How to manage billing#
For: Admin You’ll need: Owner role on the tenant. An active or trialing subscription.
You’ll open the Stripe Billing Portal to update your subscription, download invoices, change your payment method, or cancel.
Open billing#
Open the account dropdown (top-right) and click ‚Account‘.
In the sign-in service, click ‚Billing‘.
Open the Stripe Billing Portal#
Click ‚Manage billing‘.
Shiftavo creates a Stripe portal session and redirects you to it.
What you can do in the portal#
Change the plan or seat count on your subscription.
Update the payment method.
Download past invoices and receipts.
Update your billing email and address.
Cancel the subscription (you’ll keep access until the period end — see How trials and grace periods work).
When you’re done, click ‚Return to Shiftavo‘ at the top of the portal.
Verify it worked#
Any change you make in the portal takes effect immediately. Cancellations show up on your tenant as ‚Cancels at period end‘ until the end of the billing period; after that the tenant enters the grace flow described in How trials and grace periods work.