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Client Portal

Billing & Subscriptions

View your subscription status, manage payments, and check upcoming invoices.

Billing Overview

The Billing tab shows a table of all your agents with their plan type, monthly cost, and status (Active, Pending, Past Due, Canceled, etc.).

Total Monthly Cost

The total of all active agent subscriptions is shown at the bottom of the billing table.

Upcoming Invoice

Click "Upcoming Invoice" to see your next payment date, itemized charges per agent, and the total amount due.

Payment Setup

If your account requires payment setup, you will see a "Complete Payment" button that takes you to a secure Stripe checkout page.

Trial Accounts

Trial accounts show the time remaining on your trial and an "Activate" button to convert to a paid subscription.

← Company Profile Viewing Invoices →

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