Billing & Credits

Navigate to Billing from the sidebar to manage your account:

• Subscription status card
• Credit balance card
• Credit purchase options
• Billing history section

• Sidebar > Settings > Billing
• Or Profile dropdown > Billing
• Direct URL: /billing

• Current subscription plan
• Credit balance
• Purchase options
• Payment history
• Manage subscription link

View and manage your subscription:

• Current plan name
• Status (Active, Trial, Cancelled)
• Renewal date
• Price per month/year

Subscription Statuses:

• Full access to features
• Billing automatic
• Green status badge

• Free trial period
• Days remaining shown
• Upgrade prompt
• Limited credits

• Payment failed
• Update payment method
• Orange warning
• Grace period

• Subscription ended
• Limited access
• Resubscribe prompt
• Red status

• Click "Manage" button
• Opens Stripe portal
• Change plan
• Update payment method
• Cancel subscription

• "Trial: X days left"
• Progress bar
• Upgrade CTA
• Features available

View and understand your AI credit balance:

• Large number: "15 credits"
• Progress bar (optional)
• Usage visualization
• Purchase button

• AI Quote generation
• 1 credit per AI quote
• After images (optional)
• AI features

Credit States:

• Green indicator
• No warnings
• Normal operation

• Orange warning
• "Running low" message
• Prompt to purchase

• Red indicator
• Cannot start AI quotes
• Purchase required
• Manual quotes still work

• Credits used this month
• Credits used all-time
• Usage patterns
• Average per quote

Buy AI credits for quote generation:

Credit Packs Available:

• Larger packs = lower per-credit cost
• Business pack: 47% savings
• Credits never expire
• Add to existing balance

Purchase Process: 1. Select credit pack 2. Click "Buy Now" 3. Stripe checkout opens 4. Enter payment info 5. Complete purchase 6. Credits added instantly

• Confirmation toast
• Balance updates
• Receipt emailed
• Appears in history

• Credit/Debit cards
• Saved payment methods
• Secure Stripe checkout

Special alerts based on URL parameters:

• Shows success message
• "Subscription activated!"
• Green success banner
• Redirected from Stripe

• "Credits purchased!"
• Shows new balance
• Green success banner
• After credit purchase

• "Purchase cancelled"
• Info message
• No charge made
• Can try again

• Stripe redirects back with params
• Page detects and shows alert
• Auto-dismiss after viewing
• Clears from URL

• After subscribing: success=true
• After buying credits: pack_success=true
• If you cancel checkout: cancelled=true

Access Stripe's billing portal:

• Click "Manage Subscription"
• Or "Update Payment Method"
• Opens Stripe's portal
• Secure, hosted by Stripe

Portal Features:

• Add new card
• Remove old cards
• Set default method
• Secure entry

• Upgrade/downgrade
• See plan options
• Prorated charges
• Immediate effect

• Download receipts
• View all payments
• PDF format
• For accounting

• Cancel future billing
• Keep access until period ends
• Confirmation required
• Can resubscribe later

• Hosted by Stripe
• PCI compliant
• Secure connection
• No card data in QuotrPro

View your payment history:

• Date
• Description
• Amount
• Status
• Receipt link

• Subscription payment
• Credit pack purchase
• Plan upgrade
• Refund (if any)

Example Entry: `` Jan 15, 2026 | Pro Subscription | $29.00 | Paid | [Receipt] Jan 10, 2026 | 25 Credit Pack | $50.00 | Paid | [Receipt] Dec 15, 2025 | Pro Subscription | $29.00 | Paid | [Receipt] ``

• Click "Receipt" link
• PDF downloads
• Stripe-generated
• For your records

• Shows recent first
• Load more option
• Or page numbers
• Full history available

Understanding the free trial:

• Full access to features
• Limited starter credits
• No payment required
• Ends after X days

• "Trial" badge on subscription
• Days remaining countdown
• Progress bar
• Upgrade CTA

• Create unlimited manual quotes
• Use provided AI credits
• Full feature access
• Build your profile

• Email reminders
• Banner on billing page
• Upgrade prompt
• Don't lose work!

• Must subscribe to continue
• Quotes preserved
• Limited access until payment
• Can upgrade anytime

• Click "Upgrade" or "Subscribe"
• Choose plan
• Enter payment
• Instant activation

Available subscription plans:

Plan Comparison:

• $X/month
• Basic features
• X credits/month included
• Email support

• $X/month
• All features
• X credits/month included
• Priority support

• $X/month
• Advanced features
• X credits/month included
• Phone support
• Team features (if available)

• Pay yearly, save X%
• All plans available annually
• Billed once per year
• Best value

• Unlimited manual quotes
• Included AI credits
• Client management
• Invoice generation
• Public profile
• Portfolio hosting

• Upgrade anytime
• Downgrade at period end
• Prorated charges
• Via Stripe portal

Handling payment problems:

• Email notification
• Banner on billing page
• Grace period provided
• Update payment method

Resolving Issues: 1. Go to Billing page 2. Click "Update Payment Method" 3. Enter new card details 4. Retry charge

• Check card details
• Ensure funds available
• Try different card
• Contact your bank

• Add new card
• Remove expired card
• Set as default
• Automatic retry

• Limited access
• Cannot create new quotes
• Existing data preserved
• Pay to restore

• Contact support
• [email protected]
• Include account email
• Describe the issue

Managing billing records:

• Billing history section
• Click "Receipt" link
• Downloads PDF
• Stripe-generated

• QuotrPro company info
• Your business info
• Transaction details
• Amount paid
• Date
• Invoice number

• Download all receipts
• Export for tax purposes
• Track as business expense
• Keep for records

• Available in January
• Total spent previous year
• All transactions
• For tax filing

• Subscription is deductible*
• Credit purchases deductible*
• Consult your accountant
• *Not tax advice

• Business name for receipts
• Address for invoices
• Via Stripe portal
• Updates future receipts