Overview: Billing & Payment

The Billing & Payment tab in Settings is your one-stop view for everything related to your Broker Buddha AI subscription — your legal name on file, who gets payment receipts, your current subscription status, the products and licenses you're paying for, and quick links into the Stripe Customer Portal for payment history, invoices, and payment methods. You can also cancel subscriptions or permanently delete your account from this same page.

🖼️ [Image placeholder: Billing & Payment tab landing view showing all main sections.]

🔐 Who Can Use This

Only Account Owners and Billing Managers can view and manage the Billing & Payment tab. Standard Users will not see this tab in Settings.

🧭 Getting to Billing & Payment

Click your avatar (top right) and choose Settings.
Select the Billing & Payment tab from the Settings navigation.

🖼️ [Image placeholder: Settings left nav highlighting the Billing & Payment tab.]

🗺️ Page Tour

The Billing & Payment tab is organized into the following sections, top to bottom:

1. 🏷️ Legal Name

Your Legal Name on file with Broker Buddha — this name appears on your invoices and receipts. Click the ✏️ pencil icon next to the name to edit it.

🖼️ [Image placeholder: Legal Name field with pencil edit icon.]

2. 📧 Who Receives Payment Receipts

A checkbox list of everyone who receives billing emails. By default, all Account Owners and Billing Managers are added automatically and can opt out by unchecking their row. You can also add any non-user email address (for example, your accounting team) using the Add email address field.

💡 Recipients don't need to be users — they'll receive payment and receipt emails even if they don't have a BB AI login.

🖼️ [Image placeholder: Who receives payment receipts section with checkboxes and Add email field.]

👉 For full step-by-step instructions, see Managing Payment Receipt Recipients.

3. 📅 Current Subscription Overview

A quick summary of your subscription lifecycle:

Subscription Start Date — When your BB AI subscription began.
Last Billing Date — The most recent date a charge was processed (shows N/A during Trial).
Next Billing Date — The next scheduled charge date (shows N/A during Trial).
Stripe Subscription ID — Your unique Stripe subscription reference (helpful for support).
BB AI Subscription ID — Your BB AI-internal subscription reference.

🖼️ [Image placeholder: Current Subscription Overview section showing all five fields.]

4. 🧾 Products and Licenses

A table of every product on your subscription, with columns for Product, Licenses, Status (Trial with end date / Active), Price/License, and Monthly Total. The grand total for your account appears at the bottom as Total Monthly Amount.

🖼️ [Image placeholder: Products and Licenses table with Total Monthly Amount highlighted.]

👉 For a deeper walkthrough of how licenses, trials, and pricing work, see Products, Licenses & Monthly Pricing.

5. 💳 Stripe Customer Portal

A launch card that opens your Stripe Billing Portal in a new window. From the portal you can:

✅ View payment history
✅ Manage subscriptions
✅ Update payment methods
✅ Download invoices

🖼️ [Image placeholder: Stripe Customer Portal card with Open Billing Portal button.]

👉 For more detail, see Using the Stripe Billing Portal.

6. 🛑 Cancel Subscriptions

A red Cancel All Subscriptions button for ending your subscription. You'll retain access until the end of your current billing period.

7. 🗑️ Delete My Account

A collapsible red panel that permanently removes your account and all associated data. You'll be asked to type DELETE MY ACCOUNT to confirm. You cannot delete your account while you have active subscriptions — you must cancel first.

🖼️ [Image placeholder: Cancel Subscriptions and Delete My Account sections at the bottom of the page.]

👉 For full details on both flows, see Cancelling Your Subscription or Deleting Your Account.

🔗 Quick Shortcut: Manage Users & Products

At the top right of the page, the Manage Users & Products button opens the user-and-product wizard — useful when you need to adjust license counts or grant product access to specific users.

🖼️ [Image placeholder: Page header with Manage Users & Products button highlighted.]

👉 See Managing User Product Access for the full walkthrough.

💡 Best Practices

👀 Review monthly — Check the Products and Licenses table each month to confirm license counts match your active user roster.
📧 Add your accounting team — Use the Add email address field so finance receives receipts automatically, even if they don't use BB AI.
🔖 Keep IDs handy — Note your Stripe Subscription ID and BB AI Subscription ID; our support team may ask for them when troubleshooting billing.
🏷️ Update Legal Name promptly — If your agency rebrands or restructures, update Legal Name right away so new invoices reflect the correct entity.
🧮 Use the Stripe Portal for history — All past invoices, receipts, and payment-method changes live in the Stripe Customer Portal, not in BB AI.