Managing payment methods in the Stripe billing portal

Where to find it

Settings → Subscription

✅ Common tasks

Open the portal

1. Go to Settings → Subscription.

2. Click the option to manage billing in Stripe.

3. Review billing details in the Stripe Customer Portal.

Stripe creates or reuses a customer for your organisation when you open the portal.

Update payment method

1. Open the Stripe Customer Portal from Cashfeed.

2. Find the payment method section in Stripe.

3. Add or update your payment method.

4. Click Save in Stripe.

5. Return to Cashfeed when Stripe sends you back.

Make the change inside Stripe, not on the Cashfeed subscription page.

Check billing history

1. Open the Stripe Customer Portal from Cashfeed.

2. Find the invoices or billing history section.

3. Review past Cashfeed invoices and payment records.

4. Check whether a payment succeeded.

Use the return link in Stripe to get back to Cashfeed.

🔗 See also

• Billing credits and auto top-up

• Subscription billing

• Plans and billing tiers

• Switching between organisations