Update your payment method

Overview

Your subscription is a Stripe subscription on a Stripe customer created for your company at your first checkout. The card, the billing address and the invoices all live on that customer. FieldQuo keeps none of the card details — not even the last four digits, which it asks Stripe for when it writes a renewal reminder.

The portal is Stripe's hosted page, opened in the same tab with a return link back to Account & Billing. When you come back, the page asks Stripe for the current state of the subscription straight away rather than waiting for a webhook, so a fixed card shows as fixed at once.

How to change the card

1. Open Account & Billing — Plan at the bottom of the sidebar, or Settings → Account & Billing.
2. Press Manage billing & payment method. The button reads Opening... and the tab moves to Stripe's portal, which shows your company's name.
3. On the portal, add the new card under its payment-method section and make it the default; remove the old one if you want. Update the billing address there too if it changed — Stripe uses it to work out the tax on each charge.
4. Use the portal's return link. You land back on Account & Billing, which reads Checking with Stripe… for a second and then shows the current state.

After a failed payment

If a renewal charge fails, the plan card reads Overdue and the account goes read-only for 7 days: everyone can see their work, nobody can add to it. After seven days it is locked to the billing screen. Nothing is ever deleted — see Failed payments and the grace period.

Fixing the card is the same trip as above. The difference is what happens when you return: because the lock is enforced when the app loads, the page reloads the whole app after checking with Stripe, so the sidebar comes back the moment the payment goes through rather than whenever a webhook happens to land. If you fix the card and the app still looks locked, press Check with Stripe on the billing page.

What else the portal does

• Invoices and receipts — every charge FieldQuo has made, downloadable as PDF. See Invoices and receipts from FieldQuo.
• Billing address and tax number — the address decides the tax Stripe adds; a business number entered here appears on the invoices.
• Not the plan. Changing tier or cadence is done on Account & Billing, where the timing rule and the confirmation dialog live — see Change your plan. Cancelling is Cancel plan on the same page, which asks why and tells you what happens to your records.

Who can do it

Owners and administrators. The portal route refuses everyone else with Only an owner or admin can change the plan or billing details. — a supervisor who can invite people still has no business reading the company's payment history.

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