Once you have a plan, you manage payment details and invoices in a secure billing portal run by Stripe.

Before you start: you need the owner role, and your organization must already have chosen a plan.

Open the billing portal

  1. At the bottom of the menu, select Billing.
  2. Select Manage billing at the top right.
  3. The billing portal opens. From there you can:
    • update your card,
    • change your billing email or address,
    • download past invoices,
    • change or cancel your plan (if these options are offered for your account).
  4. When you're done, use the portal's link to return to CompleteVantage.

If a payment fails

When a payment doesn't go through, Billing shows Status: Payment overdue and the notice "The last payment didn't go through. Use "Manage billing" to update your card."

  1. Select Manage billing.
  2. Update your card or pay the open invoice.
  3. Return to Billing. The status goes back to Active once the payment succeeds.

Add or remove screens

You don't need to change anything here. The number of screens you pay for follows your paired screens. To stop paying for a screen, remove it: see Screen settings.

Troubleshooting

"Choose a plan first. Billing details appear once you have one." You haven't started a plan yet. See Choose a plan.

I don't see Billing in the menu. Only owners see it, and only when your account uses online billing. Ask an owner in your organization, or check under People who the owners are.

What's next