How to Update Your Card and Download Invoices

Feature Availability User Permissions Business Type Time to Complete Skill Level
Starter, Growth and Scale plans (paid subscriptions) Admin only All business types About 3 minutes Beginner

Summary

Overview: Your card and your subscription invoices are kept in Stripe's secure portal. Open it from Settings › Billing to change your card or download invoices. Overage invoices are also listed under the Usage history chip.

Prerequisites:

  • You are the workspace Admin.
  • Your workspace has a paid subscription. The Manage subscription card doesn't show during the free trial.

Step-by-Step Instructions

Step 1: Open Stripe's portal

  1. In the sidebar, click Settings, then Billing.
  2. With the Plan & usage chip selected at the top of the page, find Manage subscription.
  3. Click Payment method & invoices. Stripe's secure portal opens in the same tab.

Step 2: Update your card

  1. In Stripe's portal, add your new card and make it the default.
  2. Return to Pippify when you are done.

Step 3: Download invoices

  1. In Stripe's portal, open your invoice history.
  2. Download the invoice you need.
  3. For overage invoices, you can also open Settings › Billing, click the Usage history chip, and click View invoice in Overage invoices.

Step 4: Fix a failed payment

  1. If a payment fails, a banner says "Your last payment failed. Service continues while we retry; update your card to avoid interruption." The badge next to Billing shows Payment failed.
  2. As the Admin, click Update card on the banner, then click Payment method & invoices and update your card in Stripe's portal.

Verify It Worked

Success criteria:

  • Stripe's portal shows your new card as the default.
  • After a failed payment is paid, the Payment failed badge and banner go away.

Troubleshooting

Common errors

  • "Your subscription is inactive. Payment could not be collected, so Pippin has stopped sending. Update your card to continue.": Stripe's retries ran out and the workspace is now read-only. Fix: click Fix payment on the banner and update your card.
  • "No billing profile yet; subscribe first": the workspace has no paid subscription yet. Fix: subscribe first. See How to Subscribe or Change Your Plan.

Limitations & considerations

  • Stripe's portal is for your card and invoice history only. Change your plan or cancel on Settings › Billing in Pippify.
  • Stripe sends payment receipts to the workspace owner's email.
  • While a payment has failed, plan changes are blocked until the open invoice is paid.

Next Steps & Related Resources

  • Next steps:
    • How to Track Usage and Overage
  • Related articles:
    • How to Subscribe or Change Your Plan
    • How to Buy Outcome Packs and Turn On Auto Top-Up
    • How to Cancel or Keep Your Subscription
    • Why a Feature Is Locked and What Read-Only Means

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026