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Overview

The Billing Portal gives you full visibility into your workspace’s financial operations — subscriptions, wallet balance, usage charges, transaction history, and invoices.

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Accessing the Billing Portal

Go to Settings > Billing in your workspace. You’ll see:
  • Card on file and auto-pay toggle
  • Current subscription details
  • Wallet balance
  • Full transaction history

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Subscription vs. Wallet

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Managing Your Billing

1

Update Payment Info

Click Update Card Info to change the card used for wallet refills and subscription payments.
2

Enable Auto-Pay (Recommended)

Click Enable Auto-Pay so your wallet refills automatically when it drops below a threshold. This prevents service interruptions during high-usage periods.
3

Add Balance Manually

If auto-pay is off, click Add Balance to fund the wallet. Funds are immediately available.
4

Review Transaction History

Transactions are categorized as:
  • Credit — Funds added (manual or auto-pay)
  • Debit — Usage deductions (e.g., $0.05 per message)
5

Download Invoices

For credit transactions, click Download Invoice to get a PDF with full metadata (Stripe ID, reference info).
6

Trace Usage Events

Each debit includes an event link. Click it to open the original event (call, message) and verify the charge.

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FAQs

Subscription = platform access + add-ons. Wallet = pay-as-you-go usage charges.
Those are usage debits from your wallet, not your card. Your card is only charged when adding balance.
Enable auto-pay to automatically refill below a set threshold.

Rebilling

Set up client billing

Agency Wallet

Fund your agency wallet

Stripe Integration

Connect or reset Stripe