Billing and Payments
Summary
Billing and Payments is where the Primary User and Admins manage the Flxpoint subscription plan, payment methods, usage overages, and invoices; billing runs through Stripe.
Billing and Payments is where you manage your plan, payment methods, usage limits, and invoices. Flxpoint partners with Stripe to handle billing. Access is limited to the Primary User and Admins on the account: other roles cannot view or change billing.
| Task | Where |
|---|---|
| Open Billing | Select your initials (top right of the app) → Billing |
| View plan, usage, invoice date, and history | Billing page |
| View pending overage and next invoice date | Billing page |
| Manage payment methods | Billing page; the card on file is processed by Stripe |
| Upgrade or switch plans, including monthly to annual | Upgrade Plan button, or contact the Flxpoint Billing team |
| Cancel the subscription | Plan information → Cancel Plan (reaching out to the team first is encouraged) |
Manual invoicing and optional payment methods
For specific customers, payment method input can be made optional during signup via a custom link setting. While plan details and terms remain mandatory, payment collection is automatically paused until one day after the subscription starts to allow for manual invoicing via Stripe or direct transfer.
An unexpected overage charge is pending
Open Billing (initials icon, top right) to see the pending overage and next invoice date. Remove the overage by reducing usage before the cycle ends, or upgrade your plan; otherwise the default payment method is charged. Contact the Flxpoint Billing team if the amount looks wrong.
Cannot see the Billing page
Billing is restricted to the Primary User and Admins. For read-only users the Billing option is still visible but not accessible/clickable.
Who can access Billing and Payments?
Only the Primary User and Admins on the account.
When are overages charged?
Overages are invoiced monthly on the same day as your next plan invoice date, and are charged to your default payment method if not removed before the cycle ends.
How do I upgrade or switch my plan?
Use the Upgrade Plan button to review plans, or contact the Flxpoint Billing team for help choosing between monthly and annual or a higher-usage plan.
How do I cancel?
Open Plan information and select Cancel Plan. Reaching out to the Billing team first is encouraged in case another option fits your needs.
Who handles billing questions?
The Flxpoint Billing team.
What it does
Flxpoint allows for a non-standard billing workflow where customers can complete the signup and order form without immediately providing a payment method. This is specifically designed for enterprise or high-volume accounts that prefer manual invoicing via Stripe and payment via direct transfer, rather than automated credit card charges.
Configuring payment optional signup
To enable this flow for a specific customer, you must use a custom signup link. This is not a global setting, as most standard accounts still require a payment method to begin service.
Payment Method Not Required: Enable this optional setting when generating the custom signup link for the customer.
Mandatory Confirmations: Even when the payment method is skipped, the customer must still confirm their plan details, any selected addons, and the Terms of Service.
Payment Collection Pause: If a customer signs up without a payment method, payment collection is automatically paused in the system until one day after the subscription start date.
Onboarding and Deal Creation
For customers using the manual invoicing flow, the system adjusts how deals are handled to ensure internal teams are notified promptly, even before payment is processed.
Early Deal Creation: The system creates plan, addon, and onboarding (ONB) deals at the moment of signup rather than waiting for payment completion.
Status Tracking: These deals are typically created with a status of Payment Pending.
Internal Notifications: This ensures that onboarding staff are assigned to the new account immediately, preventing delays in the setup process while billing is finalized.
Manual Invoicing via Stripe
Once the signup is complete, the Billing Team manages the subscription invoicing behavior within Stripe. This integration supports switching a subscription to manual invoicing, allowing the customer to receive an invoice and pay via their preferred direct method while maintaining their active Flxpoint subscription status.
Note: If you are using trial days in conjunction with manual invoicing, the lack of a payment method will not prevent the account from being created, but ensure the manual invoice is reconciled before the pause period ends to avoid service interruption.