Billing and access
Reports, exports, emailed reports, weekly/monthly AI insights, recommendations, and benchmark insights share the same commercial access rules. Numbers on the dashboard stay tied to your data; gating only affects those commercial surfaces.
Report numbers vs AI briefs: on-demand weekly and monthly report summaries (the key numbers) are not limited by a monthly generation count as a product rule—they still follow commercial access where applicable. AI briefs on those reports share a workspace-wide monthly limit in UTC (trial vs paid plan); repeating the same brief from cache does not consume another generation. On Plan & billing, you can see current month usage, when the UTC month resets, a short note on cached briefs, and how saved snapshots are retained automatically (that retention is housekeeping, not a quota on live summaries).
No SaaS subscription row (Model A) means you have not subscribed through Stripe for this workspace yet — it is not an error. Core dashboard and setup continue to work; commercial surfaces stay blocked until an owner completes checkout or your subscription status allows access again.
Stripe Checkout vs Customer Portal
- Checkout — started from Pricing or Plan & billing ("Start checkout" / "Re-open checkout"). You pick a catalog plan and complete payment or trial in Stripe-hosted Checkout.
- Customer Portal — opened from Plan & billing ("Manage billing in Stripe") when your workspace has a Stripe customer. Use it for payment method, invoices, and many subscription changes (including resuming after a scheduled cancel, when Stripe allows). Fixing a past due invoice is usually here, not a new Checkout.
Subscription statuses
When billing is configured, access is generally allowed for TRIAL, ACTIVE, and GRACE. Other subscription states block commercial-gated features with a clear in-app message.
- Scheduled cancel — If Stripe is set to cancel at the end of the current period, the app can still show
ACTIVE(or trial) until that date. That is different from already canceled: paid access continues until the period ends. - Past due — Invoice or payment recovery in Stripe; commercial surfaces stay blocked until billing is healthy again.
- Billing paused (GRACE in data) — In Mirevoq,
GRACEmaps to Stripe's paused subscription state (collection paused). It is not the same thing as "past due" or a scheduled cancel.
If you hit a usage limit for a feature (saved report snapshots, exports, emails, billing-period AI run counts, or the separate monthly cap for report AI briefs), the UI should say so; most limits reset with your Stripe billing period, except report AI briefs which use a UTC calendar month — use Plan & billing for usage context or contact support with request/trace IDs.
Stripe Customer Portal
For payment method updates and Stripe-hosted subscription self-service, use Manage billing in Stripe on the billing card when the app shows it. If the portal is unavailable (not enabled in Stripe or not eligible yet), use contact support.
Billing disabled environments
When Stripe billing is not configured for the deployment, commercial-gated surfaces stay fail-closed in production. This is intentional — the product does not pretend you have entitlements without a billing runtime.