Subscription & Billing

Overview

The Subscription & Billing section allows administrators to manage the organization's subscription plan, billing information, and invoices. Here you can subscribe to a plan, modify your current plan, update payment methods, view usage consumption, enter fiscal/billing details, and download invoices.

How to Access

• Navigate to Settings > Company
• Click the Subscription tab (labeled "Billing")
• Requires the Channels Admin role
• The left sidebar has three sections: Subscription, Billing Information, and Invoices

Interface Overview

The Billing tab has a sidebar with three navigation items:

• Subscription: Plan selection and current plan details
• Billing Information: Fiscal and contact information for invoicing
• Invoices: List of past invoices with download links

Subscription Section

If no active subscription:

• A pricing table showing available plans
• Billing interval selector (e.g., monthly, quarterly, annual)
• Currency selector (MXN or USD)
• Plan cards with user quantity input and pricing details

If active subscription:

• Current plan summary: plan name, user count, price, currency, billing interval
• Subscription term (end date)
• Next invoice amount and date (or "Cancelled" badge if subscription was cancelled)
• Usage consumption panel showing progress bars for various limits
• Action buttons: Update Payment, Modify Plan, Cancel Subscription

Features & Actions

Subscribe to a Plan

What it does: Initiates a new subscription by redirecting to the payment processor (Stripe).

Steps:

1. Go to Subscription section
2. Select a billing interval (monthly, quarterly, annual, etc.)
3. Optionally change the currency (MXN or USD)
4. Enter the number of users (minimum 3)
5. Each plan card shows:
   • Plan name
   • Number of AI agents included
   • Number of AI responses included
   • Number of channels (WhatsApp/Instagram/FB) included
   • Total price
6. Click Subscribe on the desired plan
7. You are redirected to the Stripe checkout page to complete payment

Important notes:

• Minimum user count is 3
• Pricing uses tiered calculation (volume-based pricing)
• Some plans offer a 7-day trial option at a reduced price
• After successful payment, you are redirected back to Aurora with an active subscription

View Current Subscription

What it does: Displays your active subscription details and resource usage.

The subscription summary shows:

• Plan: Number of users and plan tier
• Price: Amount, currency, and billing interval
• Term: Subscription end date
• Next Invoice: Amount and date of the next billing cycle
• Usage: Progress bars for each resource limit (e.g., conversations, storage in MB)

Modify Plan

What it does: Allows you to change your plan tier or user count.

Steps:

1. Click Modify Plan
2. The pricing table reappears with your current currency and user count pre-filled
3. Adjust the user count or select a different plan
4. Click Subscribe on the desired plan
5. You are redirected to Stripe to confirm the change
6. Click Cancel to go back without changes

Update Payment Method

What it does: Opens the Stripe portal to update your credit card or payment method.

Steps:

1. Click Update Payment
2. You are redirected to the Stripe customer portal
3. Update your payment method
4. Return to Aurora after completion

Cancel Subscription

What it does: Initiates subscription cancellation through the Stripe portal.

Steps:

1. Click Cancel Subscription
2. You are redirected to the Stripe customer portal
3. Confirm the cancellation
4. After cancellation, the subscription remains active until the end of the current billing period
5. The "Next Invoice" section is replaced with a "Cancelled Subscription" badge

Edit Billing Information

What it does: Updates the fiscal and contact information used for invoice generation.

Steps:

1. Go to the Billing Information section
2. Click Edit
3. Fill in the required fields:
   • Country: Select from the country dropdown
   • Company Name (legal name)
   • Fiscal ID (tax identification number)
   • Address fields (vary by country; Mexican accounts show Regimen Fiscal instead of full address)
   • Zip Code
   • Phone
   • Email
4. Click Submit to save

Important notes:

• Required fields vary by country: Mexican accounts require Regimen Fiscal and Zip Code; other countries require full address (Address 1, City, State, Zip)
• If no billing information exists yet, the edit form opens automatically
• All fields marked with red are required

View Invoices

What it does: Displays a history of all invoices with download links.

Steps:

1. Go to the Invoices section
2. View the table listing all invoices with:
   • Date: When the invoice was created
   • Amount: Invoice total
   • CFDI: Links to download XML and PDF files (for Mexican fiscal documents)
3. Click XML or PDF links to download the invoice documents

Fields Reference

Billing Information

Field	Description	Required	Notes
Country	Country for fiscal purposes	Yes	Affects which fields are shown
Company Name	Legal business name	Yes	Used on invoices
Fiscal ID	Tax identification number (RFC for Mexico)	Yes	Used for fiscal invoicing
Regimen Fiscal	Mexican tax regime	Yes (Mexico only)	Dropdown with SAT regime codes
Address 1	Street address	Yes (non-Mexico)	Primary address line
Address 2	Additional address	No	Secondary address line
City	City name	Yes (non-Mexico)	-
State	State/Province	Yes (non-Mexico)	-
Zip Code	Postal code	Yes	Required for all countries
Phone	Contact phone number	Yes	Used for billing communications
Email	Billing email address	Yes	Receives invoice notifications

Invoices

Field	Description	Required	Notes
Date	Invoice creation date	-	Read-only
Amount	Invoice total	-	Shown in local currency
CFDI XML	Mexican fiscal XML document	-	Download link (if available)
CFDI PDF	Mexican fiscal PDF document	-	Download link (if available)

FAQ

Q: What payment methods are accepted? A: Payment is processed through Stripe, which accepts major credit cards and other payment methods depending on your region.

Q: What happens when my subscription expires? A: Features like Company Profile, Custom Properties, Business Hours, Auto-Reply, and Tools become inaccessible. User management and Channels remain accessible. The system redirects you to the Subscription tab to renew.

Q: Can I switch between MXN and USD? A: You can select your preferred currency when subscribing. To change currency on an existing subscription, you may need to modify your plan.

Q: What is CFDI? A: CFDI (Comprobante Fiscal Digital por Internet) is the Mexican electronic invoicing standard. If your billing country is Mexico, invoices are generated as CFDI documents with XML and PDF downloads.

Related Features

• Company Information
• User Management