YOBA.SYSTEMS
DOCS/Platform Docs/Billing/Manage Subscription

Manage Subscription

Requires owner or admin. member and viewer users can review billing state, but they cannot open Stripe management actions.

Use this guide when the org already has an active subscription and you need to make ongoing billing changes through Stripe Customer Portal.

The active billing state with the Manage subscription button visible.
The in-app part of the management flow ends at the active billing state before the Stripe Customer Portal redirect.

Steps

  1. Open the dashboard and switch to the Billing tab.
  2. Confirm the subscription is active.
  3. Click Manage subscription.
  4. Wait for the redirect to Stripe Customer Portal.
Stripe Customer Portal showing the subscription management interface.
The Stripe Customer Portal lets you manage payment methods, view invoices, and cancel subscriptions. This is a manual screenshot because the portal is hosted by Stripe.
  1. Make the billing change in Stripe.
  2. Return to the dashboard using Stripe's return link.
  3. Re-check the Billing tab after you come back.

What Stripe Portal Handles

  • Payment method updates
  • Invoice and billing history access
  • Cancellation and other recurring-billing actions that your portal configuration allows

If You Get Stuck

  • If Manage subscription is missing, confirm that your role includes manage_billing.
  • If the portal says there is no subscription or customer, start a subscription first.
  • If a portal option you expect is not available, the Stripe Portal configuration may not enable it.

Next Step

Return to Billing or check the Team Management roles guide if you need to confirm who can manage billing.