Billing Setup Guide

Setting up billing takes a couple of minutes and does not end your trial early. If your trial is still valid, checkout keeps your existing trial end date and charges when that date arrives.

Stripe handles the card, the invoices, and the cancellations. Scopable never sees or stores your card number.

For how seats, blocking, and payment recovery actually work, read the billing and subscription guide.

What you need before you start

• The manage billing permission. Without it, the Billing page shows your subscription state and the message "Billing is managed by an MSP admin" instead of the setup actions. Ask an admin on your tenant to do this step.
• Your seat count settled. Every active team member with a profile counts as a billable seat, whatever their role. Deactivate anyone who should not be billed before you check out.
• Billing address and Tax ID. Stripe calculates sales tax from the address you enter at checkout, so get it right the first time.

Step 1: Open the Billing page

1. Log in to Scopable.
2. Open Settings.
3. Select the Billing tab.

The page opens at /dashboard/settings/billing. This route stays reachable even when a tenant is blocked for an expired trial or a failed payment, so you can always get here to fix billing.

At the top you will see your plan card: Scopable Platform, a status pill (Trial, Active, Past due, Canceled, Unpaid, or Paused), your trial or renewal date, and the projected monthly total.

Below that are three tiles: Plan, Billable seats, and Projected monthly. Check the seat number here before you continue. It is the number you are about to be billed for.

Step 2: Choose your commitment

Find the Set Up Billing section. It shows a Choose commitment control with two options:

Both options are billed monthly. The 12-month commitment is not annual prepayment, and you still get a monthly invoice.

Select one. The card highlights when selected. Month-to-month is selected by default.

The price is resolved on Scopable's servers from the Stripe catalog, not from the browser. What you are charged always matches the option shown on the card you picked.

Step 3: Start checkout

Click the button below the commitment options. Its label depends on your current state:

• Set up payment if you are on a valid trial.
• Start billing if you have no subscription and no trial.
• Restart billing if you previously cancelled.

The button reads Redirecting... while Stripe Checkout opens.

If you are on a trial, a line under the button confirms: "Checkout keeps your current trial end date and charges when the trial ends."

Checkout did not start? A toast reading "Stripe checkout hit a snag" means the session was never created. Try once more, then contact support so we can check the Stripe configuration. Nothing has been charged.

Step 4: Complete Stripe Checkout

You are now on Stripe's page, not Scopable's.

1. Enter your email.
2. Enter your payment details.
3. Enter your billing address. Stripe calculates tax from this.
4. Enter a Tax ID if your business has one.
5. Confirm the seat quantity and total shown, then submit.

Stripe returns you to the Scopable Billing page when it is done.

If you back out instead, you land back on Billing with a toast titled "Checkout canceled", reading "Your subscription was not completed. You can try again anytime." Nothing was charged and you can start again whenever you want.

Step 5: Confirm the subscription

On return you will see a toast titled "Checkout complete", reading "Stripe is confirming the subscription now."

You may also briefly see a Checkout confirming banner. This is normal. Stripe can redirect you back before the payment event reaches Scopable, so the page waits for the real subscription state rather than trusting the redirect.

The banner clears on its own and a second toast confirms: "Subscription confirmed." At that point:

• The status pill reads Trial if your trial is still running, or Active if it has started billing.
• The Payment method section shows your card brand and last four digits.
• An Invoices section appears.

If the page still has not settled after a minute, reload it. If the plan card shows Billing details did not load, click Retry billing details.

Step 6: Verify what you set up

Before you walk away, check three things on the Billing page:

1. Status pill. Trial or Active, not Past due or Unpaid.
2. Billable seats. Matches the team members you expect to pay for.
3. Payment method. Shows a brand and last four digits.

Payment method reads "No payment method on file" but billing works? Some payment method types do not report card brand and last four digits, so the section can look empty on a paying subscription. Confirm the real state in the Stripe Customer Portal. This is a known display issue and does not affect billing.

Managing billing after setup

Once a payment method is on file, the Billing page gives you:

• Manage plan on the plan card, and Manage billing in the actions section. Both open the Stripe Customer Portal.
• Update next to Payment method, which opens the same portal.
• Invoices, listing your invoice history with receipt links.

Everything you would want to change yourself lives in the portal: update a card, download an invoice, change the billing address or Tax ID, change the plan, or cancel. The button reads Opening portal... while it loads.

Cancelling

Cancel from the Stripe Customer Portal. Back in Scopable you will then see a Canceling pill and a Cancellation Pending banner giving the date access ends.

Until that date, a Reactivate subscription button is available on the Billing page. Clicking it confirms with "Subscription reactivated" and "Your subscription will continue as normal."

Cancelling does not delete your tenant data.

Troubleshooting

I do not see the setup actions. You do not have the manage billing permission. Look for the "Billing is managed by an MSP admin" banner at the top of the page, and ask an admin to complete setup.

The Billing page shows "Payment Required". A renewal charge failed. Open the Stripe Customer Portal from Manage billing and update the card. Completing payment clears any block automatically.

My trial already expired. Checkout still works and is the way to restore access, but it will not reopen the trial. Paid access starts from the day you complete checkout.

My seat count is wrong. Check your member list in Settings first. Billing counts active memberships, not invitations that were never accepted.

Nothing here matches what I see. Contact us through Contact rather than guessing. Do not create a second subscription.