--- title: "Managing your subscription | Convo" description: "Manage your Convo subscription in the Stripe Customer Portal: review billing, change plans, update payment methods and access invoices." canonical: https://www.itsconvo.com/help-center/managing-subscription markdown: https://www.itsconvo.com/help-center/managing-subscription.md last-updated: 2026-09-23T21:49:42.000Z --- # Managing your subscription > Manage your Convo subscription in the Stripe Customer Portal: review billing, change plans, update payment methods and access invoices. Source: https://www.itsconvo.com/help-center/managing-subscription [← Back to Help Center](https://www.itsconvo.com/help-center) 4 min read Updated August 25th, 2026 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 **Secure:** The Customer Portal is hosted by Stripe, our payment processor. Your payment information is encrypted and never stored on Convo's servers. ## Viewing Your Subscription Once in the Customer Portal, you'll see an overview of your current subscription: ### Plan Details Your current plan (Starter, Professional, or Enterprise), pricing, and billing cycle (monthly or annual) ### Next Billing Date When your subscription will renew and the amount you'll be charged ### Payment Method The card or payment method on file (last 4 digits shown for security) ### Subscription Status Whether your subscription is active, canceled, or past due ## 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 **Important:** You must have at least one active payment method on file to maintain an active subscription. ## 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., Professional 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 (all fees are non-refundable) 6. Click **Confirm cancellation** For more details, see our [How to cancel your subscription](https://www.itsconvo.com/help-center/cancel-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 ### Can't access the Customer Portal - Ensure you're signed in to your Convo account - Check that your browser allows pop-ups from Convo - Try clicking the Manage button again - If issues persist, contact support with your account email ### Payment failed If your payment method is declined: - Verify your card has sufficient funds - Check the expiration date and CVC code are correct - Ensure your billing address matches your bank records - Try a different payment method - Contact your bank if the issue persists ### Unexpected charge Check your billing history in the Customer Portal to see what the charge was for. Common causes include subscription renewals, plan upgrades, or prorated charges. If you believe a charge is incorrect, contact support with the invoice ID. ### Need to update billing email The billing email is tied to your Convo account email. To change it, update your email address in **Settings → My Account**, or contact support for assistance. ## Best Practices ### Do: - Keep your payment method up to date to avoid service interruptions - Review your invoices regularly for accuracy - Download important receipts for your records - Update your billing address if you move - Contact support before your subscription expires if you have questions ### Don't: - Cancel immediately unless you're sure, since you'll lose remaining paid time - Share your Customer Portal link with others (it's unique to your account) - Dispute charges without checking your billing history first - Let expired cards stay on file; update them before renewal ## Next Steps Now that you know how to manage your subscription, explore these resources: - [How to cancel your subscription](https://www.itsconvo.com/help-center/cancel-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 ### Need more help? For billing questions or issues, contact our support team at [itsconvo.com/contact](https://www.itsconvo.com/contact). Include your account email and any relevant invoice IDs. Still need help? 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