Settings — Billing & Subscription
Navigate to: Settings > Billing tab
Required role: Admin
This tab lets administrators view the current subscription plan, monitor usage, and manage billing through the Stripe Customer Portal.
Current Plan
The top section displays your organization's active subscription:
| Field | Description |
|---|---|
| Plan Name | Current tier: Trial, Starter, Professional, or Enterprise |
| Status | Subscription status: Active, Past Due, Cancelled, or Suspended |
| Next Billing Date | When the next payment will be charged (for active subscriptions) |
| Trial Expires | Trial end date (shown only for trial plans) |
Usage Meters
Three usage indicators show how much of your plan limits you are using:
| Meter | Description |
|---|---|
| Users | Number of active users vs. plan limit |
| Storage | Storage consumed vs. plan limit (in GB) |
| AI Quota | AI actions used vs. plan limit |
Available Plans
The plan comparison section shows all available tiers with a Monthly / Annual toggle (annual plans save approximately 20%).
| Plan | Monthly | Annual | Users | Storage | AI Actions |
|---|---|---|---|---|---|
| Starter | $49/mo | $470/yr | 10 | 5 GB | 500 |
| Professional | $99/mo | $950/yr | 50 | 25 GB | 5,000 |
| Enterprise | $249/mo | $2,390/yr | 500 | 100 GB | 50,000 |
Upgrading or Changing Plans
First Subscription (from Trial)
If your organization is on the Trial plan, clicking Upgrade on any plan opens the Stripe Checkout page where you enter payment details and subscribe.
Existing Subscription
If you already have an active subscription, clicking Upgrade or Downgrade opens the Stripe Customer Portal where you can:
- Switch between plans with automatic proration (credit for unused time on your current plan)
- Switch between monthly and annual billing
- Cancel your subscription
- Update your payment method
- View invoice history
Proration
When upgrading mid-cycle, Stripe automatically calculates the prorated amount. For example, upgrading from Professional ($99/mo) to Enterprise ($249/mo) halfway through the billing period charges only the difference for the remaining days.
Manage Billing
The Manage Billing button (shown when you have an active Stripe subscription) opens the Stripe Customer Portal where you can:
- View and download past invoices
- Update your credit card or payment method
- Change your billing email address
- Cancel your subscription
Subscription Lifecycle
| Event | What Happens |
|---|---|
| Trial expires | After 14 days, access is suspended until you subscribe to a paid plan |
| Payment succeeds | Subscription remains active, plan limits are enforced |
| Payment fails | Status changes to "Past Due" — Stripe retries automatically |
| Subscription cancelled | Access continues until the end of the current billing period |
Frequently Asked Questions
Can I switch from monthly to annual billing? Yes. Use the Manage Billing button to open the Stripe Customer Portal, then update your subscription to an annual plan.
What happens if I downgrade? Your plan changes at the end of the current billing period. You keep access to higher-tier features until then.
How do I get a refund? Contact support. Stripe handles refunds automatically when processed by the platform administrator.
Is my payment information secure? All payment processing is handled by Stripe. FlowQMS never stores your credit card details — they go directly to Stripe's PCI-compliant infrastructure.