Billing settings

The Billing card on Settings is the finance control center for your workspace. Four links appear under the card heading: Credits Management, Subscriptions, Invoices, and Usage. Together they answer three daily questions: Is the plan active? Do we have credits left? What did we spend last month? Billing identity on invoices comes from Organization → Billing Details, where Billing Name and GST/HST Number must be complete before accounting teams trust downloaded PDFs. Paid channels—WhatsApp broadcasts, SMS, AI Employees, calling—consume credits; checking Credits Management before large sends prevents mid-campaign failures. Usage exposes AI token and voice trends so Admins can forecast renewals.

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Who can do this

Owner or Admin with billing access.

Before you begin

• Billing Details completed with Billing Name and tax fields
• You know the contracted plan name and seat count
• Finance contact has access to Invoices for month-end close

What you'll accomplish

• Active subscription visible on Subscriptions
• Credit balance readable on Credits Management
• PDF invoices downloadable from Invoices
• AI and messaging consumption visible on Usage

Step-by-step procedure

Credits Management

1. Open Settings → Billing → Credits Management (/credits-dashboard-management).
2. Review current balance, recent debits, and any low-credit warnings.
3. Note which channels consume credits (email, SMS, WhatsApp, AI, voice).

Subscriptions

1. Open Subscriptions (/subscription-management).
2. Confirm plan name, renewal date, seat limits, and WhatsApp instance caps.
3. If invites or integrations are blocked, upgrade here or via upgrade prompts.

Invoices

1. Open Invoices (/invoice-management).
2. Filter by date range; download PDFs for accounting.
3. Verify Billing Name and GST/HST Number on a sample PDF match Organization profile.

Usage

1. Open Usage (/ai-usage-analytics).
2. Review AI token and voice usage trends before month-end.
3. Share screenshots with finance if usage spiked after a campaign or AI rollout.

Recommended rhythm

• Weekly: glance at credits before broadcasts
• Monthly: download invoices and compare to Usage
• Before onboarding: confirm subscription active so integrations are not blocked

Verify your work

• Subscription status shows active
• Credits page loads without error
• Sample invoice PDF downloads and shows correct Billing Name

Tips

important

Check Credits Management before large WhatsApp broadcasts or calling bursts.

Troubleshooting

| Sends fail with credit error | Top up or upgrade plan on Subscriptions | | Usage empty | New workspace—wait 24h for first events | | Invoice address wrong | Fix Billing Details tab, then regenerate or wait for next cycle |

See also

• Create a subscription
• Credits and usage
• All Settings overview

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Field reference (product UI)

Use exact labels when training users or recording videos—they match the live workspace.

Area	Where to find it
Settings hub	/settings — card groups match this Help sidebar
Profile tabs	/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin	/workspace — Settings, Modules, Resources, Delete
Team	/workspace/users — Members through Roles & Permissions

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Admin checklist

1. Complete organization profile and billing before inviting the team.
2. Enable only modules you licensed under Workspace modules.
3. Connect integrations before messaging or automation go-live.
4. Populate Knowledge Hub before AI Employees or voice.
5. Verify Notification preferences personally after changing templates.

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Verify your work (extended)

• Settings save without error toast
• A non-admin test user sees expected sidebar (no billing cards if Member)
• Related module (Contacts, Inbox, Campaigns) reflects the configuration change
• Refresh browser after role or module changes

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Troubleshooting (extended)

Symptom	Likely cause	Fix
Settings card missing	Role or module gate	Check Roles and Modules
Save does nothing	Validation error on required field	Scroll for red highlights; complete * fields
Team sees old behavior	Cached session	Hard refresh; user re-login
Integration broken after change	Order of setup	Reconnect integration; check Communications settings