Payment & invoices

Your card, invoices, billing details and cancellation all live in Stripe’s billing portal. Mountify gives you one button that opens it — Manage billing. Important: Mountify has no invoice list; if you’re after a PDF for your accountant, it’s in the portal.

1. Where the button is (and why it sometimes isn’t)

1. Open Settings → Workspace settings → Subscription & billing.
2. Look at the bottom of the side panel — not the top of the page.
3. There sits Manage billing with an “external link” icon, and under it: “Invoices, cards and plan changes are handled in the Stripe billing portal.”

The button only appears when you have a real paid subscription. Here’s when it doesn’t:

State	What you get instead
Trial	a big Continue with {plan} — {price} button (checkout, not the portal)
Expired / Canceled	the same checkout button — a new subscription is needed
Past due	the button is there, but it reads Fix payment
Complimentary workspace	the text “This workspace is on a complimentary plan — there’s nothing to manage in billing.”
No manage permission	the button is disabled + “Read-only — you can’t manage the subscription.”

2. What’s in the portal

The portal is Stripe’s screen — secure, localised, outside Mountify. It typically lets you:

Action	What it means
Payment method	add a new card, switch the default, delete an old one
Invoices and receipts	a list of every past invoice + PDF download
Billing details	company name, address, VAT number — applied to future invoices
Change plan / cycle	upgrade, downgrade, monthly ⇄ yearly
Cancel	stops the renewal — see Cancel or pause

The portal is configured centrally, so the exact set of actions can differ. If you can’t find what you need (a plan change, say), contact support — we’ll do it from our side.

Card details never enter Mountify. We store only the link to the Stripe subscription; the card number is typed on a Stripe page.

3. Changing your card — step by step

1. Subscription & billing → Manage billing.
2. In the portal, open the payment-method section.
3. Add the new card (number, expiry, CVC, billing address).
4. Make it the default for the subscription.
5. Delete the old one if you no longer need it.
6. Return to Mountify with the portal’s return button.

If the payment was past due, updating the card usually triggers a fresh attempt right away; if not, see §6.

4. Downloading an invoice

1. Manage billing → the invoice list.
2. Open the invoice for the period you need.
3. Download the PDF (or open the hosted invoice page to forward to your accountant).

What’s on the invoice: the plan, one line per add-on, VAT as a separate line, any credits and promo codes applied, and your company details. Every price in Mountify is net of VAT — see Monthly or annual, and VAT.

5. Coming back to Mountify — “Updating your subscription…”

After the portal (or after checkout) you land back on Subscription & billing. For a few seconds the panel says “Updating your subscription…” — that’s normal: Mountify is waiting for Stripe’s confirmation before showing the new plan and limits.

The check runs for up to 45 seconds. If nothing has changed after that, reload the page.

Once a subscription is paid, the panel also carries: “For information only, synced from Stripe (may update with a slight delay). Changing your plan, payment card or cancelling is done in Stripe.”

6. If a payment fails

Step	What happens
1. The card is declined	the state becomes Past due
2. Access	keeps working — boards, public page and bookings are all fine
3. The warning	in-app: a “There’s a problem with your payment” strip, plus “The last payment failed. Update your payment method to keep bookings running.” in the panel
4. The button	becomes Fix payment
5. Retries	done by Stripe on its own schedule, not by Mountify
6. If it’s never paid	the subscription moves to Expired / Canceled and then everything stops — see What happens if the subscription stops

Mountify does not email you about a failed payment. The only in-product signal is the strip and the panel. Invoice and failed-payment emails come from Stripe as the payment processor — so watch the inbox the subscription was created with.

What to do right away: Fix payment → add a valid card in the portal → check that the state is back to Active.

7. What this page does NOT do

• No invoice list inside Mountify. Only in the portal.
• It doesn’t send payment reminders and doesn’t retry — that’s Stripe’s job.
• It doesn’t store card data.
• It isn’t about your clients’ money. Client payments run through your board-level Stripe connection — see Payments and Connect Stripe.
• It isn’t per board. One subscription covers the whole workspace.

8. Common questions

How do I change my card? Via Manage billing → payment method. Only there.

Where’s last month’s invoice? In the portal’s invoice list. Mountify has no such list.

Can I put company details on the invoice? Yes — from the portal (or at first checkout). They apply to subsequent invoices.

Can I pay by bank transfer? The subscription is collected by Stripe from the card on file. For a different arrangement (a large chain, say) use Let’s talk about a Custom plan.

Is there a separate invoice per add-on? No — everything is on one invoice, on separate lines.

Who can open the portal? Only someone with the Manage workspace settings permission. The portal covers the whole workspace subscription, so that person sees every invoice.

9. Troubleshooting

What you see	Why	What to do
No Manage billing button	No live paid subscription (trial, expired, or a complimentary workspace)	Start a plan; on a complimentary workspace there’s nothing to manage
An error when pressing the button	There is no Stripe customer record for this workspace	Contact support with the workspace name
“Billing isn’t available yet. Please try again later.”	Billing isn’t switched on in this environment	Try later
The portal opens but shows no invoices	No invoice has been issued yet (e.g. you just paid)	Wait a few minutes
I updated the card but it still says Past due	The next attempt hasn’t run yet	Wait, or look for a “pay this invoice” option in the portal
The panel shows the old plan after a change	Delayed sync	Wait up to 45 s and reload

What’s next

• What happens if the subscription stops — what follows “Past due”.
• Cancel or pause — how cancellation works in the portal.
• Monthly or annual, and VAT — what the invoice says.
• Who can manage the subscription — the permission that opens the portal.