Documentation Index
Fetch the complete documentation index at: https://grantmaster.dev/llms.txt
Use this file to discover all available pages before exploring further.
Integration Guide: Stripe Billing
Overview
GrantMaster uses Stripe for subscription management, AI credit purchases, and payment processing. Stripe handles all financial transactions — GrantMaster never stores payment card details directly.
What It Does
| Feature | Description |
|---|
| Subscription management | Monthly/annual plan billing with automatic renewal |
| AI credit purchases | One-time and recurring credit pack purchases |
| Customer portal | Self-service portal for updating payment methods and viewing invoices |
| Invoice management | Automatic invoice generation and delivery |
| Webhook events | Real-time subscription status updates to GrantMaster |
For Admins: Managing Your Subscription
Viewing Your Plan
- Go to Settings > Billing
- View your current plan, billing cycle, and next payment date
- See your AI credit balance and usage history
Changing Your Plan
- Go to Settings > Billing > Manage Plan
- You will be redirected to the Stripe Customer Portal
- Select a new plan tier
- Changes take effect at the start of the next billing cycle (for downgrades) or immediately (for upgrades)
Updating Payment Method
- Go to Settings > Billing > Payment Method
- Click Update — you are redirected to the Stripe Customer Portal
- Add a new card or update the existing one
- GrantMaster does not see or store your card details — Stripe handles this securely
Purchasing AI Credits
- Go to Settings > Billing > AI Credits
- Select a credit pack (amounts vary by subscription tier)
- Click Purchase — the charge is processed via Stripe
- Credits are added to your organization’s balance immediately
Viewing Invoices
- Go to Settings > Billing > Invoices
- View all past invoices with amounts, dates, and status
- Click any invoice to download a PDF copy
- Invoices are also emailed to the billing contact automatically
How It Works (Technical)
Subscription Lifecycle
Customer signs up → Stripe creates subscription → Webhook notifies GrantMaster
→ GrantMaster activates features for the selected tier
→ Stripe auto-charges on billing cycle → Webhook confirms payment
→ If payment fails → Grace period → Downgrade to free tier
Webhook Events
GrantMaster listens for these Stripe events:
| Event | Action in GrantMaster |
|---|
checkout.session.completed | Activate subscription, provision features |
invoice.paid | Confirm active status, record payment |
invoice.payment_failed | Send warning notification to Admin |
customer.subscription.updated | Update plan tier and feature access |
customer.subscription.deleted | Downgrade to free tier |
Credit Transactions
Credit purchases are tracked in GrantMaster’s creditTransactions collection:
- Purchase: Credits added to organization balance
- Consumption: Credits deducted per AI feature usage (chat, agents, OCR)
- Reservation: Credits held during agent execution, released if unused
Troubleshooting
Payment Failed
| Symptom | Possible Cause | Solution |
|---|
| ”Payment failed” notification | Card expired or declined | Update payment method via Settings > Billing |
| Features disabled | Subscription lapsed after failed payment | Update payment method; features restore after successful charge |
| Invoice shows “Past Due” | Payment retry pending | Stripe retries automatically; update card to resolve faster |
Subscription Not Reflecting
| Symptom | Possible Cause | Solution |
|---|
| Plan shows wrong tier | Webhook delivery delayed | Wait a few minutes; if persistent, contact support |
| Credits not appearing | Purchase webhook not processed | Refresh the page; if missing after 5 minutes, contact support |
| Features locked after upgrade | Browser cache | Hard refresh (Ctrl+Shift+R) or log out and back in |
Cannot Access Customer Portal
- Ensure you are logged in as an Admin — only Admins can access billing
- If the portal link fails, try clearing your browser cache
- The Stripe Customer Portal requires cookies to be enabled
Best Practices
- Keep payment methods current — expired cards cause service interruptions
- Set up a billing contact email that is monitored — invoice and failure notifications go there
- Monitor AI credit balance — set alerts at 20% remaining in Settings > Billing > AI Credits
- Review invoices monthly — ensure charges match your expected plan and credit usage
- Use annual billing if your budget allows — it typically offers a discount vs. monthly
Limitations
- GrantMaster does not store any payment card information — all payment data is managed by Stripe
- Refunds must be requested through GrantMaster support — they cannot be self-served via the portal
- Plan downgrades take effect at the end of the current billing cycle — no partial-month refunds
- AI credits are non-refundable once purchased; unused credits do not expire
- Currency is determined at subscription creation and cannot be changed without creating a new subscription
