Managing Your Card, Invoices, and Payment History

P

Parth

Last updated on Aug 8, 2026

Everything about your subscription lives at Settings → Plan & Billing. Note this is separate from Finance, which is about money coming in from clients.

Your plan

The Plan section shows your current plan, its status, the platform fee and payout delay you're on, and the features included. Two buttons sit alongside it:

  • Upgrade — opens the plan comparison so you can move up a tier.
  • Manage — opens a secure billing portal in a new tab.

What you do in the billing portal

Select Manage to:

  • Update or replace the card your subscription charges
  • Download PDF invoices
  • Change the billing address on your invoices
  • Cancel your subscription

The portal is where cancellation happens — there's no cancel button in the dashboard itself. See Canceling Your Subscription.

Payment methods

The Payment Methods section lists the cards saved to your account, with Add New to add another. This is the card used for your subscription, not for anything clients pay you.

If a card is expiring, add the replacement before the old one lapses. A failed subscription charge moves your account to Past Due.

Payment history

The Payment History table lists every subscription charge with:

Column What it shows
Date When the charge was made
Description What it was for
Invoice ID The reference to quote if you contact us
Amount What was charged
Status Whether it succeeded

Use the pagination controls at the bottom to go further back, or Results per page to show more at once.

Promo codes

If you have a code, apply it when you subscribe — the confirmation dialog has a Have a code? link that reveals the field. Codes can't be applied to a subscription that's already running.