Billing & Subscription

Billing & Subscription

The Billing section (Admin only) shows your current plan, usage, costs, and invoices.

Viewing Your Plan

Your current plan appears at the top of the Billing page:

• Plan Name: Which plan you're on (Starter, Professional, Enterprise)
• Billing Period: Monthly or annual
• Renewal Date: When your next bill is due
• Price: Your monthly or annual cost

Your plan includes a certain number of user seats and features.

Usage Meters

Below your plan, you'll see usage this month:

• Active Users: How many team members are using the system
• Contacts: Total contacts in your CRM
• Calls: Number of calls made
• SMS: Number of text messages sent
• Storage: Data used (call recordings, etc.)

If you're near or over limits, warnings appear. Some features may be restricted if you exceed limits.

Upgrading Your Plan

To move to a higher plan:

1. Click Upgrade Plan
2. Choose a new plan level
3. Review the features and new price
4. Click Confirm Upgrade

Your plan changes immediately. You're billed the difference prorated for the remainder of your billing cycle.

Downgrading Your Plan

To move to a lower plan:

1. Click Change Plan
2. Select a lower tier
3. Confirm you understand what features you'll lose
4. Click Confirm Downgrade

Your plan changes at the start of your next billing cycle. You'll receive a refund for the prorated difference.

Invoices

View and download past invoices:

1. Scroll to Billing History
2. Find the invoice you need
3. Click Download PDF

Invoices show:

• Plan and features
• Usage charges
• Total amount billed
• Payment method used

Payment Methods

Update how you're billed:

1. Click Payment Method
2. Add or update a credit card
3. Set as default if you have multiple methods

Your card is encrypted and secure.