Manage your plan and understand feature access

Open the Billing page

Go to Settings, then Billing.

Use this page to review the current subscription, open the customer portal for payment methods and invoices, and change to an available plan.

View your current subscription

1. On the Billing page, look at the Current Subscription card.
2. Review the plan name and status shown on the card.
3. Select Refresh to load the latest subscription details.Refresh

Expected result: the page updates the subscription summary for the active workspace.

Open the customer portal

1. On the Billing page, look for the Payment Methods, Invoices, Open Customer Portal, Manage Saved Cards, or View Invoices controls when portal access is available. These controls may be disabled.Payment MethodsInvoicesOpen Customer PortalManage Saved Cards
2. Select any available portal button.
3. If the request is accepted, the page opens the provider billing portal.

Expected result: you are sent to the billing provider portal, where payment methods, billing address, and invoice documents are managed outside Finanly.

Change your plan

1. In the Change Plan section, choose Monthly or Yearly.MonthlyYearly
2. Select the plan tile you want to use.
3. Choose Continue To Checkout if you do not already have an active provider subscription.Continue To Checkout
4. Choose Manage Existing Subscription if you already have an active provider subscription.Manage Existing Subscription

Expected result: eligible new purchases continue to checkout, and existing subscriptions open the customer portal instead of creating a second subscription.

Understand the plan catalog and pricing display

• Only published plans are shown in the plan list.
• The list is filtered to the workspace product segment, such as business or personal.
• Monthly and yearly prices are shown only when the catalog contains pricing for that interval.
• The page can show price and provider-linked details only when they are available from the billing catalog or subscription response.

If no published plans are available for your workspace, the page shows that the catalog is empty instead of guessing a replacement plan.

Retry or clear a saved billing request

1. If a saved billing request is shown, review whether it is for checkout or the customer portal.
2. Select Retry original request to send the same request again for the current workspace.Retry original request
3. After the request is confirmed, select This request was confirmed — choose another action if you want to clear the saved recovery record.This request was confirmed — choose another action

Retrying reuses the original saved request for the same workspace. Clearing removes an acknowledged record; if recovery storage cannot be read or a request is still pending, billing actions remain blocked until that condition is resolved.

What the amounts mean

A displayed price is not a payment confirmation. A confirmed charge or subscription change only happens after the provider completes its own flow.