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Overview

Billing in Petra is managed through Stripe. Each month you receive an invoice, and you can view invoices, manage payment methods, and update your billing information through the Stripe Billing Portal.

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Accessing Billing Settings

Go to Settings → Usage in the Petra dashboard. The billing section at the top of the page shows:
  • Your current billing email — the email address associated with your Stripe account
  • A Billing Portal button — visible to Admins and Billing-role users
  • A Download button — for the itemized billing report

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Who Can Access Billing

ActionAdminFull MemberBillingExternal Guest
View billing email✓✓✓—
Update billing email✓———
Open Billing Portal✓—✓—
Download usage report✓✓✓—
To assign the Billing role to a team member, see Member Roles and Permissions.

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Opening the Billing Portal

The Billing Portal is powered by Stripe. From it you can:
  • View and download past invoices
  • Add or update payment methods
  • Review subscription details
To open it, click the Billing Portal button in Settings → Usage. The portal opens in a new browser tab.

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How Billing Portal Login Works

There are two flows depending on your account: Direct access (no login required): Users with the Billing role, and certain accounts whitelisted by Petra, are taken directly into the portal without needing to log in. Magic link login: All other users (including Admins not on the whitelist) are taken to the Stripe login page with the billing email pre-filled. Enter the email and Stripe sends a one-time login link to that address.

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Resolving Login Issues

If you cannot log in to the billing portal:
  1. Use the billing email on file. The portal login only works with the exact email shown in Settings → Usage next to “Billing email.” Using any other email address will not work.
  2. Check your spam folder. Stripe sends a one-time login link to your billing email. If you don’t see it within a few minutes, check spam or junk folders.
  3. Update the billing email. If the address on file is no longer accessible, have an Admin change it in Settings → Usage (see below), then try logging in again.

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Updating the Billing Email

Only Admins can update the billing email. To change it:
  1. Go to Settings → Usage.
  2. Click the edit icon next to the billing email.
  3. Enter the new email address and click Save.
The billing email is the address Stripe uses for invoice delivery and billing portal login.

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Downloading the Itemized Billing Report

Admins, Full Members, and Billing users can download a per-tenant breakdown of billable users and costs for any given month:
  1. Go to Settings → Usage.
  2. Select the month using the month picker.
  3. Click the Download button near the top of the page.
  4. An Excel file is saved to your computer. Each tenant has its own tab showing billable users and prorated cost.
Itemized billing data is available from January 2026 onward.

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Invoices and Payment Terms

  • Invoices are issued monthly at the end of each billing period.
  • Payment terms are Net 30.
  • All invoices and payment history are available in the Billing Portal.