Manage billing

Settings → Billing shows the organization subscription and the plan catalog. Billing actions are permission-aware: some users see a read-only view, self-serve plans can open secure checkout, and an active subscription can open the billing portal when that capability is available.

Typical time

5–10 minutes

You need

Billing-management permission for changes

Outcome

A reviewed plan or authorized billing session

Step 1: Review the current subscription

Open Settings → Billing and review:

• current plan and subscription state;
• monthly or yearly interval;
• renewal date;
• included seats and billable extra seats; and
• whether billing is managed or read only.

Choose View current plan to open its details. The drawer separates the plan overview, capabilities, limits, commercial model, and subscription behavior.

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Review the subscription summary

Show a synthetic current plan, interval, state, renewal, and seat summary.

Future capture briefMask organization references and do not capture customer, payment, invoice, session, or subscription identifiers.

Step 2: Compare plans and intervals

Use Monthly or Yearly to change the comparison interval. This changes the displayed catalog price; it does not change the active subscription by itself.

For each plan, review:

• included capabilities and plan limits;
• included and extra-seat pricing;
• whether it is the Current plan;
• whether it supports self-serve checkout; and
• whether the path is Contact sales or unavailable.

Choose View plan for the full entitlement and commercial detail before selecting a plan.

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Compare monthly and yearly plans

Show the interval control and synthetic plan cards with current, self-serve, and contact-sales states.

Future capture briefUse example pricing only; do not show real organization entitlements or negotiated commercial terms.

Step 3: Start self-serve checkout

If you can manage billing and a non-current plan supports self-serve purchase:

1. choose the intended interval;
2. select the plan card or open View plan;
3. review what changes;
4. choose the plan action or Self-serve checkout; and
5. complete the secure checkout flow.

Paid access starts only after verified billing confirmation. Opening checkout is not proof that the subscription or entitlements changed.

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Start an authorized self-serve checkout

Show the plan detail drawer and the checkout action before leaving ScrinCloud.

Future capture briefStop before the external payment form. Never capture checkout URLs, session IDs, card data, billing addresses, or customer identifiers.

Step 4: Manage an active subscription

Choose Manage billing when the organization allows billing management and the billing portal is available. Use the provider-hosted portal for supported subscription, invoice, and payment-method actions.

If the action is absent, the page is read only, the portal is unavailable, or the plan uses a sales-managed commercial path. Contact the organization billing owner or sales contact instead of trying to construct a portal URL.

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Open billing management

Show the Manage billing action and its loading state on a synthetic organization.

Future capture briefDo not capture the external portal, portal URL, invoices, payment methods, customer IDs, or session data.

Check your result

Return to Billing and confirm the subscription state, interval, renewal, current-plan badge, seat counts, and entitlement summary match the verified billing result. A checkout redirect or source/deployment wiring alone does not prove the subscription changed.

Common blockers

Plan selection says Not available

The account may be read only, the plan may be current, or self-serve checkout may be disabled. Review the plan’s commercial model.

Manage billing is missing

You need billing-management permission and an available billing portal for the organization subscription.

Checkout opened but the plan did not change

Return only after completing the provider flow, wait for verified billing confirmation, then reload Billing. Never share a checkout or portal session identifier with support.