Payment Methods and Cancellation
Payment methods and subscription cancellation are managed through Stripe Customer Portal.
Open the portal
Section titled “Open the portal”- Sign in as a workspace Admin.
- Open Billing.
- Choose the relevant payment, invoice, or cancellation action.
- Continue to the hosted Stripe portal.
The portal displays payment methods available for the customer’s country, browser, currency, and Stripe configuration. Convertly billing is USD-only.
Update a payment method
Section titled “Update a payment method”Use the Stripe portal form. Convertly does not store the full card number and support should never ask you to send it by email or chat.
Cancellation
Section titled “Cancellation”A cancellation may be scheduled for the end of the current paid period. Billing displays the scheduled state and access date when available.
Only Admin can open cancellation controls. A Manager cannot cancel indirectly through the Stripe portal.
Failed payment
Section titled “Failed payment”Follow the secure Stripe link shown in Billing when payment action is required. If the subscription enters grace, paused, cancelled, or suspended states, review the Billing notice before attempting another checkout.
Manual plans
Section titled “Manual plans”Enterprise and custom manual agreements may not provide Stripe portal access. Contact the person responsible for the commercial agreement.
Refunds
Section titled “Refunds”Refund eligibility depends on the applicable agreement and published Terms. Contact support with an invoice reference; do not rely on an undocumented automatic refund period.