workflow · how to

Manage billing and upgrades

Follow the manage billing and upgrades workflow in Slack.

Goal

Manage your organization plan, usage, checkout, Stripe customer portal access, and billing-admin privacy requests from Settings in Slack.

When to use this

Use this workflow when you need to:

  • Review usage against plan limits (scheduled posts, AI generations, brands, workspaces)
  • Upgrade or change billing interval
  • Open invoices, billing history, or payment methods in Stripe
  • Fix blocked features after a limit or past-due status
  • Start org data export or deletion requests as a billing admin

Billing applies at the organization level. It is shared across Slack workspaces and brands in the org, not billed per workspace or brand separately.

Before you begin

You must be the billing owner or have billing management access for the organization.

If you are responding to a blocked action in Create or another work center, note the upgrade or limit message shown before you open billing. That message tells you whether the block is a quota limit or a payment issue.

Steps

Open billing

  1. Type /social, choose Settings, then Billing & Plan under Billing/Admin.
  2. Alternatively, from App Home upgrade prompts, choose View plans or Manage billing when a limit or feature gate blocks an action.

The billing surface opens from the settings hub with your org context.

Review usage

  1. Open Usage from the billing area.
  2. Compare scheduled posts, AI generations, brands, and workspaces against your plan limits.

Use this view before you upgrade so you know which limit triggered a block.

Change plan or start checkout

  1. Choose Upgrade or select a plan row to open the upgrade modal. Your current plan is highlighted.
  2. Pick a paid plan and billing interval when checkout is available.
  3. Complete checkout from the link Slash Social sends in a DM when session creation succeeds.

Scale or custom checkout may return contact guidance instead of a Stripe checkout session. Follow that message if you do not receive a DM link.

Manage invoices and payment method

  1. Open Billing history when you need past invoices inside Slack.
  2. Open the Customer portal when you need payment method updates or Stripe-hosted invoice management.

Portal and history modals should load without Stripe configuration errors when billing is set up correctly.

Handle past due or blocked features

When billing status is past due, paid features and expensive operations stop until payment is fixed.

  1. Open the Customer portal from billing.
  2. Resolve the payment issue in Stripe.
  3. Return to Slack and retry the blocked action.

See Billing is past due for symptom-specific steps.

Org privacy requests (billing admin)

Billing admins can also run organization privacy actions from billing-related settings:

  • Request org deletion: confirm in the GDPR modal (subject to legal hold and cooldown rules)
  • Cancel org deletion: while a request is still pending
  • Export org data: start a data export job
  • Request user deletion: submit a specific Slack user ID with confirmation
  • Cancel user deletion: while a user deletion request is pending

Legal hold place and lift actions may also be available from App Home for billing admins when your org uses those controls.

Each action sends confirmation feedback and refreshes App Home when it completes.

Confirm it worked

After upgrade: Previously blocked limits clear for features on your new plan. Usage counters reflect the upgraded plan. Advanced analytics is included on Team and Scale plans; lower tiers show upgrade messaging when you open gated analytics paths.

Checkout: You receive a DM with a checkout link when session creation succeeds. Completing payment updates plan access after Stripe confirms the subscription.

Portal and history: Modals load invoice and payment data without configuration errors.

Privacy requests: Confirmation feedback appears in Slack. Pending deletion or export states show in billing or App Home until they complete or are canceled.

Troubleshooting

Upgrade denied or checkout creation fails: Read the error modal in Slack. Confirm you are the billing owner or have billing management access. Retry from Billing & Plan or View plans.

Limits still block after payment: Wait for Stripe webhook processing, then refresh App Home. If blocks persist, open Usage and compare counters to Usage limits.

Past due blocks persist: Fix payment in the Customer portal, then see Billing is past due.

GDPR action rejected: Legal hold, cooldown, or duplicate-request rules may block deletion or export. Read the modal message and cancel or wait as instructed before retrying.

No checkout DM: Scale or custom plans may return contact guidance instead of a Stripe session. Use the guidance shown in Slack.