The Billing Account area helps admins review subscription details, manage payment methods, view invoices, and renew or recover subscriptions when payment or cancellation issues occur.
This article covers three billing pages:
- Billing Info
- Billing History
- Renew Center
🧾 Billing Info #
The Billing Info page shows your current subscription and latest invoice details.
Go to:
Billing Account → Billing Info
You can review:
- Subscription ID
- Stripe Customer ID
- Subscription status
- Current plan
- Billing interval
- Current period start
- Next billing date
- Latest invoice
- Account balance or credits
📌 Subscription Details #
The Subscription Details section shows the current plan connected to your billing account.
Possible subscription statuses include:
- ✅ Active
- ⚠️ Past Due
- ⚠️ Cancel at period end
- ⚠️ Unpaid
- ⚠️ Awaiting Payment
- ⚠️ In Complete
- ⚠️ Paused
- ❌ Canceled
The billing interval shows whether your plan is billed:
- Monthly
- Yearly
🧾 Latest Invoice #
The Latest Invoice section shows the most recent invoice from Stripe.
You may see:
- Amount paid
- Currency
- View Receipt button
- Download Invoice button
If no invoice is available, the page shows:
No invoice available
💰 Account Balance #
The Account Balance section shows whether your Stripe account has an outstanding balance or available credit.
⚠️ Outstanding Balance #
This means an amount is owed and may be added to the next invoice.
✅ Available Credits #
This means your account has credit that will reduce a future invoice automatically.
ℹ️ No Balance #
This means there is no outstanding balance or available credit.
🏦 Manage Payment Account #
Click Manage Payment Account to open the Stripe Billing Portal.
Use it to:
- Update payment method
- Change card details
- Review payment information
- Manage billing details supported by Stripe
If the portal cannot open, check that your Stripe customer account exists, and your session is active.
❌ Cancel Subscription #
If your subscription is active, you may see Cancel Subscription.
When cancelling, the system asks for:
- Cancellation reason
- Optional note
Important:
- Cancellation is scheduled for the end of the current billing period.
- Your system remains active until the current period ends.
- After the period ends, system access and subscription features may be disabled.
The warning explains that cancellation can affect:
- WhatsApp webhook integration
- Auto-replies and flows
- Broadcast messaging
- Agent/inbox access
📜 Billing History #
The Billing History page lists invoices for your billing account.
Go to:
Billing Account → Billing History
You can use this page to search, filter, sort, view, and download invoices.
📋 Invoice Table #
Each invoice row includes:
- Invoice number
- Invoice description
- Amount
- Currency
- Created date
- Billing period
- Status
- Actions
Available actions may include:
- 👁️ View invoice
- ⬇️ Download invoice PDF
🔍 Search and Filters #
You can search invoices by invoice ID directly from the page.
The advanced filter dialog lets you filter by:
- Status
- Plan
- From date
- To date
- Minimum amount
- Maximum amount
Invoice statuses include:
- Paid
- Open
- Draft
- Void
- Uncollectible
↕️ Sorting #
You can sort billing history by:
- Invoice number
- Amount
- Created date
- Status
The table supports ascending and descending sorting.
📄 Pagination #
Billing History displays invoices in pages.
The page shows:
- Current visible range
- Total invoice count
- Previous/next page controls
- Page number navigation
🔄 Renew Center #
The Renew Center helps you handle subscription renewal, failed payments, cancellation recovery, and upgrade prompts.
Go to:
Billing Account → Renew Center
The page changes depending on your subscription status.
❌ Canceled or Cancel at Period End #
If your subscription is canceled or scheduled to be canceled, Renew Center shows a renewal checkout form.
You can review or update company billing details:
- Company name
- Phone number
- Country
- City
- Address
You can also choose whether to update your company profile with the billing details.
Then click:
Continue To Checkout
This redirects you to Stripe checkout to renew the subscription.
📦 Subscription Plan Details #
Renew Center shows the plan being renewed:
- Plan name
- Plan price
- Period description
- Renewal due date
- Remaining days
You can also click Change Plan to choose a different subscription plan.
🧾 Renew Order Summary #
The Renew Order Summary shows:
- Plan price
- Subscription start
- Next renewal date
- Period
- Subtotal
- Total taxes
- Grand total
Dates are shown in UTC.
⚠️ Past Due Subscription #
If your subscription is past due, Renew Center shows a payment failed alert.
You can see:
- Invoice number
- Amount due
- Attempt date
- Pay Invoice button
- Download Invoice button
Click Pay Invoice to complete payment and avoid service interruption.
✅ Active Subscription #
If your subscription is active, Renew Center shows your current subscription status and remaining days.
You may see actions such as:
- Refresh Subscription
- Upgrade Plan
Use Upgrade Plan if you need more features or higher limits. The system calculates prorated amounts so that unused time is considered.
🔎 Common Issues #
No Active Subscription #
If no active subscription exists, Billing Info may show No active subscription and offer a Choose Plan button.
Cannot Open Billing Portal #
Check that:
- Your billing customer exists in Stripe.
- Your user has Payment view permission.
- Your session is active.
Invoice Not Found #
The invoice may not exist yet, or Stripe may not have returned invoice links.
Payment Failed #
Go to Renew Center, review the failed invoice, and click Pay Invoice.
🧠 Best Practices #
- Keep billing contact details updated.
- Download invoices for accounting records.
- Check Billing History after every payment.
- Use the Renew Center quickly when payment becomes past due.
- Update the payment method before the next billing date.
- Review cancellation impact before confirming cancellation.
- Upgrade from Subscription Plans if your usage is growing.
✅ Summary #
The Billing Account area gives admins control over subscription billing, invoices, payment methods, cancellation, and renewal.
Use Billing Info to review the current subscription, Billing History to search and download invoices, and Renew Center to resolve failed payments, renew canceled subscriptions, or upgrade when needed.
