# Configure billing

## What billing settings are for

Billing settings are where you review the subscription plan, remaining
generations, monthly usage, and available subscription actions. Use this page
when you need to manage the subscription or begin an upgrade from System
Settings.

| If you need to… | Go to |
|---|---|
| Open the billing page | [Open billing settings](#open-billing-settings) |
| Review plan and usage information | [Read the billing summary and plans](#read-the-billing-summary-and-plans) |
| Open subscription management or begin an upgrade | [Manage or upgrade the subscription](#manage-or-upgrade-the-subscription) |
| Understand a checkout return | [Handle checkout return states](#handle-checkout-return-states) |
| Resolve a billing error | [When billing actions fail](#when-billing-actions-fail) |
| Review the System Settings area | [System Settings overview](doc:system-settings-overview) |

## Before you start

You must be signed in before billing information can load. The page uses the
current signed-in session to request the billing summary. The billing summary
is the plan, generation, and usage information shown on Billing.

The **Manage subscription** action appears when the billing summary includes a
billing account. Upgrade actions start a checkout request and take you away
from the Billing page.

After signing in, continue to Open billing settings.

## Open billing settings

Use this procedure to reach the Billing page.

Prerequisites

- Sign in to Atloria.

**Steps**

1. Open System Settings.
2. Select **Billing**.
3. Confirm that the Billing page appears.

![The Billing page with the summary cards, plan cards, and available subscription actions.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6d468724b8a0082002043e3bf69caba1.png)

**Result:** The Billing page is open for reviewing the billing summary and plans.

## Read the billing summary and plans

Review the current plan, remaining generations, and this month's AI requests
before choosing a subscription action. The plan cards show the available
subscription choices and the features associated with each choice.

| Area | What you can read |
|---|---|
| Current plan | The plan currently associated with the account. |
| Generations remaining | The number of remaining generations and the credit balance. |
| Usage this month | The number of AI requests and the token total for the month. |
| Free | `$0` and `5 generations`, with public documentation sites and community support. |
| Pro | `$29` per month and `50 generations / month`, with a custom subdomain and email support. |
| Business | `$79` per month and `200 generations / month`, with priority pipeline and priority support. |

The page presents these summaries and plan cards as information to review
before choosing a subscription action. It has no editable billing fields,
tabs, or grids.

When you are ready to change the subscription, continue to Manage or upgrade
the subscription.

## Manage or upgrade the subscription

Use this procedure when you need to open subscription management or begin a
plan upgrade.

Prerequisites

- Sign in to Atloria.
- For subscription management, have a billing account available to the page.
- For an upgrade, have an upgrade action available for the plan you want.

**Steps**

1. Choose one action:

   | If you need to… | Select |
   |---|---|
   | Open subscription management | **Manage subscription** |
   | Upgrade to the Pro plan | **Upgrade to Pro** |
   | Upgrade to the Business plan | **Upgrade to Business** |

2. Confirm that the billing portal or checkout page opens.

   Upgrade actions are disabled while a checkout request is in progress.

![The subscription actions beneath the current plan and beside the available plan choices.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6d468724b8a0082002043e3bf69caba1.png)

**Result:** Subscription management opens in the billing portal, or the
selected upgrade opens checkout.

If checkout returns a status message, continue to Handle checkout return states.

## Handle checkout return states

Checkout returns can show a processing, completed, or cancelled state. The
page also starts checkout automatically when it receives an eligible
`autostart` value and a signed-in session is ready.

| What happens | What appears |
|---|---|
| Checkout returns with success | `Payment received — activating your plan… This usually takes a few seconds.` appears while the page checks for the updated plan. |
| The updated plan is returned | `Your <b>{currentPlan}</b> plan is active and your credits have been added. Welcome aboard!` appears. |
| Checkout returns with cancellation | `Checkout was cancelled — no charge was made. Pick a plan whenever you&apos;re ready.` appears. |
| The activation check reaches 20 attempts | The page stops polling and leaves the processing state with a manual refresh hint. |

If a billing action fails, continue to When billing actions fail.

## When billing actions fail

Use the message on screen to identify whether the failure happened while the
summary was loading, checkout was starting, or the billing portal was opening.

| What you see | What it means | What to do |
|---|---|---|
| `Failed to load billing summary` | The billing summary request failed. | Reload the Billing page. |
| `Checkout failed` | Checkout did not return a usable checkout address. | Return to the plan cards and try the upgrade again. |
| `Could not open billing portal` | The billing portal request did not return a usable portal address. | Return to the Billing page and select **Manage subscription** again. |
| `A specific error message` | The action returned more detail about the failure. | Follow the instruction in that message. |

After resolving the failure, return to the relevant billing action and continue
with [What happens next](#what-happens-next).

## What happens next

After you select **Manage subscription**, subscription management continues in
the billing portal. After you select an upgrade action, checkout continues
outside the Billing page and can return to the page with a checkout result.

When a successful checkout has activated the plan, the page displays the
activation message and adds the credits. If activation is still processing,
the page continues checking for the updated plan before it stops polling.
