Account Settings
The account settings surface is where billing and subscription operations happen. These guides focus on invoices, payment information, and the effects of plan changes on product access.
Billing surface
Stripe portal
Most payment and invoice operations redirect into the secure billing portal.
Plan impact
Immediate
Upgrades and cancellations can affect widget limits, branding, and access to paid features.
Article sequence
Who this is for
Workspace owners and billing contacts
Use this collection when you want the product-operational answer before you move into deeper guides and comparisons.
Read this collection in sequence
The article order matches the operational path teams usually take through this topic.
Move top to bottom if you are new to the topic. Jump to a single section if you already know the job to be done.
Download an invoice or receipt
Use the billing portal to retrieve PDF invoices and receipts from the Stripe history view.
Update billing and payment details
Add, remove, or replace the default payment method and keep billing records current for future invoices.
Manage subscription
Purchase, upgrade, or cancel a monthly or annual plan with a clear understanding of what changes immediately.
Download an invoice or receipt
Use the billing portal to retrieve PDF invoices and receipts from the Stripe history view.
Invoice retrieval is handled through the Stripe billing portal rather than a custom file manager inside Nalytics. That keeps the billing record authoritative and makes it easier to download a clean PDF receipt whenever finance, procurement, or bookkeeping needs proof of payment.
- Open the billing or subscription section from the Nalytics account settings.
- Follow the link into the Stripe billing portal.
- Open invoice history and choose the invoice or receipt you need.
- Download the PDF copy for finance or reimbursement workflows.
Update billing and payment details
Add, remove, or replace the default payment method and keep billing records current for future invoices.
Payment and billing details should be maintained before renewal dates, plan upgrades, or ownership changes. The Stripe portal is where workspace owners can add a new default payment method, remove an outdated card, and update the billing or shipping information that appears on future invoices.
- Open the Stripe billing portal from the Nalytics billing surface.
- Add or replace the default payment method as needed.
- Review the billing and shipping information that will appear on future invoices.
- Save the changes and confirm the correct payment method is marked as default.
Manage subscription
Purchase, upgrade, or cancel a monthly or annual plan with a clear understanding of what changes immediately.
Subscription management controls plan level, renewal mode, and whether paid features remain active. Upgrades usually unlock the additional capabilities right away. Cancellations reduce access after the active billing period and may disable extra trackers, simplified branding controls, or other paid features tied to the plan.
- Open the billing or plan management surface and choose the target subscription action.
- Select the monthly or annual plan you want to purchase or upgrade to.
- If canceling, review the warning about feature loss and tracker deactivation before confirming.
- Return to the workspace after the billing portal confirms the plan change.