Managing Your Platform Subscription

All subscription management happens in your Account Settings. This is your central location for managing your ServiceSubscriber plan, billing, and account preferences.

Accessing Account Settings

To access your subscription and account management:

1. Log in to your ServiceSubscriber account

2. Click on your profile icon in the top right corner

3. Select Account Settings from the dropdown menu

You'll see a sidebar menu with several sections:

• Account: Personal profile and account deletion

• Business: Business information and settings

• Taxes: Tax configuration

• Subscription: Plan management and upgrades

• Payouts: Stripe payout settings

• Billing: Payment history and invoices

Managing Your Subscription Plan

Viewing Your Current Plan

Click on the Subscription tab to see:

• Your current plan (Starter or Growth)

• Available upgrade or downgrade options

Managing Billing

Accessing Billing Information

Click on the Billing tab to access:

• Billing History: Complete record of all platform charges

• Invoices: Download past invoices for accounting

• Payment Method: Update your credit card details

• Billing Address: Manage your billing address information

Viewing Billing History

Your billing history shows:

• Date of each charge

• Amount charged

• Plan period covered

• Payment status

• Invoice number

Downloading Invoices

Your billing history provides easy access to all your platform invoices for accounting and tax purposes.

To download an invoice:

1. Navigate to Account Settings > Billing

2. Scroll to the Invoice List section

3. Locate the invoice you need in the table

4. Click the three-dot menu (⋯) on the right side of the invoice row

5. Choose from two options:

   • Invoice Link: Opens the invoice in your browser for viewing

   • Download PDF: Downloads the invoice as a PDF file to your device

Invoice List details:

Each invoice entry displays:

• Date: When the invoice was generated

• Description: Plan type (e.g., "Starter", "Free Trial")

• Amount: Total charged (e.g., A$44.00)

• Status: Payment status with green "Paid" badge

• Payment method: Card type and last 4 digits (e.g., "Ending in 4242")

Filtering and searching:

• Use the search bar to find specific invoices by searching date, amount, or description

• Use the time filter dropdown (e.g., "This month") to view invoices from specific periods

• Navigate through pages if you have multiple invoices using the pagination controls

Viewing and Updating Payment Method

Your payment method is how ServiceSubscriber charges your monthly subscription fee. You can view your current card details and update them anytime to keep your account in good standing.

To view your current payment method:

1. Navigate to Account Settings > Billing

2. Scroll to the Billing Details section

3. Find the Payment Method card

Your current payment method displays:

• Card type (Visa, Mastercard, etc.) with logo

• Last 4 digits of card number (e.g., "Ending in 4242")

• Expiration date (e.g., "Expires 12/2034")

• Default status indicator

To update your credit card:

1. Navigate to Account Settings > Billing

2. Scroll to the Billing Details section

3. Find the Payment Method card showing your current card

4. Click Add Payment Method to add your new credit card

5. Fill out the card details in the modal window that appears:

   • Card number

   • Expiration date

   • CVC/CVV security code

   • Cardholder name

6. Click Add Payment Method to save the new card

7. Set the new card as your default payment method (if not automatically set)

8. Optional: Remove your old card by clicking the three-dot menu (⋯) next to it, then select Remove Payment 

✍️ TIP: You can keep multiple payment methods on file and switch between them as needed. Just make sure the card you want to use for billing is set as the default.

When to update your payment method:

• Your card is expiring soon (check the expiration date displayed)

• You've received a replacement card with new details

• A payment has failed due to insufficient funds or card issues

• You want to use a different card for business expenses

• Your card has been lost, stolen, or compromised

Managing Billing Address

Your billing address appears on all invoices and should match your business registration or payment card's registered address.

To update your billing address:

1. Navigate to Account Settings > Billing

2. Scroll to the Billing Details section

3. Find the Billing Address card below Payment Method

4. Review your current address information displayed:

   • Name

   • Email address

   • Country

   • Street address

   • City, State, and Postal Code

   • Phone number

5. Click the Edit Billing Details button at the bottom of the section

6. Update any field that needs to be changed

7. Click Save to confirm your changes

Address information included:

• Name: Account holder or business name

• Your Email: Contact email for billing communications

• Country: Billing country (e.g., AU for Australia)

• Street: Complete street address

• City: City name

• State: State or province

• Postal Code: ZIP or postal code

• Phone Number: Contact phone number

✍️ TIP: Ensure your billing address matches your payment method's registered address to avoid payment processing issues and ensure accurate tax calculations.

Ending Your Subscription

ServiceSubscriber does not have a standalone "cancel subscription" option. To end your subscription completely, you must delete your account.

Deleting Your Account

To permanently end your ServiceSubscriber subscription:

1. Navigate to Account Settings > Account tab

2. Scroll to find the Delete Account option

3. Review the warning about permanent deletion

4. Confirm account deletion

⚠️ CRITICAL WARNING: Deleting your account is permanent and irreversible. This action will:

• End your ServiceSubscriber subscription immediately

• Remove access to your dashboard

• Stop all future platform charges

• Prevent you from managing customer subscriptions

• Delete your business data after the retention period

• Leave customer subscriptions running through Stripe without management capability

Before deleting your account:

1. Manually cancel all active customer subscriptions

2. Communicate with customers about your business closure

3. Download all important data and reports

4. Export your customer list and payment history

5. Consider downgrading to Starter instead as a less drastic option

Understanding Your Charges

Monthly Subscription Charge

When it occurs: On your billing anniversary date each month
Amount: $29 (Starter) or $79 (Growth)
What it covers: Platform access for the next 30 days

Example:

• Started subscription: October 15

• Monthly charges occur: 15th of each month

• Amount: Based on your current plan

Transaction Fees

When they occur: With each customer payment processed
Amount: 2% (Starter) or 1% (Growth) of transaction
How it's handled: Automatically deducted before funds reach your Stripe account

Example:

• Customer pays $100 subscription

• Starter: $2 transaction fee, you receive $98

• Growth: $1 transaction fee, you receive $99

• (Plus Stripe's separate processing fees)

Pro-Rata Charges

When they occur: When you upgrade mid-cycle
Amount: Proportional to remaining days in billing period
Purpose: Fair billing for partial month on new plan

✅ BEST PRACTICE: Review your monthly invoice to understand exactly what you're being charged and why. This helps you track expenses and plan for growth.

Handling Failed Payments

Why Payments Fail

Common reasons:

• Expired credit card

• Insufficient funds

• Card declined by bank

• Incorrect billing information

• Card reported lost or stolen

What Happens When Payment Fails

1. You receive an email notification

2. Your account status changes to "Past Due"

3. ServiceSubscriber attempts to charge again

4. After multiple failures, service may be suspended