Your billing, invoices, and subscription plan all live in one place. This guide shows you where to find them in SalesMind AI and what you can do from there.
Prerequisites
- An active SalesMind AI account
- Admin access to manage billing on the account
Where to Find Your Billing Settings
You can reach your billing settings in three short steps.
- Open SalesMind AI and look at the left side panel.
- Click your profile at the bottom of the panel.
- Click Billing.
The Billing page opens. You see our plans at the top.
The Two Buttons Below the Plans
Scroll down past the plans. You see two buttons:
- Meet Sales Team
- Manage Billing
Meet Sales Team
Click this if you want help picking the right plan. It books a meeting with one of our experts. They can walk you through your options and answer any questions about pricing.
Manage Billing
Click this to open your Stripe billing page. From there, you can view and change every detail of your subscription.
💡 Tip: Not sure which plan fits your team? Click Meet Sales Team first.
What You Can Do on Your Stripe Billing Page
Once you click Manage Billing, your Stripe billing page opens. Here is everything you can do from there.
See Your Current Plan
Your active plan is at the top of the page. You also see:
- The next billing date
- The estimated next payment
This is the fastest way to know what's coming and when.
Update Your Payment Method
You see the credit card linked to your account. You can:
- Add a new payment method
- Switch which card is the default
- Remove an old card
Update Your Billing Information
Your billing details show on this page too - company name, address, tax ID, and so on. You can edit any field by hand.
Download Past Invoices
Your full invoice history is on the same page. Click any invoice to open or download the PDF.
Update or Cancel Your Subscription
You can change your plan or cancel it from this page. Stripe walks you through the next steps before you confirm.
⚠️ Warning: If you cancel, your plan stays active until the next billing date. After that date, you lose access to SalesMind AI.
Common Pitfalls
- Looking inside agent settings. Billing lives in your profile menu, not under an agent.
- Cancelling without checking the date. Always check the next billing date before you confirm a cancellation.
Key Takeaways
- Open your profile at the bottom of the left side panel, then click Billing.
- Click Manage Billing to open your Stripe page.
- From Stripe, you can view your plan, update your card, edit billing info, download invoices, and cancel.
- Click Meet Sales Team if you want help picking the right plan.