How to view Billing

Overview

The Billing screen shows your current subscription plan and how billing is handled for your personalisation platform. Because all billing is managed by Shopify, this screen is informational only. You can view your plan details here, but any changes to your subscription must be made in your Shopify admin.

The Billing screen allows you to:

• View your current plan
• Confirm your billing status
• Understand how charges are processed
• Navigate to Shopify to manage your subscription

Opening the Billing screen

To view your billing information:

1. Open the left navigation
2. Click Settings
3. Select Billing

You will see your current plan and a link to manage billing in Shopify.

What you can see

The Billing screen displays:

• Your current subscription plan
• Your billing status
• A link to manage billing in Shopify
• Any plan‑related notes or requirements

This information is synced directly from Shopify and cannot be edited inside the personalisation platform.

How Billing works

Your personalisation platform uses Shopify’s billing system. This means:

• All charges appear on your Shopify invoice
• Shopify processes your payments
• Shopify manages your billing cycle
• Shopify handles upgrades, downgrades, and cancellations
• Your subscription is tied to your Shopify store

Your app does not store or process payment information.

How to change your plan

To upgrade, downgrade, or cancel your plan, you must do it in Shopify.

To manage your plan:

1. Open your Shopify admin
2. Go to Settings
3. Select Billing
4. Open your App Subscriptions
5. Select the personalisation app
6. Update or cancel your plan

Any changes made in Shopify will automatically update in your personalisation platform.

When to update your plan

You may want to update your plan when:

• You need access to additional features
• Your store traffic increases
• You want to reduce costs
• You are preparing for a seasonal spike
• You are testing new personalisation strategies

All updates must be done through Shopify.

Troubleshooting Billing

Your plan is not updating in the app

Possible causes:

• Shopify billing is still processing
• The page needs to be refreshed
• The subscription change is pending

Fix:
Wait a few minutes and refresh the Billing screen.

You cannot update your plan

Possible causes:

• You are not the Shopify store owner
• You do not have permission to manage billing
• Shopify billing is temporarily unavailable

Fix:
Ask the store owner or a staff member with billing permissions to update the plan.

You see unexpected charges

Possible causes:

• A plan upgrade was recently applied
• A trial period ended
• A subscription renewed

Fix:
Check your Shopify invoice for details.

Best practices

• Review your plan regularly to ensure it matches your needs
• Confirm that the correct staff members have billing permissions in Shopify
• Check your Shopify invoice for subscription details
• Update your plan before major sales periods
• Keep your Shopify billing information up to date

Final checklist

Use this checklist to confirm your billing setup is correct:

• Your current plan appears correctly in the Billing screen
• Your Shopify billing information is up to date
• You know where to manage your subscription in Shopify
• Only authorised staff have billing permissions in Shopify
• Your plan matches your store’s personalisation needs

A clear understanding of billing ensures your subscription stays active and your personalisation features continue working without interruption.