Billing & Invoices

Overview

The Billing & Invoices section provides comprehensive management of your Agent Teammate subscription, payment methods, and billing history. Monitor your plan usage, manage payment information, and access all invoices through three main tabs: Plan Overview, Billing, and Invoices.

Administrator Access Required

Billing and payment management requires administrator privileges. Only users with administrator roles can view billing information, add payment methods, and access invoices.

View current plan details and credit usage
Manage payment methods and billing information
Access and download invoices
Monitor subscription and credit consumption

Plan Overview

The Plan Overview tab displays your current subscription details, credit allocation, and usage information to help you monitor your workspace's consumption and plan limits.

Current Plan Information

Access Plan Overview

Navigate to Workspace Admin → Billing & Invoices and ensure you're on the Plan Overview tab.

Review Plan Details

The plan overview displays key information about your subscription:

Current Plan: Shows your active plan (e.g., Free Plan)
Currency: All prices displayed in US Dollars
Plan Status: Active subscription status

Plan Overview tab showing current plan details, credit information, and usage tracking

Credits Information

Monitor your credit allocation and remaining balance:

Credit Metric	Description	Purpose
Credits Remaining	Current available credit balance	Shows how many credits you have left to use
Total Credits per Month	Monthly credit allocation	Number of credits your plan provides each month
Total Credits	Overall credit limit	Maximum credits available in your account

What's Included in Your Plan

Review the features and limitations of your current subscription:

Users: Number of team members allowed (shown as "1" for Free Plan)
Total Credits per Month: Monthly allocation (e.g., 1000.00 credits)
Total Credits: Overall credit limit (e.g., 1000.00 credits)

Credit Usage Tracking

Monitor your credit consumption with the visual usage indicator:

Understanding Credit Usage

Usage Bar: Visual representation of credits consumed
Priority System: Plan credits are used before any additional credits
Real-time Updates: Usage updates as you consume credits across applications
Monthly Reset: Credits typically reset at the beginning of each billing cycle

Credit Usage Note: Your credits from the plan credits will be used first before any additional purchased credits. Monitor usage regularly to avoid service interruptions.

Payment Methods

Manage your payment methods to ensure uninterrupted service and smooth billing processes. Add, update, or remove payment methods as needed.

Adding Payment Methods

Access Billing Tab

Navigate to the Billing tab in the Billing & Invoices section.

Add Payment Method

Click the Add Payment Method button to open the payment form.

Enter Card Information

Complete the credit card details form:

Card Number: Enter your credit card number
Expiry Date: MM/YY format
CVC: Security code from the back of your card
Name on Card: Cardholder's full name as it appears on the card

Billing Address Information

Provide complete billing address details:

Country: Select your country from the dropdown
Address Line 1: Street address
Address Line 2: Apartment, suite, or unit number (optional)
City: City name
Postal Code/Zip: Postal or ZIP code
State/Province: State, county, province, or region

Save Payment Method

Click Save Card to securely store your payment information.

Billing tab showing payment methods section with Add Payment Method button

Add Card dialog with fields for credit card information and billing address details

Payment Method Management

Once payment methods are added, you can:

View Saved Cards: See masked card numbers and expiry dates
Set Default Payment: Choose which card to use for automatic billing
Update Information: Modify billing address or card details
Remove Cards: Delete payment methods no longer needed

Payment Security

All payment information is encrypted and securely stored
Card details can be removed at any time
Regular security audits ensure data protection
Only administrators can view and manage payment methods

Payment Information Security: Add your credit card details below. This card will be saved to your account and can be removed at any time. All payment information is encrypted and secure.

Invoice Management

Access, download, and manage all your billing invoices from the Invoices tab. Keep track of payment history and maintain records for accounting purposes.

Accessing Invoices

Navigate to Invoices Tab

Click on the Invoices tab in the Billing & Invoices section.

Review Invoice List

The invoice table displays:

File Name: Invoice identifier and number
Generated At: Date and time when invoice was created
Action: Download or view options for each invoice

Download Invoices

Click the action button next to any invoice to download it for your records.

Invoices tab showing the invoice history table with file names, generation dates, and download actions

Invoice Information

Column	Description	Details
File Name	Invoice identifier	Unique name for each billing document
Generated At	Creation timestamp	Date and time when the invoice was generated
Action	Available operations	Download, view, or print invoice options

Invoice Management Tips

Regular Downloads: Download invoices monthly for your accounting records
File Organization: Save invoices with clear naming conventions for easy retrieval
Backup Copies: Maintain backup copies in secure cloud storage
Tax Records: Keep invoices for tax purposes according to local regulations

No Invoices Found: If you see "No Invoices Found," this typically means you're on a free plan or no billing events have occurred yet. Invoices will appear once you upgrade to a paid plan or make purchases.

Advanced Billing Management

Plan Upgrades and Changes

When you need to modify your subscription:

Upgrading Your Plan

Contact Support: Reach out for plan upgrade options
Pro-rated Billing: Changes are typically pro-rated for the current billing cycle
Credit Adjustments: Credit allocations update immediately upon plan change
User Limits: Higher-tier plans allow more team members

Billing Cycle Management

Billing Aspect	Description	Frequency
Monthly Billing	Standard subscription charges	Every 30 days from subscription start
Credit Reset	Monthly credit allocation renewal	Beginning of each billing cycle
Usage Tracking	Real-time credit consumption monitoring	Continuous throughout the month
Invoice Generation	Automatic billing document creation	At the end of each billing period

Troubleshooting Common Issues

Billing and Payment Problems

Issue	Possible Cause	Solution
Payment method declined	Insufficient funds or card restrictions	Contact bank or add alternative payment method
Cannot add payment method	Incorrect billing information	Verify all fields match your bank records exactly
Credits not updating	Billing cycle timing or system delay	Wait for next billing cycle or contact support
Missing invoices	Free plan or no billable events	Invoices generate only for paid services and plans
Billing address errors	Incomplete or incorrect address details	Ensure all required fields are completed accurately

Important: Always ensure your payment information is current and accurate to avoid service interruptions. Failed payments may result in temporary suspension of premium features.

Billing Analytics and Monitoring

Keep track of your workspace's financial metrics and optimize your subscription usage:

Key Billing Metrics to Monitor

Credit Utilization: Percentage of monthly credits used
User Count vs. Plan Limits: Team size compared to plan allowance
Monthly Spending: Total subscription and usage costs
Feature Usage: Which applications consume the most credits
Billing History: Trends in monthly charges over time

Billing Setup Complete! You now have complete control over your Agent Teammate billing and payment management. Regular monitoring of usage and maintaining current payment information will ensure uninterrupted service for your team.