How to manage billing#
For: Admin You’ll need: Owner role. An active or trialing subscription.
You’ll open the Stripe Billing Portal to update your subscription, download invoices, change your payment method, or cancel. Your subscription is per account — one subscription covers every company you own, billed per person.
Open the subscription panel#
Open the account menu (top-right) and click ‘Account’.
Scroll to the ‘Plan’ section.
The Subscription panel above the plan cards shows your current status, your trial end date (while trialing), and your seat count (while active). The card you’re on is marked ‘Current plan’.
Open the Stripe Billing Portal#
In the Subscription panel, click ‘Manage subscription’.
Shiftavo creates a Stripe portal session and redirects you to it.
What you can do in the portal#
Update the payment method.
Download past invoices and receipts.
Update your billing email and address.
Switch to a different plan — a downgrade applies immediately and the difference is prorated (see How to change your plan).
Cancel the subscription (you’ll keep access until the period end — see How trials and grace periods work).
Note
You don’t set the seat count by hand. Shiftavo counts the distinct people across all your companies (active and pending members, you included) and pushes that number to Stripe automatically — when you invite someone, change a member’s status, or add or delete a company. Someone who works in two of your companies is one seat, not two.
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. A cancellation shows as ‘Cancels at period end’ in the portal until the end of the billing period; after that your account enters the grace flow described in How trials and grace periods work.