Billing and invoices

Billing is managed per workspace. Use this page to understand what appears in Settings > Billing, who can access billing actions, and how payment and invoice records are handled.

Basic concepts

Billing workspace

Billing state belongs to the active workspace. A user can belong to multiple workspaces, and each workspace can have a different plan, payment method, invoice history, and credit schedule.

Before changing billing, confirm that the correct workspace is selected.

Billing permissions

Only owners and admins can manage billing. Members and viewers can belong to the workspace, but they cannot run subscription, payment method, or cancellation actions.

Billing access in one workspace does not grant billing access in another.

Active subscription

The Billing page shows the current plan, billing interval, credit allowance, current period timing, payment method, invoices, cancellation state, and scheduled changes when they exist.

If the workspace has no paid subscription, Billing shows View plans instead of subscription management actions.

If a user without billing access opens Billing directly, ProteinIQ shows Access Restricted and asks them to contact a team administrator.

Payment methods

Payment method updates use Stripe Billing Portal. When you click Update, ProteinIQ creates a billing portal session for the active workspace customer and redirects you to Stripe.

After the payment method flow finishes, Stripe redirects back to /app/settings/billing.

ProteinIQ does not collect card details directly in the app.

Invoice history

Invoices are fetched from Stripe for the workspace customer. When invoices exist, Billing shows the invoice date, amount paid, status, hosted invoice link, and PDF download link when available.

Invoice history is workspace-specific. If you do not see the invoice you expect, check that you are viewing the correct workspace.

The invoice table appears only when Stripe returns invoice history for the current workspace customer. New workspaces and workspaces without completed subscription charges may not show invoices yet.

Subscription actions

Billing can show different actions depending on the subscription state.

• View plans: Appears when the workspace has no active subscription
• Upgrade: Opens plan management for changing to another plan
• Get annual plan: Appears for eligible monthly plans
• Cancel plan: Schedules cancellation at the end of the current billing period
• Resume plan: Re-enables renewal before a scheduled cancellation takes effect
• Update: Opens Stripe Billing Portal for payment method changes

Scheduled plan changes appear as a Billing notice with the target plan, billing period, and effective date.

Billing and credits

Billing and credits are related but not the same object.

• Billing: Tracks the subscription, payment method, invoices, and renewal state
• Credits: Track the workspace compute balance used by paid jobs
• Usage: Shows job-level spending and current balance in Settings > Usage

Use Credits when you need to understand charges, refunds, and expiration. Use Billing when you need to understand the subscription and payment state.

Troubleshooting

• No active subscription: The workspace is on Free, or subscription data has not synced yet. Refresh Billing before retrying.
• No payment method on file: Open Update and confirm a card in Stripe Billing Portal.
• Missing invoice: Confirm the active workspace and check whether the invoice belongs to a different workspace customer.
• Billing action unavailable: Confirm your role. Billing actions require owner or admin access.