Manage Billing

Use Billing settings to review free-trial or subscription status, activate or change a paid plan, update payment details, manage the billing contact, and retrieve invoices.

Permissions#

• Only organization admins can open Billing and perform billing actions.
• Stripe billing must be configured for payment and invoice actions.
• A new organization can use REKNOWN during its 14-day free trial without an active paid subscription. Payment, invoice, cancellation, and plan-change controls may remain unavailable until a Stripe customer or subscription exists.

Review Billing Status#

1. Open Settings.
2. Select Billing.
3. Review Status, including an active trial and its end date, the current paid period end, a scheduled cancellation, or a grace-period end when shown.
4. Review Plan, including any plan scheduled for the next period.
5. Review Payment method, including card brand, last four digits, and expiration.

Change the Billing Interval#

1. Select Switch to Monthly next period or Switch to Yearly next period, depending on the current plan.
2. Confirm that the pending plan and start date appear under Plan.
3. To reverse the pending change before it starts, select Cancel scheduled plan change.

Plan changes are scheduled for the current billing period's end; they do not switch the active interval immediately.

Trial organizations must first activate a paid subscription before paid-plan interval changes are available.

Cancel or Resume#

1. Select Cancel at period end to schedule cancellation.
2. Confirm that Cancellation is scheduled at period end. appears.
3. Before the period ends, select Resume subscription to remove the scheduled cancellation.

Scheduling cancellation does not immediately end access. The current subscription remains usable through its current period, subject to the billing status shown.

Update the Payment Method#

1. Under Payment method, select Update payment method.
2. Complete the Stripe payment fields.
3. Select Save payment method.

The saved card becomes the Stripe customer's default for future invoices and, when a subscription exists, the subscription's default payment method.

Update the Billing Contact#

1. Enter any needed Name, Email, Phone, Address line 1, Address line 2, City, State, Postal code, and Country.
2. Select Save billing contact.

All billing-contact fields are optional, but Email must be valid when supplied. The saved details are also synchronized to the Stripe customer when one exists.

Review Invoices#

1. Scroll to Invoices to review up to 12 recent Stripe invoices.
2. Select Open invoice for the Stripe-hosted invoice page.
3. Select PDF to open the invoice PDF when Stripe provides one.

Both invoice links open in a new browser tab.

Expected Outcome#

The billing summary updates after a successful action. Contact and payment-method changes display success messages, scheduled plan or cancellation changes appear in the summary, and invoice links open Stripe records.

Troubleshooting and Important Notes#

• Start a subscription before managing paid billing: Trial access does not create a paid subscription. Complete subscription activation before changing payment methods, paid plans, cancellation, or portal-managed details.
• A 14-day free trial allows normal workspace access until its displayed end date. Activate a paid subscription before that date to avoid an interruption.
• If Update payment method is disabled, the organization does not yet have a Stripe customer or an update is already in progress.
• Stripe publishable key is not configured for this web app: Payment-method entry cannot load until the deployment is configured.
• A grace-period end indicates when billing access is expected to stop if payment is not resolved.
• No invoices found yet. means Stripe returned no invoice records for the organization customer.