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ClientSynq
Account, billing and support

Manage your subscription

Last updated: October 8, 2026

You manage a paid subscription from Billing & Plans. Card changes, billing history, plan changes and cancellation happen in the Stripe customer portal, which opens from that page.

Before you start

  • You need the Manage Billing permission. Owners always have it. The Administrator role does not include it, so an administrator who should handle billing also needs a role with Manage Billing.
  • The organization needs a paid subscription. During a free trial without a card, choose a plan first. See Plans and trials.
  • Each organization has its own subscription and its own billing details. Switch to the right organization before you start (under your name, bottom left: Switch organization).

Open the billing portal

  1. Open Settings (under your name, bottom left of the sidebar), then Billing & Plans.
  2. Check the organization named under Managing Subscription For:.
  3. Under Need to manage your subscription?, select the Manage ... Subscription button. It shows your organization's name. On a trial with no card on file the box reads No billing account yet instead: choose a plan on the same page to add a card, and the button appears after that.
  4. The Stripe customer portal opens. From there you can:
    • update your payment method;
    • view billing history and invoices;
    • change your plan;
    • cancel your subscription.
  5. When you leave the portal, you return to your Dashboard.

Screenshot to come: Billing & Plans → Need to manage your subscription? box with the Manage Subscription button
public/help/billing/manage-subscription-1.png

Change plans

If you select another plan's button in Billing & Plans while a paid subscription is active, ClientSynq opens Update payment information. Select Open billing portal and change the plan in the Stripe customer portal.

You must have accepted the current Terms before a plan change. See Accept updated Terms.

Add another organization

Each organization is billed separately. To add one:

  1. In Billing & Plans, select Create New Organization.
  2. Enter the Organization Name and select Continue to Plans.
  3. ClientSynq creates the organization with its own 7-day Pro trial and switches to it. Choose a plan for it when you are ready.

Good to know

  • When a subscription ends, the organization becomes inactive. Your team can only open Billing & Plans until you choose a plan again, and your clients see a message that invoicing is not available.
  • If the dashboard shows Your subscription isn't active yet right after checkout, wait a moment and refresh the page.
  • On the Basic plan, Billing & Plans also offers QuickBooks Payments Setup Assistance, a guided 30-minute session. Select Add Setup Assistance - $79 to buy it.
  • For billing questions, use Contact Support and choose the Billing & Account category. See Contact support.