Billing & Invoicing: How to View Your CRM Charges

This blog post explains how to access and understand your billing information and invoices within the CRM. It covers how to find your subscription details, view usage-based charges, and review your payment history.

Understanding Your Billing Dashboard

The first step is to navigate to the Settings menu and select Billing. Here, you can view your current software subscription plan.

For a detailed look at your charges, go to Wallet and Transactions. This section is key to understanding your billing, as it operates on a usage-based system.

The CRM Wallet: A Usage-Based System

Think of your wallet as a pre-paid balance for all your CRM's usage-based features. Every time your business sends an SMS, an email, or uses a premium feature like AI address autocomplete, a small amount is deducted from your wallet.

To ensure uninterrupted service, the system is set to automatically recharge your wallet when the balance drops below a certain amount (in this case, $0). This helps prevent any service disruptions due to a low balance.

Reviewing Your Transactions

To see exactly what you've been charged for, simply scroll down the Wallet and Transactions page. Here, you'll find a detailed list of all your transactions, including:

• Communication Charges: The cost of sent messages (SMS and email).

• Premium Actions: Fees for using advanced features (e.g., AI tools, number intelligence).

Each transaction is listed with a detailed breakdown, including the amount and a receipt, giving you full transparency into your billing. This allows you to easily track and analyze your expenses, ensuring you have a clear understanding of your CRM usage.