# Manage Your Subscription and Billing

> Review your OptionData plan, open the Stripe customer portal, update billing details, view invoices, and understand cancellation timing.

OptionData uses the Stripe customer portal for subscription and billing management.

## Open billing management

1. Sign in and open [Billing](/billing).
2. Review the plan name, standard amount, billing interval, and current status.
3. Select **Manage Subscription**.
4. OptionData opens a secure session at `https://billing.stripe.com/`.

Never enter payment information on a different domain.

![Annotated OptionData Billing page showing the trial reminder, Manage Subscription button, and trial end date](/docs/manage-subscription/billing-page-annotated.png)

*Use the Billing page to confirm the subscription state and trial date before opening Stripe.*

## Add or update a payment method

Trial users without a usable payment method see an **Add payment method** reminder in the dashboard. Follow the annotated guide: [Add a Payment Method During Your Free Trial](/docs/add-payment-method).

To update a saved method later, open **Manage Subscription** and choose the payment-method action in Stripe.

## View invoices and billing history

Use the Stripe portal to review the invoice history available for your account. Download invoice or receipt records from Stripe rather than copying sensitive payment details into OptionData support messages.

## Cancel a subscription

Choose the cancellation action in Stripe and review the effective date before confirming. The portal confirmation is the authoritative description of whether access ends immediately or at the end of the billing period.

After returning to OptionData, refresh [Billing](/billing) if the new status is not visible yet.

## Promotional pricing

The Billing page shows the standard Pro Plan amount. Eligible trial users can receive **50% off the first year with a promotion code from Sales**; the authenticated trial banner presents the conversion steps. Contact Sales for the code, enter it on [Billing](/billing) before the trial ends, and confirm that Stripe reports the discount.

## Billing support safety

When contacting support, include your account email and a description of the issue. Never send a complete card number, bank account, CVC, or full API key.
