Managing Billing
Billing Page Layout
The billing page at Settings > Billing (page title: "Plans and Billing") contains three panels:
- Invoice Management -- View and pay invoices
- Payment Methods -- Add, remove, and set default payment methods
- Plans and Billing -- Current plan details, usage settings, and available plans
Invoices
Viewing Invoices
The Invoice Management panel shows all organization invoices in a collapsible table:
| Column | Description |
|---|---|
| Invoice | Invoice identifier |
| Billing Period | Date range the invoice covers |
| Amount | Total amount due |
| Status | Paid, Unpaid, or Failed |
| Issued Date | When the invoice was generated |
| Actions | Download PDF, view on Stripe, pay |
Select invoices with checkboxes in the leftmost column for bulk actions.
Invoice Statuses
| Status | Meaning |
|---|---|
| Paid | Payment completed |
| Unpaid | Invoice generated, awaiting payment |
| Failed | Payment attempt failed |
Paying Invoices
- Single invoice: Click Pay on the invoice row
- Multiple invoices: Select invoices with checkboxes, then click Pay Selected
- All outstanding: Use the outstanding invoices banner to pay all at once
Downloading Invoices
- PDF download: Click the download icon to open the Stripe-hosted PDF
- View on Stripe: Click the document icon to open the full Stripe invoice page
Payment Methods
The Payment Methods panel lets you manage cards on file:
- View stored cards (brand, last 4 digits, expiration)
- Add new payment methods via Stripe's secure form
- Remove payment methods
- Set a default payment method
TrailSpark never stores card details directly. All payment processing goes through Stripe (PCI DSS compliant).
Usage Overages
Available on paid plans only. Find the Usage Settings section on the billing page.
Allow Usage Overages Toggle
- Enabled: Your organization can exceed plan limits. Additional usage is billed at per-unit overage rates on the next invoice.
- Disabled (default): Usage is blocked when plan limits are reached. No additional charges.
Click View Overage Costs to see the per-unit rates for your current plan. Rates are defined per:
- Training model
- Training session
- Processed signal
- Raw signal
- Lead evaluated
- Evaluation
- Model refinement
Rates vary by plan and are shown with their exact per-unit cost.
Canceling Your Subscription
- Go to Settings > Billing
- Click Downgrade on the Free plan (or any lower plan)
- Confirm the cancellation
Your current plan remains active until the end of the billing period, then converts to the target plan (or Free).
To reverse a scheduled cancellation, click Keep Current Plan on the scheduled change banner.
Failed Payments
If a payment fails:
- The invoice shows a Failed status
- Click Pay to retry with the card on file
- Add or update your payment method if needed
Resolve failed payments promptly to maintain service access.
Permissions
Only Owner or Admin roles can access billing settings.
Next Steps
- Plans Overview -- Compare plan tiers and limits
- Upgrading Plans -- Change your subscription