In the Admin Workspace, Billing has five tabs: Plan & Usage, Billing details, Tax IDs, Payment method, and Invoices. Cards are stored with Stripe; card numbers never touch Canopy's servers.
- Application
- Admin Workspace
- Path
- Billing
- Opens with
billing.view Read the plan, invoices, billing history and the payment methods on file. Nothing can be changed.
- Context
- Account-wide, for administrators who govern the Account.
The plan and how you pay
Open Billing from the left nav. On Plan & Usage, read the plan summary and the usage meters against the plan's limits. A new Account is on Free.Click Upgrade to Pro to open Stripe checkout; on success a You're on Pro. toast appears. Where checkout is not offered, the button is absent rather than disabled.On Pro, Switch to Annual or Switch to Monthly opens Change billing cycle, which previews the prorated charge or credit and the next invoice total; click Confirm switch and a Your billing cycle has been switched. toast appears.On Payment method, click Add card and save it; the first card is badged Default and later ones Backup. Make default swaps the badges. Remove, confirmed as Remove card, takes one out of the wallet; the default card is charged at each renewal. A backup is never charged on its own, so make it the default when you want it used.On Tax IDs, click Add tax ID, pick the country and type and enter the value; it appears on the next invoice. The value is validated with the payment provider when added; the list does not show a verification status.On Invoices, four figures sit above the list, each counted across every invoice: Billed this year, Amount due on open invoices, Paid, and Next renewal. Search by invoice number, filter by status or between a from and a to date (both days included), and sort by Date or Amount; every invoice is listed, a page at a time. Each row shows date, number, amount, due, and status, with View and PDF, and Pay on an open invoice. The list is read from Stripe and updates as payments settle.When a renewal payment fails, Plan & Usage opens with Your last payment failed. and the days left before paid features are revoked, 7 days after the paid period ends. Update card adds a card; Pay invoice charges the default card for the oldest unpaid invoice, with a card verification step when the bank asks for one. Someone holding only billing.view sees the notice without the buttons.Cancel subscription keeps Pro until the end of the current period, then reverts to Free; the plan card reads Cancels …. Resume subscription undoes it before then.