Subscription

What it is for

The Subscription screen shows your organization's plan in Doubleros (for example BASIC or PRO), its price and modules, the subscription status, your AI credit balance and the payment history. On the Subscription screen you choose a plan, add a payment card, switch to another plan or cancel the subscription.

Subscription payments are processed by Stripe — you manage the card, invoices and billing details in the Stripe billing portal, which opens from this screen.

Where to find it

1. In the left menu, click Organization (the building icon).
2. In the expanded list, click Subscription.

The screen heading reads Organization · Subscription.

You also reach the Subscription screen through the a plan link in the trial bar at the top of the app.

What I see on the screen

The Subscription screen has, from top to bottom:

1. A notice (only sometimes): for an organization with free access "This organization has access granted without an active subscription.", for a frozen or cancelled subscription "This organization's access has been suspended due to an inactive subscription. Choose a plan below to restore access."
2. The credits strip — AI credits (total balance, red at 0), Monthly allowance and Purchased. Details in AI credits.
3. Plan cards side by side. Each card shows:
   • the word Plan above the plan name,
   • a status label top right (see the status table below),
   • the monthly price with the suffix "/ mo",
   • the list of modules the plan includes (for example "Full e-shop — products, orders and payments"),
   • below the list, any payment note (when and how much will be charged),
   • at the bottom, buttons depending on the subscription status and your permissions. The current plan has a thick dark outline.
4. Payment history — a table of invoices (not shown during the trial):

Column	What it means
Date	when the invoice was issued
Amount	the amount paid in the invoice currency
Status	Paid, Pending, Unpaid or Void
"…"	Detail — opens the invoice in Stripe in a new window; Download — opens the invoice PDF

Clicking an invoice row opens its detail in a new window.

Subscription statuses

On the Subscription screen the status shows on the plan card label:

Label	Status	What it means
Trial · expires {date}	trial	the organization tries the app for free; the label is on the default plan
Active · renews {date}	active	the subscription is paid; the next payment is taken on that date
Canceling	active, cancelled at period end	everything works until the paid period ends, then the subscription ends
Payment failed	past due	the last payment failed; you have 7 days to fix your payment details
Expired {date}	frozen	the trial ended without a paid plan or an unpaid payment was not fixed; the app is locked
Canceled	cancelled	the subscription ended; the app is locked
Free access	free access	the operator granted the organization access without a subscription; other plans are greyed out and cannot be chosen

How to choose a plan during the trial

On the Subscription screen you choose, during the trial, the plan that activates when the trial ends. Nothing is charged today — the first charge happens when the trial ends.

Before you start: you need Subscription → Create and Subscription → Edit; have a payment card ready.

If you have not added a card yet

1. In the left menu, click Organization → Subscription.
2. On the card of the plan you want, read the text "You add a card; the first {amount} is charged only when the trial ends on {date}."
3. Click Select at the bottom of the plan card.
4. The Stripe payment page opens. Enter the card details and confirm.
5. Stripe returns you to the Subscription screen.

Back on the screen, the plan card shows the Selected button and the text "After your trial ends on {date}, {amount} will be charged to your card."

If you have already added a card

1. In the left menu, click Organization → Subscription.
2. On the card of the plan you want after the trial, click Select.

The message Plan scheduled. It will activate after your trial ends. appears and the button changes to Selected. If you change your mind, click Select on another plan.

How to check it worked

The chosen plan's card has a dark Selected button and, under the module list, a text with the date and amount of the first charge. The bar at the top of the app still shows how many days the trial has left.

How to cancel the plan selection during the trial

1. In the left menu, click Organization → Subscription.
2. On the plan card with the Selected button, click Cancel plan selection below it.
3. In the Cancel plan selection? dialog ("The selected plan won't be activated after your trial ends. You can choose a plan again at any time during the trial."), click Cancel plan selection.

The message Plan selection canceled. appears. Nothing was charged. If you choose no plan before the trial ends, the organization is frozen when it ends. You need Subscription → Delete and Subscription → Edit.

How to switch to another plan

On the Subscription screen you switch to another plan while the subscription is active.

Before you start: you need Subscription → Create.

1. In the left menu, click Organization → Subscription.
2. On the card of the plan you want, click Switch to {plan name} (for example Switch to PRO).
3. The Stripe payment page for the new plan opens. Complete the payment.
4. Stripe returns you to the Subscription screen.

