Managing your subscription

Convo uses Stripe's Customer Portal for secure subscription management. View your billing details, update payment methods, change plans, and access invoices all in one place.

Accessing the Customer Portal

The Stripe Customer Portal is your hub for all subscription and billing management. To access it:

1. Open the Convo dashboard (click the menu bar icon)
2. Click Settings in the left sidebar
3. Select Billing from the Workspace section
4. Click the Manage button
5. Your browser opens to the Stripe Customer Portal

Viewing Your Subscription

Once in the Customer Portal, you'll see an overview of your current subscription:

Updating Payment Methods

Keep your payment information current to avoid service interruptions:

Adding a New Payment Method

1. Open the Customer Portal (Settings → Billing → Manage)
2. Click Add payment method or Update payment method
3. Enter your new card details:
   • Card number
   • Expiration date (MM/YY)
   • CVC code
   • Billing address
4. Click Save to update your payment method

Removing Old Payment Methods

1. In the Customer Portal, find your saved payment methods
2. Click the Remove or trash icon next to the card you want to delete
3. Confirm the removal

Changing Your Plan

Upgrade or downgrade your subscription to match your needs:

Upgrading Your Plan

1. Open the Customer Portal
2. Click Update plan or Change plan
3. Select your new plan (e.g., Pro or Enterprise)
4. Choose billing cycle (monthly or annual)
5. Review the prorated charge for the remainder of your billing period
6. Click Confirm to upgrade immediately

When you upgrade, you'll be charged a prorated amount for the time remaining in your current billing cycle. Your new plan takes effect immediately.

Downgrading Your Plan

1. Open the Customer Portal
2. Click Update plan or Change plan
3. Select a lower-tier plan
4. Choose when the change takes effect:
   • End of billing period (recommended) - Keep current features until your subscription renews
   • Immediately - Downgrade now and receive a prorated credit
5. Click Confirm to schedule the change

Viewing Billing History

Access all your past invoices and receipts:

1. Open the Customer Portal
2. Scroll to the Invoices or Billing history section
3. View a list of all charges, organized by date
4. Click any invoice to:
   • View detailed line items
   • Download a PDF receipt
   • Send the invoice to your email

What's Included in Invoices

• Subscription charges - Your monthly or annual plan fee
• Prorated amounts - Credits or charges from plan changes
• Payment details - Card used and transaction ID
• Billing period - Start and end dates of the billing cycle
• Tax information - Sales tax or VAT if applicable

Managing Subscription Renewals

Automatic Renewal

By default, all Convo subscriptions renew automatically:

• Monthly plans renew every month on the anniversary of your sign-up date
• Annual plans renew once per year
• Your payment method is charged automatically on the renewal date
• You'll receive an email receipt after each successful charge

Canceling Auto-Renewal

To stop your subscription from renewing:

1. Open the Customer Portal
2. Scroll to the bottom of the page
3. Click Cancel subscription
4. Select a cancellation reason (optional)
5. Choose when to cancel:
   • At period end (recommended) - Keep access until your paid period expires
   • Immediately - Lose access right away (no refund for remaining time)
6. Click Confirm cancellation

For more details, see our How to cancel your subscription guide.

Reactivating a Canceled Subscription

If you've canceled your subscription and want to come back:

1. Open the Customer Portal
2. Look for the Reactivate subscription button
3. Click it to resume your subscription immediately
4. Your payment method will be charged at the next renewal date

If your subscription has fully expired, you'll need to sign up again through the Convo website or app.

Troubleshooting

Best Practices

Next Steps

Now that you know how to manage your subscription, explore these resources:

• How to cancel your subscription - Step-by-step cancellation guide
• Review your current plan in the Customer Portal
• Download recent invoices for your records
• Update your payment method if it's expiring soon