFs as separate entries, showing the tax rate and calculated amount.


Subscription Pauseโ€‹

Tenants can pause their subscription at /billing/pause.

  1. Click Pause Subscription
  2. Select a resume date (up to 90 days in the future)
  3. Confirm the pause

While paused:

  • The account is placed in a restricted state
  • Access to plan features is limited

Subscriptions automatically resume on the selected date via a scheduled command. Tenants can also manually resume their subscription early from the billing page by clicking Resume Subscription.


Gateway Choiceโ€‹

When both Stripe and PayPal are configured by the platform admin, the billing page displays radio buttons allowing tenants to select their preferred payment gateway before initiating any payment action (new subscription, plan change, or invoice payment).


Coupon/Promo Codesโ€‹

Tenants can apply a promotional code on the billing page to receive a discount on their subscription.

Applying a Couponโ€‹

  1. Navigate to the billing page
  2. Enter the promo code in the coupon input field
  3. Click Apply

Once applied, a banner is displayed showing the coupon code name, a description of the discount (e.g., "50% off for 3 months"), and the number of months remaining on the promotion.

Discounted Pricingโ€‹

Plan cards display the original price crossed out alongside the discounted price so tenants can see exactly how much they save.

Removing a Couponโ€‹

Click the Remove button on the coupon banner to remove the applied discount. Pricing reverts to the standard plan rates.

Invoicesโ€‹

All discounts from applied coupons are reflected in generated invoices, showing the original amount, discount, and final total.


Free Trialโ€‹

New tenants start with a free trial (default: 14 days). During the trial:

  • All features are available (with trial limits)
  • No payment required
  • A countdown shows days remaining
  • When the trial ends, the account is restricted until a plan is chosen

Next Stepsโ€‹