Step by step

1. Open the Subscription screen

   In the left navigation, find and click Subscription. The nav builds group entries from tenant-scoped collections and the fixed action screens registered in the CMS configuration, and Subscription is one of those fixed screens.

2. Review your current billing details

   The Subscription screen loads and displays your current plan, standing, and next payment date. Because your organisation has been billed before, you will see the Change the subscription section rather than first-time sign-up options.

3. Locate the Manage payment details button

   This button opens Stripe's own page where your card on file, your plan, and all past invoices are managed.

4. Click Manage payment details

   Click the button. It will immediately change to show One moment… while the CMS prepares your secure Stripe session. Do not navigate away during this pause.

5. The CMS prepares your Stripe session

   Behind the scenes, the CMS confirms your identity and organisation, then asks Stripe to create a billing portal session. It also sets a return destination so Stripe knows where to send you when you are done.

6. Your finance role and Stripe details are verified

   Before the session is handed over, the CMS checks that you hold a finance role on this organisation and that a Stripe customer record exists. If either check fails, the request is blocked. Once both pass, Stripe returns a secure portal URL.

7. Your browser opens Stripe's billing portal

   Everything from this point happens on Stripe's own pages, where you can change your plan interval from monthly to annual.

8. Select annual billing and confirm

   Inside the Stripe portal, find the option to change your billing interval and select annual. Review any proration Stripe calculates, then confirm the change. Stripe handles the billing update entirely on its side.

9. Stripe returns you to the Subscription screen

   After confirming, Stripe redirects your browser back to the Subscription screen in your CMS. Separately, Stripe sends a subscription-updated notification to the CMS, which processes it in the background to update your organisation's plan and billing details.

What happens next

Your CMS record is not updated by the action you just took. Instead, Stripe sends a subscription-updated notification to the CMS in the background, and the CMS processes it to update your organisation's plan and billing details. This means there may be a short delay between confirming in the Stripe portal and seeing the change reflected on the Subscription screen.

Good to know

The Manage payment details button only appears when your organisation already has a billing history with Stripe. New organisations that have not yet subscribed will see plan selection buttons instead. If you do not see the Manage payment details button and believe you should, check that your account holds a finance role on the organisation and that a previous billing relationship exists.