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Billing & Subscription

The Billing & Subscription page at /admin/billing provides a central place to manage your Offering Manager subscription. From here you can review your current plan, update your payment methods, view invoice history, monitor your usage, change or cancel your subscription, and export your data.

Account Status

A status banner at the top of the page highlights any critical issues with your account:

  • Active When your account is in good standing, this banner is hidden.

  • Grace Period If a payment attempt fails but you are still within the grace period, your account remains active. In this case, the status banner is hidden, but a Payment Issue banner appears prompting you to update your payment method (see Payment Methods below).

  • Restricted or Suspended Your account is in restricted mode or suspended due to billing issues. You can view and export your data but must subscribe or update your payment method to restore full access.

  • Scheduled for Deletion Your account is scheduled for permanent deletion on a specific date. Subscribe now or export your data before it is removed.

In the status banner you can:

  1. Click Subscribe to Reactivate or Reactivate Account to start a new subscription or restore full access.

  2. Click Export Data to download a snapshot of your investor, order, offering, and team data.

Current Plan

Under Current Plan, you can review:

  • Plan name (Free, Professional Monthly, Professional Annual, or Enterprise)

  • Billing cycle (monthly or annual)

  • Price (excl. VAT)

  • Next renewal date or scheduled cancellation date

  • Any active discounts (see Active Discounts below)

Active Discounts

If you have a promotional discount applied to your subscription, an Active Discounts card appears beneath your plan details. This card shows:

  • Discount type (percentage, fixed-amount, free months, custom price, or permanent)

  • Discount amount and currency

  • Duration (in months) or indication if it is ongoing

  • Remaining months, if applicable

Change Billing Cycle

  1. Click Change Plan in the Current Plan section.

  2. In the dialog, choose between Professional Monthly or Professional Annual. The dialog displays pricing (e.g., “€299/month (billed €3,588/year), excl. VAT”) and any savings (for annual billing).

  3. Review proration details, including any charges or credits on your next invoice.

  4. Click Switch to [Plan] to confirm.

To upgrade to the Enterprise plan with unlimited usage and dedicated support, click Contact Us in the dialog or visit https://www.bitbond.com/contact.

Cancel Subscription

  1. Click Cancel Subscription in the Current Plan section.

  2. Review the cancellation details:

    • Your subscription remains active until the end of the current billing period.

    • After that, your account will be downgraded to the Free plan and live offerings will switch to test mode.

    • Your data will be retained for 90 days after downgrade.

  3. Click Cancel Subscription to confirm.

Upgrade Options

The Upgrade Options card lists all available plans side by side.

  • Click Subscribe next to a plan to start a new subscription via Stripe Checkout.

  • For Enterprise inquiries, select Contact Us or visit https://www.bitbond.com/contact to get in touch with our sales team.

Payment Methods

The Payment Methods card lets you manage how you pay your invoices:

Actions:

  1. Click Manage Payment Methods to open the Stripe Customer Portal.

  2. Add a new card, update expiry dates, or remove old methods.

  3. Select a default method for automatic billing.

If a payment attempt fails or an invoice becomes past due, a Payment Issue banner appears prompting you to update your payment method. Resolve the issue by clicking Manage Payment Methods.

Billing Details

Your Billing Details appear on all invoices and are required for EU VAT reverse-charge compliance. Enter:

  • Company name

  • Street address (Line 1 & Line 2)

  • City, postal code, state/region

  • Country

  • VAT ID (required for EU countries)

Click Save Billing Details to persist changes.

Invoice History

The Invoices card displays all past invoices with:

  • Invoice number

  • Status (Paid, Open, Draft, etc.)

  • Amount and currency

  • Billing period (start/end dates)

  • Due date and paid date

  • Links to view the hosted invoice or download the PDF

Use the Date After and Date Before filters to narrow the invoice list.

Usage & Add-Ons

Monitor your current usage against plan limits in the Usage & Add-Ons section. You can see:

  • Number of offerings created

  • Number of investors onboarded

  • Number of team members added

  • Feature availability (go live, custom domain, payment processing, branding)

Each usage category is displayed as a progress bar showing your current count versus your plan limit. If you need higher limits or additional features, use the Change Plan dialog in the Billing & Subscription area or contact our sales team at https://www.bitbond.com/contact.

Data Export

The Data Export tool lets you generate a snapshot of your tenant data:

  1. Click Export Data.

  2. The system prepares either a ZIP archive or individual JSON/CSV files, based on your settings.

  3. The download starts automatically, and you receive a summary of total investors, orders, offerings, and team members.

  4. Note the download link expiry date if provided in the success message.

For automated API access and integrations, browse the interactive API docs at https://om.bitbond.com/api/docs and call the API at https://api.om.bitbond.com. The Offering Manager is available at https://om.bitbond.com.

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