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Manage Billing

What this does​

This guide explains how to manage billing in Franmantra CRM.

The Billing page lets you manage payment cards, add money to the wallet, control auto-renew or auto-pay, and review transaction history. Agencies can also review the current plan, see a scheduled plan change, and manage the agency subscription.

Steps​

  • Make sure you can open the Settings page from the header.
  • Keep the card number, expiration date, and CVC ready when you want to add a card.
  • Use an agency account when you need to review, resume, or cancel the agency plan subscription.
  • Connect the agency Stripe account from Settings > All Services before adding cards. If Stripe is not connected at the agency level, cards cannot be added for the agency or its Sub-accounts.

Connect Stripe Before Adding Cards​

The agency must connect a Stripe account before anyone can add payment cards. This setup happens in All Services at the agency level. After Stripe is connected, both the agency and its Sub-accounts can add and manage cards from Billing.

  1. Open Settings.
  2. Go to All Services.
  3. Connect the agency Stripe account.
  4. Return to Billing.
  5. Add the payment card from the card section.
All Services page showing the Stripe connection setupAll Services page showing the Stripe connection setup

Open Billing​

  1. Click the settings icon in the header.
  2. The Business Settings page opens by default.
  3. In the left sidebar, click Billing.
  4. The Billing page opens with the available billing sections for your account.
Billing page showing wallet, cards, plan, and transaction history sectionsBilling page showing wallet, cards, plan, and transaction history sections

Add the First Card​

If no payment method has been added yet, the Billing page shows an Add Payment Method button.

  1. Click Add Payment Method.
  2. Enter the card number.
  3. Enter the card expiration date.
  4. Enter the card CVC number.
  5. Click Add Card to save the card.

After the card is added, it appears in the card section. If it is the first card, it becomes the primary card by default.

Billing page with the Add Card buttonBilling page with the Add Card button

Manage Multiple Cards​

You can keep more than one card in the card section.

  1. Open the card section on the Billing page.
  2. Click New Card when you want to add another card.
  3. Fill in the card number, expiration date, and CVC number.
  4. Click Submit to add the new card.
  5. Change the primary card when you want billing to use a different saved card.
Card management page showing saved payment cards and add card controlsCard management page showing saved payment cards and add card controls

The first card is usually selected as the primary card, but you can change the primary card later when more cards are available.

Card Error Messages​

When a card is rejected, Billing shows a specific reason instead of a generic failure.

MessageWhat to do
Your card was declined. Please use a different card or contact your bank.Try another card or ask the card issuer why the charge was declined.
Your card number is invalid. Please check it and try again.Re-enter the card number.
Your card security code is incorrect. Please check it and try again.Re-enter the CVC.
Your card has expired. Please use a different card.Use a card with a future expiry date.
Your card has insufficient funds. Please use a different card.Use another card or add funds.
Your bank requires card verification. Please complete verification or use a different card.Complete the bank verification step or use another card.

A rejected card is not saved, and the action that needed the card is not completed.

Manage Wallet Balance​

The wallet section shows the amount currently added to the wallet. You can add more money from this section when needed.

  1. Open the wallet section on the Billing page.
  2. Click the option to add money.
  3. Enter the amount you want to add.
  4. Submit the form to update the wallet balance.

Control Auto-Renew or Auto-Pay​

The Billing page includes a switch for auto-renew or auto-pay. Use this switch when you want billing to renew automatically, or turn it off when you do not want automatic renewal.

  1. Find the auto-renew or auto-pay switch on the Billing page.
  2. Turn the switch on to enable automatic renewal.
  3. Turn the switch off to disable automatic renewal.

Review the Agency Plan Subscription​

Agency accounts can see the plan subscription section. It shows the plan name, subscription status, price, billing interval, renewal or trial end date, and any plan change scheduled by a Super Admin.

  1. Open Billing.
  2. Review the plan name and status badge: Trial, Current Plan, Cancelled, or Resubscribe.
  3. Check the renewal date, trial end date, or cancellation date shown under the plan.
  4. If a scheduled change notice appears, read it. It shows when the new plan takes effect, including the date, time, and timezone.
  5. If the subscription is cancelled and the page shows Resume Subscription, select it and confirm.
  6. If the subscription is missing from the payment provider and the page shows Subscribe or Resubscribe, complete that flow.
  7. To cancel the agency subscription, open the three-dot actions menu and select Cancel Subscription.
  8. Review the confirmation and confirm the cancellation. The warning states that no one will be able to log in from the agency.

The agency cannot choose a new platform plan from this card. Platform plan changes are made by the Super Admin in Agencies > Actions > Change Plan. The Super Admin can apply the change from the next billing cycle or the current billing cycle.

When a Super Admin schedules a change, the current plan stays active until the displayed effective date. The card shows Your current plan remains active until… and then names the plan that takes effect.

Sub-accounts do not manage the agency plan subscription from their Billing page.

Plan subscription section showing the current plan and subscription actionsPlan subscription section showing the current plan and subscription actions

Verification needed: This screenshot shows the Resubscribe state. Add a current screenshot of a normal Current Plan card with its actions menu and a scheduled plan notice.

Review Transaction History​

The transaction history table shows previous billing activity for the account. Use this table when you need to review wallet additions, billing changes, or other billing records shown in the system.

  1. Open the transaction history table on the Billing page.
  2. Review the listed records.
  3. Use the available table controls if you need to search, filter, or move through multiple pages.
Transaction history table showing previous billing activityTransaction history table showing previous billing activity

What happens next​

Your saved cards, wallet balance, auto-renew setting, and transaction history remain available from the Billing page. Agencies can return to the same page later to review the plan, see a scheduled change, or manage the subscription status.

Notes​

  • Agencies and Sub-accounts can both manage cards, wallet balance, auto-renew or auto-pay, and transaction history.
  • Only agencies see the plan subscription section. Agencies can review the plan, resume or cancel the agency subscription, and see a plan change scheduled by the Super Admin.
  • Platform plan changes are made by the Super Admin in Agencies > Actions > Change Plan.
  • Stripe must be connected in agency All Services before cards can be added for the agency or any Sub-account.
  • The first saved card is usually the primary card until you select a different primary card.
  • A scheduled plan notice means a Super Admin scheduled a future plan change. The current plan remains active until the displayed effective date.
  • Cancelling the agency subscription affects agency login. Read the confirmation before continuing.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.
  • If the plan card shows a scheduled change notice, the current plan is still active. Wait for the displayed effective date, or ask the Super Admin to review the scheduled change.
  • If an agency needs a different platform plan, the Super Admin must schedule it from Agencies > Actions > Change Plan.
  • If a card is rejected, read the specific message in the card section and correct the card detail or use another card.