Billing & portal

Billing & the customer portal

Updated Sep 2, 20264 min read
Examples
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Upgrading

Upgrade from Settings → Billing, where the plan cards offer Pro (monthly or yearly, with the yearly option billed at a lower effective monthly rate) and the one-time Lifetime purchase, or from the pricing page and the upgrade prompts in the app. Checkout is handled by Stripe, and access to paid features turns on as soon as the payment completes.

A Foundation workspace that has never checked out has no Stripe billing account yet, so the Billing page shows Choose your plan in place of the portal and card controls. Those appear after your first checkout.

Paid workspaces can also enable pay-as-you-go audits from the Billing page: on-demand audits beyond the plan quota keep running and are billed per audit at the end of the month, metered on completed audits only. Scheduled re-audits stay within the plan quota and never bill overage.

The customer portal

Manage an existing subscription in the customer portal, reachable from your billing settings. From there you can update your payment method, change between monthly and yearly, download invoices, and cancel. Cancelling leaves paid features active until the end of the period you have already paid for.

When you hit a limit

When you reach a plan limit, the action is blocked with a clear reason rather than failing silently: hitting the site cap or the monthly run cap shows an upgrade prompt explaining which limit you reached, and the API returns 403 with code `plan_limit_hit`. Upgrading raises the limits immediately. See Plans & quotas for the numbers.

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Billing & the customer portal, PageReflect docs