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Go to Account Settings → Billing to manage your account balance, plan and payment history. This page is available to account administrators.
Billing (your plan and payments) is different from Reports → Billing Report, which shows usage by organization. See Reports.

Plans

The Plans section shows your current plan and usage:
  • Minutes remaining — The minutes left on your account. The same balance appears in the dashboard header in minutes and dollars.
  • Current plan — The plan name with an Active badge and how this month’s charge is calculated: the plan’s monthly base price plus the number of active agents times the per-agent fee.
  • Cancel plan — Cancels your current plan.
When you cancel, your account falls back to pay as you go (Pilot – PAYG). Cancelling or changing a plan takes effect immediately and is prorated.

Available plans

Under Change plan, each plan card shows its monthly base price, the minutes included, the price per extra minute, the fee per agent per month, and any demo agents included. Click Switch to this plan to change plan. Current prices are shown on the Billing page in the dashboard. Demo agents within your plan’s demo slots don’t carry the per-agent fee. See Agent Billing.

Estimating your monthly cost

Under Not sure which one? Estimate your month, move the Minutes per month and Voice agents sliders. The estimator shows what each plan would cost for that usage, broken down into base price, extra minutes and agent fees, so you can compare plans side by side. Estimates don’t include taxes.

Payment method and prepaid balance

The Billing page also lets you manage your payment method and your prepaid balance.
Billing page showing the Payment method, Prepaid Balance, Automatic top-ups and Recent activity cards

Payment method

The Payment method card is used for top-ups and your monthly plan. It shows the card brand, the last 4 digits and the expiry date. To add a card or swap in a new one, click Replace card.

Prepaid balance

The Prepaid Balance card shows your current balance. To add funds, enter an Amount (USD) and click Top up. The prepaid balance pays for minutes beyond your plan’s included minutes. It does not pay for the monthly subscription, which is charged to your payment method. Funds expire 365 days after purchase.

Automatic top-ups

The Automatic top-ups card shows your rule, for example “When your balance falls below $X, we’ll automatically add $Y”. Click Edit to change the threshold or amount, or Turn off to stop automatic top-ups.
If your balance reaches zero and automatic top-ups aren’t turned on, calls stop being processed. We recommend turning on automatic top-ups so your agents keep answering calls.

Balance notifications

The Balance notifications card sets when you’re warned about your balance. Click Edit to change:
  • Notify when balance is at or below ($) — Your low-balance threshold in US dollars. Set it to 0 to get only the zero-balance email.
  • Email addresses — Who gets the emails: up to 10, one per line or separated by commas. Leave it empty to send no balance emails.
Your balance is checked every 5 minutes. When it is at or below your threshold, or reaches $0, we email these addresses. You get at most one low-balance email and one zero-balance email every 24 hours. If automatic top-ups added funds in that check, no email is sent. The same threshold is used by the balance.low webhook event. The card is shown once billing is turned on for your account.

Recent activity

Recent activity lists your last 8 wallet entries, with these columns:

Invoices and receipts

Invoices and receipts are emailed to you after each transaction.

Demo Agents

Demo agents within your plan’s demo slots are not charged the monthly per-agent fee. Call costs they take from your balance are refunded each night, but calls covered by your plan’s included minutes are not. Demo agents past your plan’s limit are billed like Live agents. Set agents to Demo under Customers → Agents. See Agent Billing.