Billing
When to use this screen
Renewals, saved cards, coach subscription, order history. Settings ?tab=payments redirects here. Order detail drawer and Order details keep Billing highlighted.
Who can open it / who to ping
Every trader. Ping billing for captured charges; traders can cancel pending only.
Find the record
Rail Billing.
Happy path
- Find the order or subscription.
- Saved cards: default/revoke/add via hosted vault — never ask for PAN in chat.
- Cancel pending if unpaid. Captured refunds are staff + payment ops.
- Coach subscribe/cancel also appears here.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Orders / export | History | Read |
| Cancel pending order / cart group | Unpaid | No charge |
| Saved cards default/revoke | Failed renewal | Next charge uses new method |
| Subscription cancel | Stop recurring | Access per remaining period |
| PayPal probe consent | PayPal path | Gateway |
If this fails
- Cancel pending on a paid order will not refund.
- Vault empty: they used a one-time method.
- Settings payments tab: if they bookmark it, they still land here.