Billing

Overview

Billing opens the external subscription portal for your active team. There you manage plan tier, payment method, invoices, and optional credit packs. Inside Tendersight, AI features consume team credits shown in the header badge — billing and credits are always scoped to the team selected in the sidebar, not to you personally.

Opening billing does not change your plan inline. Tendersight prepares a secure portal session and redirects your browser to the payment provider's hosted pages.

Tip: Before upgrading or buying credits, confirm:

The correct active team is selected in the sidebar
You have billing permission (owner or administrator with billing access)
Enough credits for planned AI work (in-depth analysis, document generation, assistant at higher intelligence)
Team settings are complete if you are about to start pursuits (billing does not replace legal profile data)

Important: Each team has its own billing profile. Paying for Team A does not cover Team B. Switch teams before opening Billing.

How billing fits the product

Product area	Billing connection
Dashboard assistant intelligence levels	Credit consumption per message
AI document writer / filler	Credits + plan gates
In-depth analysis, auto-solver	Credit estimates before run
Connected services	Plan limit on integration count
Pursuit creation	Plan limits on active pursuits
Team seats	Member count vs. plan allowance

How to open billing

Path	Steps
Team sidebar	Billing
Credits badge	Click coin icon in header → upgrade or manage flows that link to billing
Upgrade prompts	Inline warnings (connected services, AI confirmations) may link here

Typically requires team owner or Administrator with permission to manage team billing.

Opening the portal — step by step

1. Select the team that owns the subscription.

2. Open Billing from the team section of the sidebar.

3. Wait on the redirect page:

- Title: Preparing portal

- Messages: "The billing portal is being prepared." and "You will be redirected shortly."

- Footer shows the current team name

4. Your browser opens the external portal automatically.

5. Manage plan, payment method, or invoices in the portal.

6. Close the portal tab or use its return link when finished.

Redirect page states

Success path

Element	Meaning
Card with credit card icon + loading indicator	Session is being created
Preparing portal	Normal wait state
Team name in footer	Confirms which team is being billed

Error path

If session creation fails:

Element	Meaning
Title	Could not open billing portal
Destructive alert	Error message with details
Retry	Attempts to create the portal session again

Common causes:

Cause	What to do
No billing profile for team	Contact support or complete first subscription setup
Network error	Retry; check connection
Insufficient permissions	Ask team owner to open billing or grant access
Wrong active team	Switch team in sidebar; reopen Billing

Credits in the app

Credits are per team. Switching teams updates the header badge immediately.

Header credits badge

Click the coin icon + count in the header to open the credits popover:

Row	Meaning
Available / total	Current balance vs. plan allocation
Progress bar	Visual usage
Included grant	Credits from your subscription plan
Prepaid grant	Purchased credit packs
Other credits	Promotional or manual grants

What consumes credits

Feature examples	Notes
Dashboard assistant (higher intelligence)	See Dashboard assistant
Requirement extraction	Estimate may show before run
In-depth analysis	Batch jobs — check balance first
Document AI generation	Per document or task

Caution: Running out of credits does not delete your data. AI actions may block or prompt upgrade until balance is restored.

What the billing portal controls

In portal	Typical actions
Subscription plan	Upgrade, downgrade, cancel per contract terms
Payment method	Card or invoicing per provider setup
Invoices	Download PDF history
Credit packs	One-time purchases when offered

Exact options depend on your contract and region. In-app limits (pursuits, seats, integrations) enforce plan caps even if UI still loads.

Permissions

Role	Usually can open billing?
Team owner	Yes
Administrator with billing permission	Yes
Collaborator / read-only roles	No — may see credits but not portal

If Retry keeps failing with a permissions message, ask the owner to complete billing setup or delegate access.

Billing vs profile vs team settings

Topic	Billing	Profile	Team settings
Who pays	Active team	—	—
Login / password	—	Profile	—
Legal bid data	—	—	Company profile
AI credits	Team badge	—	—
Seat count	Plan limit	—	Team → Members

Best practices

Always manage billing from the team that owns the subscription and pursuits you care about.
Monitor credits before large AI batch jobs (in-depth analysis, bulk document generation).
Upgrade before hitting pursuit, integration, or seat limits mid-bid cycle.
After purchasing credits, allow a short refresh — badge updates when balance syncs.
Keep payment method current in the portal to avoid AI interruptions at deadline time.

Edge cases

Scenario	Behaviour
Redirect loop	Browser blocking cookies — allow cookies for portal domain; retry
Portal opens for wrong team	Switch active team; reopen Billing
Credits show zero but plan active	Sync delay — refresh; check portal for grant period
Multiple admins open portal	Safe — same team billing profile
Trial expired	Upgrade prompts; some AI gates activate

FAQ

Is billing per user or per team?

Per team. Each workspace has its own billing profile and credit pool.

Do credits roll over?

Depends on your plan and contract — check invoice terms in the portal or ask your account contact.

Can one invoice cover multiple teams?

No. Each team bills separately.

Why can I see credits but not open billing?

You likely lack billing permission. Credits are visible to more roles than portal access.

Does upgrading increase pursuit limits immediately?

Plan limits enforce after successful subscription change in the portal; allow a short sync.

Where do I see usage history?

Invoices and some usage detail live in the external portal, not on the redirect page.

What happens when credits run out?

AI features may stop or show upgrade prompts. Existing pursuits, documents, and notices remain accessible per your plan.

Troubleshooting

Symptom	Cause	Action
Redirect loop	Cookie blocked	Allow third-party or portal cookies; retry
Retry keeps failing	Missing billing profile	Contact support
Wrong team charged	Active team mismatch	Switch team; reopen Billing
Credits not updating after purchase	Sync delay	Refresh app; reopen popover
Portal shows past-due	Payment failed	Update payment method in portal

Dashboard assistant
Connected services
Team overview
Profile
Getting started workflow