Before you begin
- Billing admins (workspace admins) manage plan changes and card payments
- Reps can view usage but may see a read-only message if billing is handled centrally
- Credits are in CAD per billing period — usage draws from the pool until exhausted
Open Billing
- Profile menu → Billing or /dashboard/billing
- See current plan, billing period, seats (Pro), and credit usage
- Low-balance banner appears when you approach your period limit
Credits and usage
- Included credits refresh each billing period (Free: $5; Pro: $14.98 per seat)
- Voice, SMS, AI, email verification, and enrichment consume credits at published rates
- Auto-recharge can top up when balance drops below a threshold (billing admins)
- Pay with card for one-time credit packs when Stripe billing is enabled
Plan changes
- Upgrade — /dashboard/upgrade or Upgrade on the Billing page
- Manage subscription — opens Stripe customer portal (cancel, payment method, invoices)
- Downgrade impact preview warns about seat limits and feature gates before you confirm
What happens next
- After upgrade, Pro features unlock immediately (own mailbox, power dialer, team seats)
- Usage blocked when credits hit zero — add credits or wait for next period
Common issues
- Cannot add credits — confirm you are a billing admin and Stripe is configured
- Credits exhausted — see /docs/settings/plans-and-limits/ and add a top-up
- Wrong seat count — adjust seats in the billing portal or contact support