Billing and Credits: Subscription, Invoices, Payment Methods, Credits

This guide covers the billing-related tabs that live inside organization settings.

Entry Points

Route: /dashboard/organization/settings

• /dashboard/organization/settings?tab=subscription: subscription status, plan tier, billing cycle
• /dashboard/organization/settings?tab=invoices: invoice list and hosted receipt links
• /dashboard/organization/settings?tab=payment-methods: Stripe billing portal launch
• /dashboard/organization/settings?tab=credits: credit balance, purchase history, auto top-up

For general organization controls:

• Organization Settings: General, Members, Roles

Subscription

Use this tab to:

• View current subscription plan and status
• Start upgrade or downgrade flows
• Review billing cycle details

Invoices

Use this tab to:

• Review recent invoices for the active organization
• Open Stripe-hosted invoice pages or receipts when available
• Confirm invoice amount, status, and creation date without leaving the app first

Recommended use:

• Start in the in-app invoices tab for quick verification
• Jump to Stripe-hosted pages only when you need a formal receipt, PDF, or deeper payment context

Payment Methods

Use this tab to:

• Launch the Stripe billing portal for this organization
• Add or replace the default payment method
• Update billing address, tax details, and invoice preferences

Permission note:

• Only organization owners and admins can open billing management actions

Credits

Use this tab to:

• View credit balance and usage history
• Purchase credits manually
• Configure auto top-up

Recommended Auto Top-up Settings

Suggested starting values (adjust for your budget):

• Threshold: 5% (trigger when balance falls below this level)
• Cooldown: 30 minutes
• Max top-ups/day: 3

This helps prevent AI feature interruptions when credits are consumed quickly.

Troubleshooting

• Balance unchanged after purchase: first verify Stripe webhook delivery
• Auto top-up not triggered: verify it is enabled, threshold is reasonable, and daily cap is not reached
• Billing portal fails to open: check Stripe configuration and ensure the organization has a valid Stripe customer context
• No invoices visible: invoices appear only after the organization has a paid subscription or credit purchase history