Member billing

Every member has a Billing page, in the menu, under their own name. It is the payer's area: everything they subscribe to in that community, their cards and their charges.

#What it's for

So the member can sort out on their own what would otherwise become a message to the team: "when is the next charge?", "I want to change my card", "I want to switch to the yearly plan", "I want to cancel", "I didn't pay the boleto, now what?".

#What's on the page

#The plan card

Each detail shows as a label and a value, only when it applies:

A yearly plan shows "Annual · renews on…". An ended subscription shows "Subscription Ended" — "Your subscription ended on…".

Statuses: Active, Trial, Past Due, Canceled, Expired.

#The actions

#The open renewal

On a subscription paid by PIX or boleto, the renewal charge is generated 5 days before the due date and shows on the card: "Renewal: pay by 11/15 · R$ 129.00", with the PIX copy-and-paste code (and the QR code, when there is one) or the boleto link and barcode. A card under review shows "Payment under review: … The subscription updates once it is confirmed." See Renewal.

#Last chance

If the community offers a downsell for an add-on that was left out, the Last chance block shows the offer: "A discount to add the add-ons you left out to your plan.", with the price and how long the discount lasts.

#Step by step

#Change the renewal card

Role: the member themselves.

1. Billing › Credit card, Add Payment.
2. Card Number, Card Holder Name, Expiry Date and CVV.
3. Check Set as default payment method.
4. Confirm. Future renewals go to this card.

#Cancel the subscription

Role: the member themselves.

1. On the plan card, Cancel subscription.
2. If you want, give the reason under Reason for canceling (optional).
3. Confirm with Yes, Cancel Subscription.

#Add an extension

1. On the plan card, Add an extension: "It is billed with your plan, on the same date."
2. Choose the extension. The dialog shows what is charged today ("Today: R$ 150.00 (prorated until 11/20)") and afterwards ("Then: R$ 450.00 with the plan, every charge.").
3. Add and pay.

#Reactivate a canceled subscription

While the paid period isn't over, Reactivate undoes the cancellation: "Reactivate your subscription and keep your benefits", with the next charge on the usual date. After the period ends, it is no longer possible: "Cannot reactivate subscription - the subscription period has already ended". Then the only way is to subscribe again.

#Change plan

Role: the subscriber themselves. Only the subscriber changes their own plan; the team does not change anyone's plan.

The subscription changes in place: it is the same subscription, with the same history, just on another billing option. There is no need to cancel one and subscribe to another.

#Where it is

1. Billing, on the plan card, Change plan.
2. The dialog shows "You are on Growth · Monthly. Choose the option you want to switch to." and the list of options the community shows on its pricing page, by plan, with yours marked Your plan. Options with the other billing interval (yearly, if you are on monthly) show the note "Different billing interval: the switch takes effect at the next renewal."
3. Choose an option. The dialog works out what changes ("Working out what changes in your subscription...") and shows the summary before any charge.
4. Confirm with Pay R$ … and switch, Switch now or Schedule change, depending on the case.

#When the change takes effect now

It takes effect now when the new option is more expensive, with the same billing interval, and none of your extensions would end on the new plan. The dialog title is The change takes effect now:

• We charge now, to your default saved card, the difference prorated for the days left until renewal: "You move to Business · Monthly today. We charge R$ 130.00 to your saved card now (prorated for the 15 days left until renewal)."
• The amount includes the platform fee when, on the new option, the buyer pays the fee.
• On a yearly option that accepts installments, the amount can be split under Installments (up to one installment per month left, within the option's limit).
• If the difference is too small (fewer than 3 days left or less than R$ 10), the switch happens with no charge: "You move to Business · Monthly today, with no charge now: the difference until 11/20 is too small to charge."
• After that, the next charge comes at the new price, on the same date as always.

#When the change is scheduled

It waits for the end of the period you already paid for (The change is scheduled) when the new option is:

The dialog says until when you stay on the current plan and what comes next: "You stay on Growth · Monthly until 11/20, the end of the period you already paid for. From then on, Growth · Annual at R$ 1,188.00/year." Nothing is charged now.

#What the dialog shows before you confirm

#No saved card

A change that takes effect now needs a saved card: "To switch now, you need a saved card. Add one under Credit card, on this page." The confirm button stays disabled; Add card opens the card form on the same page. A scheduled change doesn't need a card.

#Declined card or payment down

If the card is declined or payment processing doesn't respond, nothing changes and nothing is charged: "Nothing changed in your subscription: you're still on your current plan and nothing was charged.", with the reason. You can try again or use another card.

#Undo a scheduled change

1. On the plan card, the Scheduled change notice, Undo.
2. "Undo the scheduled change?": "You stay on Growth · Monthly, and your next charge stays as it is."
3. Undo change.

Undoing is no longer possible once the PIX or boleto for that period's renewal has been generated (5 days before the due date, see Renewal): the dialog says "The scheduled change still stands." For the same reason, while that renewal is open you can't change plans: "A renewal charge is still open. Change plans after it is paid."

#What carries over and what doesn't change

You can't change plans during the free trial, with the subscription past due, with a scheduled cancellation or on a complimentary subscription: "Only an active subscription with no scheduled cancellation can change plans."

Through the assistant, the same switch comes from the tools quote_plan_change and change_my_plan.

#For the team: how to help a member

#Examples

Ana subscribes to Growth Monthly with the Coworking Extension. She sees the plan (Growth · Monthly, R$ 129.00), the add-on (Coworking Extension, R$ 450.00/month) and "Next charge: R$ 579.00 on 11/20".

Bruno subscribes to Resident with a 12-month contract and cancels in month 4. He sees "Cancellation scheduled for 03/15/2027, the end of your contract. Monthly charges continue until then."

Diego is on Growth Monthly (R$ 129) and switches to yearly (R$ 1,188). The billing interval changes, so the switch is scheduled for the end of the month already paid. The card shows "Scheduled change: On 11/20, your plan switches to Growth · Annual (R$ 1,188.00/year).", and the 11/20 charge already comes at the yearly price.

Carla paid the yearly plan by PIX. She sees "Annual · renews on 10/10/2027". Five days before, the open renewal appears with the new PIX.

#Common errors and how to fix them

#Frequently asked questions

Does the member see charges from other communities? No. Billing belongs to the community they are in.

Does the team see a member's Billing page? The team sees sales and subscriptions under Monetization; Billing is the member's own view.

Can the member pause the subscription? Not from the page. Pausing is a team action, and a paused subscription gives no access until it is resumed.

When I move to a more expensive plan, do I pay the new plan's whole month? No. You only pay the difference prorated for the days left until renewal. From the renewal on, the new price.

What if I move to a cheaper plan? The switch waits for the end of the period already paid. The difference isn't refunded: you use the current plan until then.

Where is the invoice? The invoice is issued by the community, outside the platform.

#Related

• Renewal
• Pay now
• PIX, boleto and card