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Billing and invoices

Deposits, milestones, and retainers belong in the portal. Cards never sit on the marketing site.

When Stripe is connected, invoices and a checkout session live under /portal/billing. This marketing origin must not collect card PAN, CVC, or bank accounts.

Quotes stay on a call until a scope is written. Demo amounts in the portal are labelled as demo quotes, not live charges.

Retainers and usage (automation runs, copilot) are metered by the API. The demo does not invent consumption.

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