Aggrandize Docs
Billing

Billing Portal

Manage your subscription, invoices, and payment methods.

Accessing the billing portal

All billing management happens through the secure Stripe Customer Portal. To access it:

  1. Go to Settings → Billing
  2. Click Manage Subscription under the Plan card, or View Invoices under the Invoices card
Settings → Billing — both entry points to the Stripe Portal
crm.aggrandizelabs.com/settings/billing

Billing

Manage your subscription and usage

Professional Plan

$2,500/mo base

active

Renews Jun 11, 2026

Manage Subscription
Upgrade to Advanced

Credit Balance

$87.45 remaining

Credits are deducted as you use AI features. Usage also appears on your Stripe invoice with credits applied.

Auto-Reload

$20
$100

Your card on file will be charged automatically when your balance drops below the threshold.

Invoices

View and download invoices in Stripe Portal

View Invoices

You'll be redirected to a secure Stripe-hosted page where you can manage your account:

Stripe Customer Portal — plan, payment method, billing email, and invoice history
billing.stripe.com/p/session/...
Northwind Architects· secure billing
Powered by Stripe

Current plan

Professional · $2,500/mo

Renews Jun 11, 2026

Update plan
Cancel subscription

Payment method

Visa ···· 4242
Update payment method

Billing email

devon@northwindarch.example
Update email

Invoice history

DateDescriptionAmountStatus
May 11, 2026Aggrandize Professional · monthly$2,650.00paidDownload PDF
Apr 11, 2026Aggrandize Professional · monthly$2,650.00paidDownload PDF
Mar 11, 2026Aggrandize Professional · monthly$2,500.00paidDownload PDF
Feb 11, 2026Aggrandize Professional · monthly$2,500.00paidDownload PDF

The portal session is single-use and expires shortly after you finish. Coming back means clicking Manage Subscription or View Invoices again.

What you can do

Update payment method

Add a new credit or debit card, or replace your existing one. Changes take effect immediately and apply to your next invoice.

View and download invoices

Browse your complete invoice history. Each invoice shows:

  • Base plan charge
  • Additional seat charges (if any)
  • AI credit usage for the billing period
  • Total amount charged

Click Download PDF on any row for a copy you can forward to your accounting team.

Change billing email

Update the email address where invoices and payment receipts are sent. This does not affect any user's CRM login — it only changes where Stripe sends receipts.

Cancel subscription

Choose between:

  • Cancel at period end — keep access until your current billing month ends, then stop
  • Cancel immediately — end access right away

After cancellation, your account remains in read-only mode for 30 days so you can export data or reverse course. See Plans & Pricing for the full lifecycle.

View subscription details

See your current plan, renewal date, seat count, and subscription status — all on the portal's main page.

Subscription statuses

The status badge on the Settings → Billing Plan card mirrors Stripe:

StatusWhat it means
ActiveYour subscription is in good standing. Full access to all features.
Past dueA payment failed. You have 7 days to update your payment method before access is interrupted.
CanceledYour subscription has ended or is scheduled to end on a specific date.
Awaiting paymentAn Enterprise invoice has been issued but not yet paid. Click Pay Invoice to settle.
Awaiting payment — Enterprise customer with an open invoice
crm.aggrandizelabs.com/settings/billing

Billing

Manage your subscription and usage

Enterprise Plan

Custom pricing

awaiting payment
Your enterprise subscription is pending. Please pay the invoice to activate your plan.
Pay Invoice

Credit Balance

$87.45 remaining

Credits are deducted as you use AI features. Usage also appears on your Stripe invoice with credits applied.

Auto-Reload

$20
$100

Your card on file will be charged automatically when your balance drops below the threshold.

Invoices

View and download invoices in Stripe Portal

View Invoices

Who can access billing?

Only organization Owners and Admins can view and manage billing settings. Members do not see the Billing card in Settings at all. The Stripe Portal session is scoped to your organization's customer record — what one Owner does there is what every Owner sees the next time they open the portal.

Need help?

If you have questions about a charge or need help with your subscription, contact us at support@aggrandizelabs.com.

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