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Managing Your Subscription, Payments & Invoices

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Written by Tom
Updated over 3 weeks ago

Managing Your Subscription, Payments & Invoices

This guide covers how to manage your AddCal subscription, update payment methods, and access your billing history.

Accessing Subscription Management

To manage your subscription:

  1. Navigate to the Subscriptions page from your dashboard

  2. Click the "Manage" button in the subscription management section

  3. You'll be redirected to the Stripe billing portal where you can update payment methods, view invoices, or cancel your subscription

Note: Only team owners and administrators can manage subscriptions.

Adding Business Information to Invoices

You can add custom information to appear on your subscription invoices, such as your business address, tax ID, or company name:

  1. Go to Settings in your dashboard

  2. Scroll to the "Invoice Information" section

  3. Enter your business details in the text area (e.g., business name, address, tax ID)

  4. Click "Save Invoice Info"

This information will appear as a footer on all future invoices.

Known Issue: Due to a Stripe limitation, the first invoice after adding this information may sometimes not include your custom billing details. If this happens, please contact us via live chat and we'll help resolve it.

Changing Your Plan

You can upgrade, downgrade, or change billing intervals directly from the Subscriptions page.

Upgrades & Billing Interval Changes

  • Changes take effect immediately

  • You'll be charged a prorated amount for the difference

  • The prorated charge covers the remaining time in your current billing period

Downgrades

  • Changes take effect at the end of your current billing cycle

  • No immediate charge

  • You'll continue to have access to your current plan features until the cycle ends

Preview Before Changing

Before confirming a plan change, you'll see a preview showing:

  • Current plan vs. new plan details

  • Immediate charges (if any)

  • Proration breakdown

  • Next billing date and amount

Unpaid Invoices

If you have unpaid invoices:

  • You must resolve them before subscribing to a new plan or making plan changes

  • Pay outstanding invoices through the Stripe billing portal

  • Contact support if you need assistance

Past Due Subscriptions

If your payment fails:

  • You'll see a payment required warning on the Subscriptions page

  • Update your payment method in the Stripe billing portal

  • Your subscription will automatically resume once payment is successful

Viewing Billing History

Your billing history is displayed at the bottom of the Subscriptions page and includes:

  • Invoice date and number

  • Description (subscription type or changes)

  • Amount paid

  • Payment status

  • Download link for invoice PDF

Downloading Invoices

To download an invoice:

  1. Scroll to the Billing History section

  2. Find the invoice you need

  3. Click the "Download" button next to the invoice

Invoices are also available in the Stripe billing portal.

Canceling Your Subscription

To cancel your subscription:

  1. Click "Manage" on the Subscriptions page

  2. In the Stripe billing portal, select "Cancel subscription"

  3. Follow the prompts to confirm cancellation

Your access will continue until the end of your current billing period.

Need Help?

If you encounter any issues with payments or subscriptions, please contact our support team for assistance.

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