Manage Billing Portal
Open the billing portal for subscription and payment-method changes.
Use the billing portal for subscription management, invoices, and payment-method updates when the portal is available for the workspace.
The billing portal opens through Stripe when the workspace has a Stripe customer connected. If the workspace has no Stripe customer yet, manage the plan from the Billing page checkout actions first.
Open The Billing Portal
- Open Settings.
- Go to Billing.
- Select the billing portal action.
- Complete the change in the billing portal.
- Return to Agiled and refresh Billing if needed.
Complete one billing change at a time. If you change payment method, tax details, plan, and add-ons together, it is harder to troubleshoot which change caused a billing or access issue.
Who Should Use It
Billing changes should be handled by owners or trusted admins. Billing settings can affect the entire workspace.
Before opening the portal, confirm you are in the correct workspace. Teams with multiple organizations should avoid changing the wrong subscription or payment method because the portal is tied to the active workspace customer.
If another admin is also managing billing, coordinate before entering the portal. Concurrent billing changes can create confusion around invoices, plan state, and feature access.
What You Can Review
From the Billing page before opening the portal, review:
- Current plan, plan status, and billing model.
- Payment method summary.
- Usage limits for members, storage, AI credits, and other plan features.
- Available plans and billing interval.
- Add-ons such as extra team seats or branding capacity when available.
- Billing history and downloadable paid invoices.
Portal Checklist
- Confirm you are in the correct workspace.
- Review current usage before changing plan or add-ons.
- Open the portal only if you intend to manage subscription or payment details.
- Complete the change in the portal.
- Return to Agiled and refresh the Billing page.
- Confirm the current plan, payment method, add-ons, and invoices look correct.
Keep a note of what changed in the portal, especially when updating payment method, billing email, tax details, subscription interval, or add-ons.
If the Portal Does Not Open
If Agiled cannot open the portal, the plan is not changed. Stay on the Billing page and retry. If the issue continues, confirm the workspace has an active Stripe customer and that your user has permission to manage billing.
If the portal opens but the expected subscription is missing, return to Agiled and verify the active workspace, current plan, and billing customer. Do not start a new checkout from the portal unless you are intentionally changing the workspace subscription.
After Portal Changes
After updating payment method, plan, or billing details, return to Agiled and refresh the Billing page. Confirm the plan, add-ons, invoices, payment method, and usage limits are current. If access to a feature should change, sign out and back in or refresh the workspace before reporting an access problem.
If a payment failed, review the billing portal invoice and payment method before changing the plan. Failed payment recovery and plan changes are different actions.
Billing Evidence To Keep
For important changes, note the date, workspace, plan, billing interval, payment method change, invoice number, and admin who made the change. This helps support and finance reconcile subscription questions later.