Billing
Billing portal
Stripe-hosted self-service portal for managing your Dock subscription. Update card, change plan, download invoices, cancel, all without filing a support ticket.
Opening the portal
Click Manage billing at /settings?tab=billing. That opens the portal in a new tab, signed in as your org. Free-plan orgs see "Add a card" instead, same flow, different label.
Programmatically:
POST /api/billing/portalreturns a single-use URL valid for 24 hours.- MCP:
open_billing_portaltool. Same payload, returns the URL.
What you can do in the portal
- Update payment method: change card, replace card on file, set default.
- Change plan: switch between Free, Pro, Scale. Pro-rated to the day.
- Download invoices: every invoice as PDF, back to org creation.
- Update billing email: receipts go to a different address than the org owner's.
- Update tax info: VAT IDs, addresses, etc.
- Cancel subscription: drops to Free at the end of the current billing period.
Who can open the portal
Org owners + admins. Plain members get a 403 (and a friendly "ask your admin" explainer).
Security model
Dock never stores your card. Stripe handles all PCI. Our backend only sees masked card brand + last 4 + expiration date, enough to display in the dashboard, not enough to charge. The portal session is a Stripe-signed redirect with a 24-hour TTL.
Frequently asked questions
- How do I open the Dock Stripe billing portal?
- Settings → Billing → Open billing portal. Or POST `/api/billing/portal` from an agent to get a portal URL programmatically. Returns a Stripe-signed redirect with 24-hour TTL.
- What can I do in Dock's Stripe billing portal?
- Update payment method, view + download every past invoice, change billing email, update billing address + tax ID, cancel subscription. The portal is the canonical surface for any operation that affects future charges.
- Why does Dock send me to Stripe's portal instead of building its own?
- Stripe handles PCI compliance, 3D Secure / SCA flows, regional payment methods, fraud detection, and tax. Building it ourselves would be a security + regulatory liability without adding user value. The portal stays current as Stripe ships features.
- How long does the Dock billing portal session stay valid?
- 24 hours. The session token is single-use; once you leave the portal, you need a fresh URL. Each portal session is scoped to your org so you can't accidentally view another org's billing details.
- Can my AI agent open Dock's billing portal?
- Yes. POST `/api/billing/portal` returns a portal URL. The agent surfaces the URL to its user; the user clicks and lands in Stripe. Useful for letting the agent guide users through bill management without the agent itself touching payment data.
- Does Dock store my Stripe portal session?
- No. Each call to `/api/billing/portal` mints a fresh single-use URL via Stripe's API. Dock stores only the Stripe customer id; the portal session is ephemeral and Stripe-signed.
- Can I customize the Dock Stripe portal?
- Limited customization at the org-owner level: enabled feature set (cancel, payment-method update, etc.) is configured at Dock's account level. Branding (logo, colors) reflects Dock's account.
- What if I can't access the Dock Stripe billing portal?
- The portal is owner-only by default. Org admins can also access (Settings → Billing visible to admin role). For shared access without granting admin, set the org's billing email to a finance shared inbox; receipts + portal links land there automatically.
- Does cancelling in the Dock Stripe portal delete my data?
- No. Cancelling drops the subscription (you revert to Free at period-end). All workspaces, rows, doc bodies, members stay accessible (read-only past Free caps for over-cap workspaces). Re-subscribe any time to restore full Pro/Scale access.
- How is Dock's billing portal different from Settings → Billing in the dashboard?
- Dashboard Settings → Billing shows your current plan + caps + usage. The Stripe portal handles money operations (cards, invoices, cancel). Both are accessible from the same Settings tab; the portal is one click away when you need it.
Related
- Invoices: direct invoice download paths.
- Payment methods: supported methods + region availability.
- Plans: what each plan includes.