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Billing & AI credits

The Billing page (/settings/billing) shows your current plan, AI credit balance, usage against plan limits, and invoice history. Only users with the admin role see it.

Sertiq billing is Stripe-backed. Plan changes, credit top-ups, and payment method updates all open a Stripe Checkout or Customer Portal session — Sertiq never touches your card details.

What you can do here

Section titled “What you can do here”
  • See your current plan (Free / Starter / Pro / Enterprise) and renewal date.
  • See AI credit balance — included monthly credits plus any unused topups.
  • See live usage vs limits — NCRs raised this month, suppliers, members, calibration tools, RMAs.
  • Upgrade or downgrade between paid tiers.
  • Buy a credit top-up pack (100 / 500 / 1,500).
  • Manage payment method, billing email, and tax ID via the Stripe Customer Portal.
  • Download past invoices as PDF.

Plans at a glance

Section titled “Plans at a glance”
PlanPrice / moNCR / moSuppliersUsersAI credits / moHeadline feature
Free£010510Try the workflow
Starter£2910025350.docx export, AI Pareto
Pro£6950010010200AI Root Cause + Supplier Risk, RMA, CSV export, interactive SCAR
Enterprise£299UnlimitedUnlimitedUnlimited1,000SCAR PDF, multi-site, 8D module

Full feature matrix: Plans & pricing.

Upgrading or downgrading

Section titled “Upgrading or downgrading”
  1. Open /settings/billing (must be admin).
  2. Click Change plan on the target tier.
  3. Stripe Checkout opens — confirm payment method and tax info.
  4. On success you return to Sertiq. The new plan and any extra included AI credits are active immediately.

Downgrades take effect at the end of the current billing period; you keep the higher tier’s features until then. If you downgrade past your current usage (e.g. Pro → Starter with 40 suppliers on file), Sertiq won’t delete records, but creating new ones is blocked until you trim back or upgrade again.

AI credit top-ups

Section titled “AI credit top-ups”

Top-ups are one-off purchases (not subscriptions) and never expire for paid plans. They sit on top of your monthly included credits — included credits burn first.

PackCreditsPricePer creditBonus
Small100£5£0.050—
Medium500£20£0.035+15%
Large1,500£50£0.022+50%

Each AI feature has its own cost. See AI assist for the per-feature credit table.

Plan limits

Section titled “Plan limits”

Limits are enforced by Postgres RPCs at the moment of write. Examples:

  • enforce_ncr_quota runs on every publish_ncr call. If you’ve hit your monthly cap, the RPC raises errcode = 'P0001' and the form shows You've reached your monthly NCR limit. Upgrade to continue.
  • enforce_member_max runs on every invite + accept. The form shows Upgrade to add more instead of Send invite when you’re at cap.

Drafts (NCR / CAPA) do not count against quotas — see Drafts & autosave.

Invoices

Section titled “Invoices”

Sertiq stores Stripe-issued invoice records in billing_invoices. The page lists the last 24 months; everything older is still available in the Stripe Customer Portal. Click Download PDF to get the audit-friendly invoice — already includes your company name, VAT number, and billing address from the Stripe portal.

Audit log

Section titled “Audit log”

Plan changes, credit top-ups, and payment-method updates are all written to the audit_log table with action = 'plan_changed' | 'credits_topped_up' | 'payment_method_updated' and the acting admin’s user_id. Auditors get a full trail of who paid for what, when.

Troubleshooting

Section titled “Troubleshooting”

“Change plan” button is disabled. You are not an admin. Ask an admin in your organisation, or see Workspace access.

Credits were spent but the report didn’t generate. AI calls are idempotent on success only. If Claude returns an error or you cancel mid-stream, credits are refunded by the refund_ai_credits trigger and a row appears in ai_credit_ledger with reason error_refund. Refunds typically land within 60 seconds.

Stripe Checkout says “Payment failed”. Most often a 3DS challenge timeout. Retry, or switch payment method via Manage payment method. If the card is declined repeatedly, your bank is the next stop — Sertiq doesn’t see decline reasons beyond the generic Stripe code.

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