How to check it worked

Once the payment is processed, the new plan's card has the label Active · renews {date} and the thick outline. The new plan's modules appear in the Permission matrix.

How to change the payment card, billing details or download an invoice

On the Subscription screen you open the Stripe billing portal.

1. In the left menu, click Organization → Subscription.
2. On the current plan's card, click Manage subscription.
3. The Stripe billing portal opens. There you change the card and billing details and find the invoices.
4. Returning from the portal brings you back to the Subscription screen.

Invoices are also in the Payment history section: in an invoice row click "…" and choose Detail or Download.

Opening the portal requires Subscription → Edit.

How to cancel the subscription

Before you start: you need Subscription → Delete and Subscription → Edit.

1. In the left menu, click Organization → Subscription.
2. On the current plan's card, below Manage subscription, click Cancel subscription.
3. In the Cancel subscription? dialog ("Your subscription will remain active until the end of the current period. After that, you will lose access to paid features."), click Cancel subscription.

The message Your subscription will be canceled at the end of the current period. appears. The card label changes to Canceling and Manage subscription changes to Renew subscription. Everything works until the paid period ends. Then the subscription ends, the organization owner gets an e-mail and the app is locked (see below).

How to undo the cancellation

While the card shows Canceling, click Renew subscription. The Stripe billing portal opens, where you undo the cancellation.

What happens when a payment fails

When Stripe cannot take a subscription payment:

1. The subscription moves to Payment failed.
2. The organization owner gets an e-mail asking them to fix the payment details.
3. Members with Subscription → View see a bar at the top of the app: Payment failed. Update your payment details to avoid losing access. with a Manage subscription button.
4. If the payment does not succeed within 7 days, the organization is frozen.

How to fix it:

1. Click Manage subscription in the bar at the top (or on the plan card on the Organization → Subscription screen).
2. In the Stripe billing portal, change the card or pay the invoice.

After a successful payment the subscription returns to Active and the bar disappears.

What happens when the trial ends or the subscription is frozen

When the trial ends without a chosen and paid plan, or an unpaid payment is not fixed, the subscription shows Expired {date} (frozen) or Canceled:

• A member with Subscription → View is redirected from every screen to Organization → Subscription. Only the organization's Subscription, Settings and Integrations and their own profile stay reachable.
• A member without that permission sees the screen Access to this organization is suspended. with Contact your administrator., an organization switcher (or switch organization) and the links My profile and Sign out.

How to restore access:

1. In the left menu, click Organization → Subscription (when frozen you land there automatically).
2. On a plan card, click Activate.
3. Complete the payment on the Stripe payment page.

Once the payment is processed the app unlocks. You need Subscription → Create.

Who can do this

Permissions are set in the Permission matrix, row Organization → Subscription:

What you want to do	Permission needed
see the Subscription screen, payment history, the trial and payment bar	Subscription → View
choose a plan with a card, switch to another plan, activate a frozen subscription, buy AI credits	Subscription → Create
schedule a plan during the trial, open Manage subscription	Subscription → Edit
cancel the plan selection, cancel the subscription	Subscription → Delete + Subscription → Edit

The Owner role always has every permission. E-mails about payments and cancellation go to the organization owner.

Common questions and problems

A plan card has no button. Your role lacks the needed permission (see the table above), or the organization has Free access — then nothing is chosen or paid.

I chose a plan during the trial. Do I lose the rest of the trial? No. The plan activates only when the trial ends and the first charge happens then.

Why don't I see Payment history? It is hidden during the trial, and it also shows only when there is at least one invoice.

Error "Failed to open payment portal." or "Failed to open subscription management." The connection to Stripe failed. Try again in a moment; if it persists, report it.

Error "Failed to schedule plan." The plan choice during the trial was not saved. Refresh the page and try again.

Members see nothing and report "Access to this organization is suspended." The subscription is frozen or cancelled. Someone with Subscription → Create must click Activate on the Subscription screen.

Why are some modules missing from the Permission matrix? The matrix offers only the modules in your plan. You see which ones in the list on the plan card.

Related

• AI credits — the monthly credit allowance and buying more
• Permission matrix — plan modules in roles
• Organization settings — organization details
• Members — who gets access