Billing is an Owner / Admin screen. Open Settings and pick Billing in the left list. Other roles do not see the tab.
Current plan
The “Current plan” card shows:
- The plan name, Founders or Standard.
- A status pill: Trial, Active, Past due, Canceled, or Expired.
- The price, one of $99/mo, $999/year, $199/mo, or $1,990/year.
- “Trial ends [date]” while you are on a trial.
- “Next billing: [date]”.
Update card, bank, or billing details
The “Payment method” card reads: “Update your card, Link account, bank account, invoices, and billing details in the Stripe Customer Portal.”
Click Open Billing Portal
The Stripe Customer Portal opens in a new browser tab. The button notes “Opens Stripe Customer Portal in a new tab.”
Make your changes in the portal
Update the card or bank account on file, download invoices, or edit billing details.
Return to BayBoard
Close the portal tab when you are done.
Cancel or resume
Cancel Subscription is a text link under the Payment method card. It is hidden while billing is past due, and after you have already scheduled a cancel. Clicking it opens “Cancel subscription?”. Type CANCEL to enable Cancel Subscription, or click Keep Subscription.
- On a trial, access continues through the trial end date. No charge follows after you cancel during the trial.
- On an active plan, access continues until the end of the current billing period. There is no refund and no proration.
After you confirm, the Current plan card shows “Cancels on [date]”. The toast reads “Subscription canceled. Access ends [date].”
Resume subscription appears when a cancel is already scheduled and the status is still Trial or Active. Click it to keep the plan. The toast reads “Subscription resumed.”
Trial banner
During a trial, a banner at the top of the app reads “[n] days left in your trial.” Its Manage Billing link opens Settings > Billing.
Past due
If a payment fails, a banner reads “Payment past due. Update your payment method to restore full access.” with an Update Payment link.
While billing is past due the whole app is read-only for every role, including the Owner / Admin. Staff can still see the board, but cannot add or edit jobs, drag cards, run Auto-Schedule, or change any setting. The Unassigned panel shows “Payment past due. Update your payment method to restore full access.” Update the payment method in the Stripe Customer Portal to restore full access.
