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Document the Billing tab (current plan + payment method) on Account management #778

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Document the Billing tab (current plan + payment method) on Account management #778

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Document self-serve Billing tab on the Account management page
promptless[bot] Jul 22, 2026
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Document viewing your current plan on the Billing tab
promptless[bot] Jul 22, 2026
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31 changes: 31 additions & 0 deletions src/content/docs/docs/reference/account-management.mdx
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Expand Up @@ -86,6 +86,37 @@ Promptless provides enterprise-grade security features for organization manageme
Enterprise customers have access to additional security features including custom data retention policies and advanced audit logging.
</Aside>

## Billing

Billing is a tab in the dashboard Settings page, visible only to **`Admin`** users in organizations on a paid plan. Organizations that aren't on a paid plan—including free and trial organizations—and non-admins won't see the tab, and anyone who navigates to it directly sees a restricted-access message.

### View your current plan

The Billing tab (visible to admins on a paid plan) shows a **Current plan** section that summarizes your organization's active subscription. It's one section on the tab, not the whole tab, and its information is read-only:

- **Plan name** — the subscription's product name, for example "Promptless Startup".
- **Price and billing cadence** — a fixed amount and frequency, for example "$500/month". When the price can't be shown as a simple fixed amount (for example, usage-based, tiered, or non-USD subscriptions), the view shows "Custom pricing" with the billing frequency instead of a calculated number.
- **Subscription status** — a status label, for example "Active", "Trial", "Payment overdue", "Unpaid", "Paused", or "Setup incomplete".
- **Next billing event** — a single line, for example "Renews Aug 7, 2026". Depending on the subscription, this line instead shows a trial's end date, the scheduled end date when a cancellation is pending, or when the current billing period ends.

<Aside type="note">
When there's no current subscription to display—for example, before a subscription is in place or after a previous one has ended—admins see a message that no active subscription was found, along with a prompt to email [help@gopromptless.ai](mailto\:help@gopromptless.ai) if that looks wrong.
</Aside>

Updating the card on file or changing your plan is covered in the following sections.

### Update your payment method

Admins can update the card on file themselves through Stripe's secure hosted billing portal, opened directly to the card-update flow from a button in the dashboard. After updating, you're returned to the Billing tab. This self-serve flow covers card updates only—subscription changes and cancellation are not handled here.

<Aside type="note">
Card details are handled entirely by Stripe's hosted portal. Promptless never sees or stores your card data.
</Aside>

### Change or cancel a subscription

Subscription changes—including plan upgrades, seat changes, and cancellation—aren't self-serve. For any of these, or for other billing questions, email our support team at [help@gopromptless.ai](mailto\:help@gopromptless.ai).

## Need help?

If you have questions about account management or need assistance with team setup, please reach out to our support team at [help@gopromptless.ai](mailto\:help@gopromptless.ai).
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