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Account & Billing

Everything about managing your account, subscription plans, billing, and upgrading. Learn how to access the Stripe Customer Portal.

Upgrading Your Plan

Upgrading your plan gives you access to more features, higher limits, and additional capabilities like AI chat and question generation.

How to Upgrade:

  1. Navigate to Pricing - Click "Pricing" in the header menu or go to /pricing
  2. Browse Plans - Review available plans, their features, and pricing
  3. Select a Plan - Click "Subscribe" on the plan you want
  4. Payment Processing - You'll be redirected to Stripe for secure payment processing
  5. Complete Payment - Enter your payment information and complete the transaction
  6. Instant Activation - Your new plan is activated immediately after payment

Note: If you already have an active subscription, clicking "Subscribe" will take you to the Customer Portal where you can manage your existing subscription or change plans.

Managing Your Subscription

All subscription management is handled through the Stripe Customer Portal, providing a secure and comprehensive interface for managing your account.

Accessing the Customer Portal:

  1. Go to Settings - Click on Settings in the header menu
  2. Click "Manage Billing" - Look for the "Manage Billing" or "Manage Subscription" button
  3. Redirect to Stripe - You'll be securely redirected to the Stripe Customer Portal
  4. Manage Your Account - From the portal you can:
    • Update payment methods (credit cards, bank accounts)
    • Change your subscription plan (upgrade or downgrade)
    • View billing history and download invoices
    • Cancel your subscription
    • Update billing address and contact information
    • View upcoming charges and renewal dates

Security: The Stripe Customer Portal uses industry-standard security practices. All payment information is encrypted and handled securely by Stripe, not stored on our servers.

Understanding Plan Features

Different plans offer different features and limits. Understanding what's included helps you choose the right plan for your needs.

Common Plan Features:

  • Monthly Hours: Each plan includes a certain number of hours per billing period. Usage is calculated based on audio duration processed, not file size.
  • AI Chat Access: Premium plans include access to the AI chat feature, allowing you to ask questions about your transcripts.
  • Question Generation: Higher-tier plans can generate quizzes and questions from transcripts.
  • Action Item Extraction: Some plans include the ability to extract action items and tasks from transcripts.
  • Storage: Plans may include storage limits for your uploaded files and transcripts.

Tip: Check the Pricing page to see detailed feature comparisons between plans. You can upgrade or downgrade at any time through the Customer Portal.

Billing & Invoices

All billing is handled securely through Stripe. You can view invoices, update payment methods, and manage billing information from the Customer Portal.

Accessing Billing Information:

  1. Open Customer Portal - Go to Settings and click "Manage Billing"
  2. View Billing History - See all past invoices and charges
  3. Download Invoices - Click on any invoice to download a PDF copy
  4. Update Payment Method - Add, remove, or update credit cards and payment methods
  5. View Upcoming Charges - See when your next payment is due and the amount

Important: Keep your payment method up to date to avoid service interruptions. If a payment fails, you'll be notified and can update your payment method in the Customer Portal.

Account & Billing - Upgrade Plans, Manage Subscription | Syncpoly FAQs