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ShingleAI uses Stripe’s customer-portal for all subscription self-service: viewing invoices, updating payment methods, switching plans, and canceling. The portal is hosted by Stripe and opens with single-sign-on from your ShingleAI account.

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Prerequisites

  • You must be an Owner or Admin to open the portal
  • An active or trialing subscription with a Stripe customer record (the portal is not available before your first paid plan)

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Open the portal

  1. Navigate to Settings > Account > Billing
  2. Click Manage billing in Stripe
A new tab opens directly into the Stripe-hosted portal. When you finish, close the tab to return to ShingleAI.
Portal sessions are rate-limited to 10 per minute per account. If you’ve recently opened a session, wait a few seconds before opening another.

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What you can do

The portal supports several focused flows. ShingleAI links you directly to the right one based on which button you click.
FlowTriggered fromWhat you can do
Manage billingDefault Manage billing in Stripe buttonView invoices, update tax info, see subscription history
Update payment methodThe “Update card” link on the Payment method cardAdd, replace, or remove a card; set the default for renewals
Cancel subscriptionThe “Cancel subscription” linkCancel at period end with optional feedback
Change plan”Upgrade” or “Downgrade” buttons on the Upgrade pageSwitch tier, switch monthly ↔ annual, confirm prorated charges

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Invoices

Past invoices live under Billing history in the portal. Each row downloads as a PDF and includes:
  • Subscription line items
  • Per-seat add-ons
  • Overage charges from the prior period
  • Credit purchases and auto-recharges

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Payment methods

You can store multiple cards in Stripe and pick one as the default for subscription renewals and credit purchases. Removed cards stop being used for future charges immediately.

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Downgrade pre-validation

Plan changes that increase limits go straight to the portal. Plan changes that decrease limits run through a pre-validation step in ShingleAI before handing off to Stripe. If your current usage exceeds the target tier’s limits — for example, you have 25 agents and want to downgrade to a plan that allows 10 — ShingleAI blocks the downgrade and sends you back to Settings > Account > Billing with a banner that lists the specific violations:
Too many agents: 25 in use, 10 allowed on Starter
To complete the downgrade:
  1. Reduce the listed objects below the target tier’s limits (delete agents, remove team members, archive automations, etc.)
  2. Return to the Upgrade page and select the lower tier again
  3. Confirm the change in the portal
Pre-validation only catches account objects (seats, businesses, agents, MCP servers, automations). Consumable usage above the new tier’s allowance will simply bill as overages on the next cycle — see Limits for details.

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Errors and recovery

Banner you seeWhat to do
Portal is unavailableYour account has no Stripe customer record yet — start from the Upgrade page instead
Downgrade blockedSee the listed violations and reduce usage before retrying
Rate limitedWait a few seconds and try again

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Next steps

Upgrade or change plan

Compare tiers and switch plans

Pricing

Subscription, seat, and overage pricing