Billing and subscriptions

Catchbase handles billing through Stripe. Your subscription, payment method, and invoices live in the Stripe billing portal. Catchbase opens the portal from the Organization page and Stripe returns you to Catchbase when you are done. This page explains how to reach the portal, what each part of the flow controls, and what changes when your subscription state changes.

Before you start

Admin role. Both the first checkout and subsequent billing changes are Admin-only.
Organizations that are directly account-managed by Phiture do not see the billing button. Billing for those accounts is handled through your Phiture contact.

Open the billing portal

Open Settings → Organization. The Organization Details tab is selected by default.
Find the Billing row in the details grid.
Click Manage Billing. Catchbase creates a Stripe billing portal session and redirects you to it. When you finish in the portal, use its Return link to come back to Catchbase.

If you are on a new organization that has not yet completed checkout, the Manage Billing button still works: Catchbase creates the Stripe customer on demand the first time you click it.

What you can do in the portal

The billing portal is operated by Stripe. Expect to be able to view and update your subscription plan, update your payment method, update your billing email and address, and download invoices and receipts. The exact layout and set of actions is controlled by Stripe and may change. If an action you expect is missing, contact support.

Changes made in the portal sync back to Catchbase automatically. When Stripe confirms a new subscription, Catchbase activates the organization so its status reads Active. When a subscription is cancelled, Catchbase deactivates the organization and it reads Inactive until a valid subscription is restored. Failed renewal payments propagate the same way.

Plan changes

Upgrades and downgrades are performed inside the portal. Catchbase does not show a separate plan-selector screen today. The timing of the change (immediate or at the next renewal) is controlled by the plan settings in Stripe; the portal will show you what applies before you confirm.

If your plan does not appear in the portal, or you need a custom contract, contact your Catchbase representative.

Payment methods

The billing portal is the only place to change the card on file, add a new method, or remove an old one. Catchbase does not store card data and does not accept payment details through any Catchbase screen.

Invoices

All invoices and receipts live in the portal. Open the billing portal from the Organization page and navigate to the invoices section. Each invoice is downloadable as a PDF.

If you need invoices older than what is available in the portal, or need a custom invoice format, contact your Catchbase representative.

What happens if a payment fails

A failed renewal does not immediately revoke access. Stripe retries the payment based on your account's retry rules. If all retries fail and the subscription ends, Catchbase sets the organization to Inactive, which blocks features that require an active subscription. Resolving the payment method in the portal restores access as soon as Stripe reports the subscription active again.