Subscription: plan, users, billing
Your subscription determines how many users, properties and features you get. Managed via Settings → Subscription: Tesoro uses Stripe for billing, so payment method changes go through a secure Stripe form.
When is this relevant?
Section titled “When is this relevant?”- You are considering upgrading when your team expands
- An invoice is missing, you are looking for it
- You want to change your payment method
What you see on the page
Section titled “What you see on the page”| Component | What |
|---|---|
| Current plan | Name, number of allowed users, price/month or year |
| Number of active users | Against plan limit |
| Next invoice date | When Stripe automatically charges |
| Payment method | Masked credit card number or bank |
| Invoices | Table with date, amount, status, download link |
Upgrade or downgrade
Section titled “Upgrade or downgrade”Not directly in CRM. Contact the Tesoro team: they adjust the plan + bill pro rata.
Change payment method
Section titled “Change payment method”The Update Payment Method button opens a secure Stripe form. Enter new details → saved. The Tesoro server itself does not store credit card information (PCI-compliant via Stripe).
Download invoice
Section titled “Download invoice”In the invoice table → click the download icon next to the invoice → PDF.
Failed payment
Section titled “Failed payment”If automatic direct debit fails:
- Email notification to Admin
- Banner in CRM with Retry Payment or Update Payment Method
- After X days without resolution: account deactivation (Tesoro contacts you first)
Next step
Section titled “Next step” API Integrations API keys for external systems.