Business administration
Review plans and manage billing
Understand the current account plan and use the supported billing portal.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/account?tab=plans
1. Open Plans
Open Account, then Plans/Plans and billing.
Expected result: Free and Pro plan presentation appears.
Confirm it worked: Check current plan and account identity.
2. Review plan differences
Read allowances and gated capabilities on Free plan and Pro plan.
Expected result: The upgrade and management controls match your entitlement.
Confirm it worked: Do not infer feature access from a cached card alone.
3. Choose a billing action
Use Upgrade monthly or Upgrade annually only when you intend to purchase. Existing subscribers use Manage in Stripe or Retry payment in Stripe.
Expected result: Eva redirects to the supported Stripe checkout or portal.
Confirm it worked: Review price, cadence and payment details in Stripe before confirmation.
4. Verify the return state
After completing or cancelling the external flow, return to Eva and check the processing/cancelled state and plan.
Expected result: Billing state updates through the authoritative subscription flow.
Confirm it worked: Check actual entitlements; a redirect alone does not prove a purchase completed.
Troubleshooting and alternatives
The walkthrough does not make a live purchase. Local demos use deterministic billing presentation; live checkout acceptance is a separate test.
If payment is processing, wait for reconciliation and use the displayed recovery route rather than buying again.