Billing Portal & Payments
Use the billing portal to manage your subscription and payment details.
#Purpose
Keep payment current and manage your subscription.
#When to use this
When updating payment or changing your plan.
#At a glance
| Detail | Value |
|---|---|
| Required permissions | Billing access (CEO or owner) |
| Administrator level | CEO / Owner |
| Portal areas used | Billing (portal, checkout) |
#Step by step
1
Open Billing
Go to the billing area.
2
Open the billing portal
Manage subscription and payment.
3
Update details
Change plan or payment method.
4
Confirm
Ensure changes saved.
#Approval points
No formal approval gate
This administrative action does not require a separate sign-off, but review carefully before applying changes.
#Security notes
Security considerations
- Payment details are sensitive — restrict access.
- Confirm changes went through.
#Best practices
- Keep a valid payment method.
- Review your plan against usage.
#Common mistakes
- Expired card causing a lapse.
- Not confirming changes.
#Troubleshooting
| If this happens | Try this |
|---|---|
| A payment failed | Update the payment method in the billing portal and retry. |
#FAQ
Where do I update my card?
In the billing portal from the billing area.
#Keep exploring
#Related admin guides
#Business modules & workflows
Getting Started
Initial setup.
Platform Overview
How the OS fits together.
Knowledge Base
Task-level how-tos.
Business Workflows
End-to-end processes.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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