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Bizzy uses Stripe’s customer-portal for tax info, plan changes, and cancellation. The portal is hosted by Stripe and opens with single-sign-on from your Bizzy account. Saved cards are managed in-app on the Payment methods page, and invoices live in-app on the Invoices page — no portal hop required for either.

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Prerequisites

  • You must be an Owner or Admin to open the portal
  • An active or trialing subscription with a Stripe customer record (the portal is not available before your first paid plan)

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Open the portal

  1. Navigate to Settings > Account > Billing
  2. Click Manage billing in Stripe
A new tab opens directly into the Stripe-hosted portal. When you finish, close the tab to return to Bizzy.
Portal sessions are rate-limited to 10 per minute per account. If you’ve recently opened a session, wait a few seconds before opening another.

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What you can do

The portal supports several focused flows. Bizzy links you directly to the right one based on which button you click.
FlowTriggered fromWhat you can do
Manage billingDefault Manage billing in Stripe buttonUpdate tax info, see subscription history
Cancel subscriptionThe “Cancel subscription” linkCancel at period end with optional feedback
Change plan”Upgrade” or “Downgrade” buttons on the Upgrade pageSwitch tier, switch monthly ↔ annual, confirm prorated charges

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Downgrade pre-validation

Plan changes that increase limits go straight to the portal. Plan changes that decrease limits run through a pre-validation step in Bizzy before handing off to Stripe. If your current usage exceeds the target tier’s limits — for example, you have 25 agents and want to downgrade to a plan that allows 10 — Bizzy blocks the downgrade and sends you back to Settings > Account > Billing with a banner that lists the specific violations:
Too many agents: 25 in use, 10 allowed on Starter
To complete the downgrade:
  1. Reduce the listed objects below the target tier’s limits (delete agents, remove team members, archive automations, etc.)
  2. Return to the Upgrade page and select the lower tier again
  3. Confirm the change in the portal
Pre-validation only catches account objects (seats, businesses, agents, MCP servers, automations). Consumable usage above the new tier’s allowance will simply bill as overages on the next cycle — see Limits for details.

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Errors and recovery

Banner you seeWhat to do
Portal is unavailableYour account has no Stripe customer record yet — start from the Upgrade page instead
Downgrade blockedSee the listed violations and reduce usage before retrying
Rate limitedWait a few seconds and try again

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Next steps

Invoices

View, download, and pay invoices in-app

Upgrade or change plan

Compare tiers and switch plans

Pricing

Subscription, seat, and overage pricing
Last modified on May 30, 2026