Docs Features
Billing
The Billing page in the Admin console. Upgrade, change plans, manage seats, cancel and undo a cancellation.
Billing lives in Admin > Billing. Only admins can change the plan. Everyone can see the plan chip at the bottom of the sidebar, for example "Free plan, 7 of 10 bids used" or "Pro, ends Nov 12".
Payments run through Stripe. Tidy never sees or stores your card number.
What the Billing page shows
- Plan card: your plan, the price line (for example "$100 per seat a month, 5 seats"), and the renewal or end date. If a payment failed, it says so and tells you Stripe is retrying your card.
- Bids created: "7 of 10" with a bar on Free, or "Unlimited on your plan".
- Paid seats: how many seats you bought and how many are in use, with a link to choose who has one.
- Your Tidy agent allowance: percent used this month and the reset date. On Free this is the company-wide trial.
- Tidy agent use by seat: each member's share of the monthly allowance (admins only).
- Cancellation policy: the full policy, in plain words.
Upgrade, change and cancel
| Action | Where | What happens |
|---|---|---|
| Upgrade | Upgrade on the plan card | Stripe checkout opens. You pick monthly or annual and the number of seats. |
| Change plan or seats | Switch to Pro/Max or Manage billing and seats | The Stripe customer portal opens. Upgrades apply now with proration. Downgrades apply at renewal. |
| Cancel | Cancel plan at the bottom of the plan card | Your plan stays active until the end date, then the company moves to Free. No further charge. |
| Undo a cancellation | Undo cancellation in the banner | The plan renews as usual. Works any time before the end date. |
Invoices, receipts, tax IDs and the card on file live in the Stripe customer portal.
Cancellation policy, short version
- Cancel any time in two clicks. You keep what you paid for until the end date.
- Your work is never deleted when a plan ends. On Free, new bids stop at 10 in total and the Tidy agent pauses after the trial. Your own connected agent keeps working.
- No refunds for part of a billing period.
- If a payment fails, Stripe retries for 7 days and emails your admins. If it still fails, the company moves to Free. Paying again restores the plan.
- We give 30 days notice before a price change.
- Admins get an email when a plan is cancelled and again 3 days before it ends.