Managing your subscription

Manage everything about your subscription from Settings → Billing in the app.

Plans

Business — £9.99 / month or £99 / year for sole traders and small businesses. Unlimited receipts, expenses, mileage, reports and one accountant seat.
Accountant — Starter — up to 20 clients.
Accountant — Practice — up to 50 clients.
Accountant — Unlimited — no seat cap, priority support.

Free trial

All plans include a free trial. Your trial status, current period end and next renewal date are shown at the top of the billing page.

Upgrading or downgrading

Open Settings → Billing and tap the plan you want.
Confirm the change on the confirmation dialog — it shows the prorated amount and the effective date.
Upgrades take effect immediately with a prorated charge. Downgrades take effect at the end of your current billing period so you keep what you've already paid for.

You'll see a success toast when Stripe confirms the change, and an error toast with a retry action if anything fails.

Updating card details or cancelling

Tap Manage billing to open the secure Stripe billing portal in a new tab. From there you can:

Update your payment method.
Download past invoices.
Cancel your subscription — cancellation takes effect at the end of the current period; you keep access until then.

The expired billing session card

Sometimes Stripe can't complete an action against your subscription and the billing page shows an Your billing session has expired card at the top. It replaces the plan picker until you resolve it, so you can't accidentally start a second subscription.

What causes it

Checkout timed out — you opened checkout but didn't finish entering card details within Stripe's window.
Unpaid subscription — Stripe attempted the charge three times and stopped retrying. Your card was declined or expired.
Subscription cancelled — the subscription reached the end of its period after cancellation.
Customer record removed — rare, but happens if the underlying Stripe customer session was deleted.

What to do — two paths

The card gives you two buttons plus a Dismiss option. Pick the one that matches what you're trying to do.

Restart checkout — use this when you want to start or resume a subscription. It reopens Stripe Checkout preloaded with the exact plan and billing interval (monthly or yearly) you had previously, so you don't have to re-pick from the plan grid. You'll enter fresh card details and confirm; once payment goes through, the expired card disappears automatically and your access is restored.
Reopen billing portal — use this when your subscription is still there but you need to update the card on file, download an invoice, or cancel. It opens the secure Stripe billing portal in a new tab against your existing customer record. If your session has expired to the point where no customer record is reachable, this button will tell you — in that case, use Restart checkout instead.

Dismissing the card

Tapping Dismiss hides the card for the current visit only. It reappears the next time you open the billing page unless Stripe reports your subscription as active or trialing again, at which point it clears automatically.

Popup blockers

Both buttons try to open a new tab. If your browser blocks the popup, LedgeIt falls back to redirecting the current tab — you won't lose the flow, but you may need to allow popups for a smoother experience next time.

Still stuck?

If Restart checkout also fails (for example, your card issuer keeps declining), contact support with the error message shown in the toast. We can look up the Stripe event and tell you exactly what happened.

Refunds

Contact support within 14 days of a charge for a refund of the most recent payment.

Frequently asked questions

What does the expired billing session card mean?

It means Stripe can't complete an action against your subscription — for example, checkout timed out, a charge was declined, the subscription expired, or the customer session was removed. The card appears in Settings → Billing and replaces the plan picker until you resolve it.

Check these first, in order:

Refresh the billing page once — a stale tab is the most common cause and a reload clears it.
Look at the small status line under the card. If it says past_due or incomplete, the issue is your last payment — go to Reopen billing portal and update the card. If it says canceled or no subscription, go to Restart checkout.
Check the toast that appeared before the card. If it mentions a card decline, your bank is the fastest fix — approve the pending charge or use a different card.

When should I use Restart checkout?

Use Restart checkout when you want to start or resume a paid subscription. It reopens Stripe Checkout with the plan and interval you originally selected, so you can enter fresh card details and confirm.

Before you tap Restart checkout, check:

You actually need a new subscription — if your status is active or trialing, use the portal instead (Restart checkout would create a second subscription and charge you twice).
Popups are allowed for LedgeIt in your browser. Stripe Checkout opens in a new tab; if it's blocked, LedgeIt falls back to redirecting the current tab.
You have a valid payment method ready. Checkout expires after a few minutes of inactivity and you'll see the expired card again.

When should I use Reopen billing portal?

Use Reopen billing portal when your subscription is still active but you need to update the card on file, download an invoice, or cancel. It opens the Stripe customer portal in a new tab. If the portal can't find your customer record, it will prompt you to use Restart checkout instead.

Before you tap Reopen billing portal, check:

You're signed in as the account holder — the portal only shows the subscription attached to the current user, not a teammate's.
Your status is active, trialing, past_due, or canceled (with access until period end). If it's no subscription, there's nothing for the portal to load — use Restart checkout.
Popups are allowed. The portal opens in a new tab; a blocked popup falls back to a same-tab redirect and you'll come back to LedgeIt after you're done.

Account settings — update business details, VAT number, notifications and sharing preferences.
Billing portal — update your payment method, download invoices or cancel.
Free trial — how the LedgeIt trial works and what happens when it ends.