Managing billing in the Stripe portal

The Stripe customer portal is where you manage the financial side of your subscription: payment method, invoices, billing details, and cancellation. Open it from Settings → Plan & Billing by clicking Manage billing. You arrive on a secure Stripe page tied to your account.

Only account admins can open the portal.

What the portal handles

The portal covers everything that touches money or the Stripe customer record:

• Payment method. Add a new card, replace the existing one, or update an expired card. Changes apply to the next invoice.
• Invoices. Download every past invoice as a PDF, with line items, taxes, and your billing details printed on each one.
• Billing details. Edit the company name, address, and tax ID. The next invoice picks up the new values, which matters for VAT and reverse charge in the EU.
• Cancellation. Cancel your subscription. Access stays available until the end of the current billing period, then the workspace switches to read-only.

What the portal does not handle

Plan changes happen in Gridwork, not in Stripe. Switching between tiers (for example, Starter to Professional) and adding or removing add-ons like Google Ads or Website is done from Settings → Plan & Billing in the dashboard. The portal does not show your Gridwork plan options.

The quantity of companies on your subscription is also driven from Gridwork. You don't edit line-item quantities in the portal; add or remove a company in the dashboard and the subscription updates on its own.

Updating your payment method after a failed charge

If a charge fails, the billing tab shows a banner with an Update payment method button. Clicking it drops you straight into the portal's payment screen. Once Stripe successfully retries with the new card, the workspace returns to its normal state automatically. You don't need to take any action in Gridwork after the retry succeeds.

Cancellation

Cancelling in the portal stops the next renewal. The subscription stays active until the end of the paid period, then billing_status flips to canceled and the workspace becomes read-only. You can reactivate by adding a payment method again from the billing tab.

If you want to delete the account entirely (not just cancel), do that from Settings → Account. The account deletion flow cancels the Stripe subscription and detaches the customer as part of the cascade.

Security and data

Stripe handles all payment data. Gridwork stores only a customer reference and the mirrored subscription status, never card numbers. The portal session is short-lived and account-scoped, so a portal link from one account cannot be used to access another.