Manage billing
Steps for an Admin to check the subscription status, open the billing portal to update a card, and get back in after a payment problem.
You manage the payment information and the subscription of your workspace in a billing portal. The Billing tab of the Settings page shows the status of the subscription and opens the portal. Only an Admin sees this tab.
How do you open the billing portal?
Section titled “How do you open the billing portal?”-
Select the gear icon in the top bar, then select Billing.
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Read the status badge. If the subscription has an amount, the tab also shows the amount for each month.
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Select Manage Stripe Billing.
The billing portal opens.
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Make your changes in the portal.
What do you do when a payment fails?
Section titled “What do you do when a payment fails?”The product emails each Admin of the workspace. The subject is Action needed: your Prescient AI payment failed.
While the subscription is past due and the workspace still has access, each Admin also sees the banner Your subscription is past due at the top of the product.
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Select Go to billing settings in the banner, or open the Billing tab.
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Select Manage Stripe Billing.
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Update the card in the portal.
What do you do when the product areas are closed?
Section titled “What do you do when the product areas are closed?”If the subscription no longer gives access, the product areas close and a page tells you why: Your subscription has expired or Your free trial has ended. Settings and Account stay open.
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Select Go to billing settings on the page.
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Select Manage Stripe Billing and add or update the payment information.
Both pages also tell you to reach out to your customer success manager. For the rules, see Subscriptions and access.