Billing & Subscriptions in CPA Buddy
Billing & Subscriptions covers your firm’s CPA Buddy plan, payment method, seat allocation, and subscription status. Firm invoices and timesheet administration are managed separately under Administration > Billing & Timesheets.
Managing Your Subscription
Owners and admins can manage the subscription from the profile menu:
- Click your profile avatar in the top navigation bar
- Under the Admin section, click Billing & Usage
- Or go directly to
/settings?tab=subscription
Only Owner and Admin roles can view and manage billing.
Subscription Overview
The subscription tab shows your current plan status:
| Status | What it means |
|---|---|
| Trialing | Full access during trial; an upgrade banner may appear with days remaining |
| Active | Paid subscription in good standing |
| Past Due | Payment failed; update your payment method to avoid interruption |
| Cancelled | Subscription ended; resubscribe to restore full access |
You’ll see your plan name, billing cycle, next billing date, and seat usage summary.
Managing Your Plan
Upgrading or changing plans
- Click Manage Plan or Upgrade Plan (wording depends on your current status)
- Review available packages in the plan selector
- Choose monthly or annual billing where offered
- Complete checkout through Stripe
Additional seats
Your plan includes a base number of seats. To add more:
- Open the seat allocation section
- Increase Additional Seats (up to the plan limit)
- Save — billing adjusts on your next cycle
Seat usage reflects active staff members. Deactivating a member frees a seat for reuse.
Promo codes
If your firm has a promo code, expand the promo section, enter the code, and apply it before checkout.
Payment Method
Click Manage Payment Method to open the Stripe Customer Portal. There you can:
- Update credit card details
- View invoices and payment history
- Manage subscription details
After returning from Stripe, the billing page refreshes automatically.
Firm Invoices & Timesheets
Administration > Billing & Timesheets in the sidebar opens the firm billing workspace with two tabs:
- Invoices — generate, track, and record payments on client invoices
- Timesheets — review and approve submitted staff timesheets
See Using Timesheets for staff timesheet entry.
Common Questions
The Invite Staff button is greyed out — is that a billing issue? Yes. All included and additional seats are in use. Add seats on the subscription tab or deactivate an inactive member.
I completed checkout but my status hasn’t updated. Wait a few seconds and refresh. Stripe confirms the payment before your status changes in CPA Buddy, so there is often a short delay after checkout completes. Contact support if the status is still wrong after several minutes.
Who can see billing information? Only owners and admins.
Where is Firm Settings?
Open the profile menu and click Firm Settings under Admin, or go to /settings.
Need help with billing? Contact support.
Still need help?
If this guide didn't answer your question, our team will help you directly.
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