How-to guide

Manage billing and upgrades

Follow the complete Slack workflow to manage billing and upgrades, including prerequisites, decisions, and recovery steps.

Goal

Manage your organization plan, usage, future paid-plan preferences, and billing-admin privacy requests from Settings in Slack. Current Early Access is free and does not provide paid checkout.

When to use this

Use this workflow when you need to:

Review usage against plan limits (scheduled posts, AI generations, brands, workspaces)
Preview paid plans and billing intervals for a later authorized commercial launch
Open invoices, billing history, or payment methods in Stripe after paid distribution is authorized
Fix blocked features after a limit or past-due status
Start organization 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 organization, 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

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

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

Review usage

Open Usage from the billing area.
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.

Review plans and checkout availability

Choose Upgrade or select a plan row to review plan previews. Your current plan is highlighted.
During Early Access, paid checkout stops with a notice that the program is free, requires no card, and cannot convert automatically.
After commercial distribution is explicitly authorized, a billing owner may pick a paid plan and billing interval and complete checkout from the link Slash Social sends in a DM.

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

Free Early Access billing boundary

Early Access is free. No card is required, and it cannot convert automatically to a paid plan. Public prices, billing intervals, trials, and add-ons are previews until PortalSix explicitly authorizes commercial distribution.

Any future authorized checkout must disclose its price, cadence, trial terms, charge timing, cancellation path, taxes, and applicable legal terms before confirmation. Cancellation, duplicate-charge correction, prepaid periods, add-ons, and refund requests follow the Billing and Refund Policy, checkout-specific disclosures, and any signed agreement.

Manage invoices and payment method

Open Billing history when you need past invoices inside Slack.
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.

Open the Customer portal from billing.
Resolve the payment issue in Stripe.
Return to Slack, reopen Billing & Plan, and refresh App Home. Retry the blocked action after Slack shows the updated billing status.

See Billing is past due for symptom-specific steps.

Organization privacy requests (billing admin)

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

Request organization deletion: confirm in the GDPR modal (subject to legal hold and cooldown rules)
Cancel organization deletion: while a request is still pending
Export organization 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 organization uses those controls.

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

Confirm it worked

During Early Access: A paid-plan action shows the free Early Access boundary and does not create a Stripe session, collect a card, or change the plan.

After a future authorized 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

Paid checkout is unavailable: During free Early Access this is expected. No card is required, and the workspace will not convert automatically. Review the Billing and Refund Policy or contact support if the message does not match your organization status.

Upgrade denied or checkout creation fails after paid distribution is authorized: 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: Use the guidance shown in Slack. An absent session is not evidence of an unlisted or custom checkout path.