Overview
The billing dashboard gives Owners and Finance users a full picture of your organization's spend, plan status, and upcoming charges — all in one place. This article covers the main billing overview page and where each piece of information lives.
Accessing the Billing Dashboard
Go to /billing (or click Billing in the left sidebar under the management section). The overview page loads by default.
Only users with the Owner or Finance platform role can view billing pages. Admins, Members, and Viewers cannot access billing.
Current Plan
The top of the overview page shows your current plan tier (Free, Trial, Starter, Pro, or Enterprise) and the products your plan includes. Each active product is listed with its subscription status (Active, Trialing, Past Due, or Canceled).
If any product is in a trial, a countdown shows the days remaining.
Monthly Cost Estimate
A running estimate of your next invoice is shown under This month's estimate. It includes:
- Fixed product subscription fees
- Usage-based charges calculated to the current date
- Any credits applied
This is an estimate — the final invoice amount may differ if usage changes before the billing period closes.
Next Invoice Date
Your next invoice date is shown on the overview page under the cost estimate. For monthly subscribers, this is the same calendar date each month. For annual prepaid plans, it shows the next renewal or true-up date.
Payment Method
The current payment method on file (card type and last four digits, or ACH bank account) is shown at the bottom of the overview. Click Manage payment methods to add, remove, or change your payment method. See Billing Overview — Payment Methods below.
Payment Method Management
- Go to /billing and click Manage payment methods, or navigate to /billing/payment.
- To add a new card or ACH account, click Add payment method and follow the prompts.
- To remove an existing method, click the ... menu next to it and choose Remove. You must have at least one payment method on file to keep active subscriptions.
- To open the full Stripe billing portal (for receipts and historical payment history), click Manage billing on the overview page.
Only Owners can add or remove payment methods. Finance users can view but not change them.
Frequently Asked Questions
Why does my estimate not match my last invoice?
The estimate is calculated mid-month based on current usage. Usage-based products (like voice minutes or AI tokens) change throughout the month, so the final invoice may be higher or lower than the mid-month estimate.
I am an Admin — why can't I see billing?
Billing is restricted to the Owner and Finance roles. Ask your Owner to grant you the Finance role if you need access.
Where do I see individual invoices and download PDFs?
Go to /billing/invoices or click Invoices in the billing sidebar. See Invoices.
How do I upgrade or downgrade my plan?
Go to /billing/plans. See Product Activation.
I have credits on my account. Where do I see them?
Go to /billing/credits to see your current account credit balance and its source (referral, promo, refund, etc.).