Billing & Subscription Settings

The Billing tab in Settings allows Workspace Owners to manage subscriptions, payment methods, and billing history. This is your central hub for all billing-related tasks.

Accessing Billing Settings

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What You Can Do in Billing Settings

The Billing tab provides access to all subscription and payment management:

1. View Current Plan

See your active subscription plan:

• Plan name (Trial, Starter, Professional, Enterprise)
• Billing cycle (Monthly or Annual)
• Number of seats
• Renewal date
• Subscription status

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2. Upgrade or Downgrade

Change your subscription plan:

• Upgrade to Professional for advanced features
• Downgrade to Starter to reduce costs
• Switch between monthly and annual billing
• Add or remove seats

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3. Manage Payment Methods

Update your payment information:

• Add new credit/debit card
• Update existing card details
• Change default payment method
• Remove old payment methods

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4. View Billing History

Access your complete billing history:

• All past invoices
• Payment dates and amounts
• Download invoices as PDF
• View payment status

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5. Cancel Subscription

If needed, you can cancel your subscription:

• Cancel at any time
• Access continues until end of billing period
• No refunds for remaining time
• Can reactivate later

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Quick Actions

Common billing tasks you can perform:

Task	Where to Find It	Who Can Do It
Upgrade plan	Billing tab > Plan cards	Owner only
Update payment	Billing tab > Payment methods	Owner only
Download invoice	Billing tab > Billing history	Owner only
Cancel subscription	Billing tab > Cancel button	Owner only
View current plan	Billing tab > Current plan card	Owner only

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Trial Period

If you're on a trial:

What you see in Billing:

• Trial status and days remaining
• Trial end date
• Option to upgrade before trial ends
• No payment method required during trial

When trial ends:

• Prompted to select a paid plan
• Can upgrade to Starter or Professional
• Or workspace access is restricted

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Subscription Status

Your subscription can have different statuses:

Active ✅

• Subscription is current
• Full access to all features
• Billing is up to date

Trialing 🎁

• Free trial period
• Full access to all features
• No payment required yet

Past Due ⚠️

• Payment failed
• Limited access
• Update payment method immediately

Canceled ❌

• Subscription was canceled
• Access until end of billing period
• Can reactivate

Expired 🚫

• Subscription ended
• No access to workspace
• Must upgrade to regain access

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For Detailed Billing Information

This page provides a quick overview of billing settings. For comprehensive information about:

• Understanding Plans - See Understanding Plans
• Upgrading Your Plan - See Upgrading Your Plan
• Managing Subscription - See Managing Subscription
• Feature Gating - See Feature Access

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Troubleshooting

"I don't see the Billing tab"

Only Workspace Owners can see the Billing tab.

Solution:

• Check your role in the Profile tab
• If you're an Admin or Member, you cannot access billing
• Contact your workspace Owner for billing matters
• Or ask the Owner to transfer ownership (requires support)

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"My payment failed"

If a payment fails:

1. Check your card - Ensure it's not expired
2. Check your balance - Ensure sufficient funds
3. Update payment method - Add a new card
4. Contact your bank - They may have blocked the charge
5. Try again - Click "Retry Payment" if available

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"I can't upgrade my plan"

If you're unable to upgrade:

1. Check subscription status - Must be active or trialing
2. Check payment method - Must have valid payment method
3. Try different browser - Clear cache or try incognito
4. Contact support - If issue persists

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"I was charged but don't see the upgrade"

If you were charged but your plan didn't upgrade:

1. Wait a few minutes - Processing can take time
2. Refresh the page - Press F5 or Ctrl+R
3. Log out and back in - Force a fresh session
4. Check billing history - Verify the charge went through
5. Contact support - With your invoice number

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"I want a refund"

SignNXT's refund policy:

• No refunds for partial months/years
• Prorated credits for downgrades (applied to next bill)
• No refunds after cancellation
• Trial period is free (no refunds needed)

Exception: Contact support if you believe you were charged in error.

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Security Considerations

Payment Security

Your payment information is secure:

• ✅ Processed by Stripe (PCI-compliant)
• ✅ Card details never stored on SignNXT servers
• ✅ Encrypted transmission
• ✅ Secure payment forms
• ✅ No one can see full card numbers

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Billing Access

Only the Workspace Owner can access billing:

• ✅ Prevents unauthorized changes
• ✅ Protects payment information
• ✅ Ensures billing accountability
• ✅ Maintains audit trail

If you need to share billing access, consider:

• Transferring ownership (contact support)
• Sharing invoice PDFs (download and send)
• Providing read-only access (not currently available)

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