Overview
The Billing Portal gives you full visibility into your workspace’s financial operations — subscriptions, wallet balance, usage charges, transaction history, and invoices.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
Subscription vs. Wallet
| Type | Description |
|---|---|
| Subscription | Monthly recurring charge for platform access plus add-ons (phone numbers, voice features) |
| Wallet | Prepaid balance for usage-based billing (calls, messages). Usage is deducted here, not charged to your card each time. |
Managing Your Billing
Update Payment Info
Click Update Card Info to change the card used for wallet refills and subscription payments.
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.
Add Balance Manually
If auto-pay is off, click Add Balance to fund the wallet. Funds are immediately available.
Review Transaction History
Transactions are categorized as:
- Credit — Funds added (manual or auto-pay)
- Debit — Usage deductions (e.g., $0.05 per message)
Download Invoices
For credit transactions, click Download Invoice to get a PDF with full metadata (Stripe ID, reference info).
FAQs
What's the difference between subscription and wallet?
What's the difference between subscription and wallet?
Subscription = platform access + add-ons. Wallet = pay-as-you-go usage charges.
Why am I seeing many tiny charges?
Why am I seeing many tiny charges?
Those are usage debits from your wallet, not your card. Your card is only charged when adding balance.
How do I prevent my wallet from running dry?
How do I prevent my wallet from running dry?
Enable auto-pay to automatically refill below a set threshold.
Related Pages
Rebilling
Set up client billing
Agency Wallet
Fund your agency wallet
Stripe Integration
Connect or reset Stripe