# Member billing

> The page for whoever pays: subscriptions and dates, saved cards, billing history, changing plans, canceling and reactivating, the open renewal, Pay now, extensions and the last chance.

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.

![The Billing page (interface in Portuguese)](/screens/faturamento.png "Billing for a member with no subscription: the shortcut to the plans, the cards and the history.")

## 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

| Block | What it shows and what you can do |
|---|---|
| **The plan card** | The plan, the status and the price (*"R$ 129.00/month (min. 12 months)"*); the subscription details; the extensions; the open renewal; the last-chance offers; and the actions. With no subscription: *"No active subscription"* and **See plans** |
| **Credit card** | *"The default card pays your subscription renewals."* The saved cards; **Add Payment**; **Set as default payment method**; remove |
| **Billing history** | *"The charges of your subscription."* Each charge with its period (*"10/01 to 11/01"*), the amount and *"Paid on…"* or *"Not paid"*, page by page |

### The plan card

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

| Label | When it shows |
|---|---|
| **Next charge** | Up to date: the amount and the date (*"R$ 579.00 on 11/20"*). Hidden while the subscription is past due |
| **Trial ends** | During the free trial |
| **Coupon on the next charge** | When a [coupon](/monetizacao/cupons) still applies to the next charge |
| **Contract until** | With a [contract length](/monetizacao/duracao-do-contrato) |
| **Access until** | Canceled, still within the paid period |
| **Extensions** | Each [add-on](/monetizacao/adicionais), with its price and discount, if any |
| **Scheduled change** | A [plan change](#change-plan) waiting for the end of the period: *"On 11/20, your plan switches to Growth · Annual (R$ 1,188.00/year)."*, with **Undo** |

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

| Action | When |
|---|---|
| **Pay now** | The renewal is overdue: *"The renewal was not paid. Pay to keep your access."* It is the only highlighted button. See [Pay now](/pagamentos/pagar-agora) |
| **Add an extension** | The plan has add-ons the person doesn't have yet. Not during the free trial: *"Extensions can be added once the trial ends."* |
| **Change plan** | Active subscription, with no scheduled cancellation. Opens the **Change plan** dialog. See [Change plan](#change-plan) |
| **Cancel subscription** | The option allows cancellation |
| **Reactivate** | Canceled, while the paid period isn't over |

### 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](/pagamentos/renovacao).

### Last chance

If the community offers a [downsell](/monetizacao/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**.

| Situation | What happens |
|---|---|
| No contract | *"You keep access, with no new charges, until…"* |
| With a contract | *"The cancellation is scheduled for that date, and monthly charges continue until then."* |
| The option doesn't allow cancellation | *"This plan does not allow cancellation. Please contact the community."* |

### 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](/monetizacao/planos), 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](/pagamentos/taxa-da-plataforma) 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:

| Case | The reason the dialog shows |
|---|---|
| Cheaper | *"A cheaper option starts at the end of the period, so you keep what you already paid for."* |
| The same price | *"An option at the same price starts at the end of the period you already paid for."* |
| A different billing interval (monthly to yearly, or the other way) | *"The billing interval changes at renewal, with no proration between periods."* |
| More expensive, but without an extension you have | *"One of your add-ons doesn't carry over to the new plan, so the change waits until the end of the period you already paid for it."* |

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

| Line | Example |
|---|---|
| The amount now | *"We charge R$ 130.00 to your saved card now"*, with the card (*"Visa card ending in 4242"*) |
| The next charge and its total | *"Next charge on 11/20: R$ 839.00."* (the plan plus the extensions that continue) |
| The extensions | *"Coworking Extension continues, at R$ 450.00."* or *"Coworking Extension ends with the change."* |
| The contract | *"Your minimum term still runs until 03/15/2027."* or *"The new plan has a 12-month minimum term, until 11/20/2027."* |
| The coupon | *"Your discount coupon only applies to the current plan and stops with the change."* |
| A change already scheduled | *"This replaces the change already scheduled to Growth · Annual."* |

### 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](/pagamentos/renovacao)): 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

| | |
|---|---|
| **The history** | It is the same subscription: charges, dates and timeline carry over |
| **The extensions** | The ones the new plan offers continue, at its price; the others end with the change |
| **The contract** | A contract in progress runs until its date; if the new plan has a contract, it starts at the change |
| **The coupon** | Only applies to the option it was used on; it stops applying with the 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`](/mcp/ferramentas-assinaturas#quote-plan-change).

## For the team: how to help a member

| The member says… | Where they sort it out | If that doesn't work |
|---|---|---|
| "I want to change my card" | **Billing › Credit card** | — |
| "When is the next charge?" | **Billing**, on the plan card | — |
| "I want to switch to the yearly plan" or "to a bigger plan" | **Billing › Change plan** | The team doesn't change a member's plan: only they can |
| "I scheduled a switch and changed my mind" | **Undo**, on the **Scheduled change** notice | Once the renewal PIX or boleto is out, the switch stands |
| "I canceled by mistake" | **Reactivate**, while the paid period isn't over | Subscribe again |
| "I didn't pay the renewal" | **Pay now**, or the open renewal PIX | An owner or admin helps through the API |
| "I want to cancel and the option doesn't allow it" | — | An owner or admin cancels |
| "I want to cancel in the middle of the contract" | The cancellation is set for the end of the contract | An owner or admin ends it earlier, by agreement |

## 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

| Message | What to do |
|---|---|
| *Failed to add payment method* | Check the card details; try another card |
| *We don't recommend removing your default payment method. Set another card as default first.* | Set another card as default before removing it |
| *Cannot reactivate subscription - the subscription period has already ended* | Subscribe again under **See plans** |
| *Failed to load subscription* | Reload the page |
| *Only an active subscription with no scheduled cancellation can change plans.* | Wait for the trial to end, pay the overdue renewal or reactivate the subscription first |
| *A renewal charge is still open. Change plans after it is paid.* | Pay the renewal PIX or boleto and go back to **Change plan** |
| *Nothing changed in your subscription: you're still on your current plan and nothing was charged.* | The card was declined or the payment didn't respond; try again or use another card |

## 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](/pagamentos/renovacao)
- [Pay now](/pagamentos/pagar-agora)
- [PIX, boleto and card](/pagamentos/metodos-de-pagamento)