Workspace Billing
View your budget, manage payment methods, and see invoice history as a workspace user.
As a workspace user (franchisee), your Billing dashboard shows your current budget, spending, and payment history.
Your Dashboard
Navigate to Billing to see:
- Current Budget: Your monthly advertising budget set by the hub
- Amount Spent: How much of your budget has been used this cycle
- Amount Remaining: How much budget is left for the current period
- Next Invoice Date: When your next charge will occur
Payment Method
You need a payment method on file to receive invoices. Navigate to Billing > Payment Method to:
- Add a card (Visa, Mastercard, etc.) or bank account (ACH)
- Update your payment method via the Stripe billing portal
- Update billing email where invoice notifications are sent
Your hub admin may send you a setup link to add your payment method. Click the link and follow the prompts.
Viewing Your Budget
The Monthly Budget page shows:
- A visual tracker of your spend vs. budget
- Breakdown of committed spend from active playbooks
- Recent budget changes and their history
Increasing Your Budget
If you need more advertising budget, you have two options:
Increase Monthly Budget
This permanently increases your recurring monthly charge. Your subscription updates and all future invoices reflect the new amount.
Use this when you want a sustained, ongoing increase in your advertising spend.
One-Time Increase
This adds a single additional charge for the current month only. Your regular monthly amount stays the same.
Use this when you need extra budget for a specific campaign, promotion, or seasonal push.
Invoice History
Navigate to Billing > Invoices to see all your past and current invoices:
| Status | Meaning |
|---|---|
| Paid | Payment was successful |
| Open | Invoice is generated but not yet paid |
| Failed | Payment was attempted but failed (you may need to update your payment method) |
| Void | Invoice was canceled by the hub |
For each invoice, you can:
- Download the invoice PDF for your records
- View in Stripe for detailed receipt information
If Payment Fails
If a payment fails:
- Check that your payment method is current (card not expired, sufficient funds)
- Update your payment method via Billing > Payment Method
- The system will automatically retry the payment
If the issue persists, contact your hub admin for assistance.