Managing billing and credits

Overview

Billing lives on one screen: Settings > Billing. From there you can read your credit wallet, change your plan tier, buy a top-up of credits, set a per-seat usage limit, and open the checkout to pay.

This is the how-to for that screen. For how the bill is structured (seat price, credits, storage), see Usage & billing. For where credits come from and when each kind expires, see Credits & expiration.

📘 Good to know

Plan, seat, and credit changes are admin actions. If you can't see the controls below, you don't hold a billing role. See Access management for which roles can manage billing.

How it works

The Billing screen opens on an account header, then a row of section tabs. Each tab is one part of billing.

📘 Media pending

A screenshot of Settings > Billing with its section tabs, the credit balance card, and the current-plan card will be added here.

The section tabs

1. Plans. Your credit balance, your current plan, per-seat usage limits, and the tier picker.
2. Payment methods. The card on file used for pay-as-you-go charges and top-ups.
3. Credit ledger. A line-by-line history of credits granted and spent.
4. Invoices. Your past invoices.
5. Data retention. The retention window for each event meter, which sets its storage rate. See Usage & billing for how the meters work.
6. Usage & spend. Current usage against your limits, and the spend caps set on the organization, projects, and members.

Your wallet and plan

The Plans tab is the home for both.

1. Credit balance. A card at the top shows credits left. When more than one credit pool is active, a wallet breakdown lists each pool with the amount left in it. The pools and their expiry are explained in Credits & expiration.
2. Current plan. A card shows your tier, billing cycle, and seats used against seats purchased.
3. Tier picker. Below it, the plans row lets you move to another tier.

Changing your tier

Picking a tier in the plans row opens a change dialog that previews the switch before you confirm.

1. Upgrade. Takes effect immediately, with prorated billing for the rest of the current period. The dialog lists the line items and what's charged today.
2. Downgrade. Takes effect at the end of the current billing period. Your current tier stays active until then, and you acknowledge the effective date before confirming.

Buying credits

The Buy credits button on the balance card opens the top-up dialog.

1. Pick a pack or a custom amount. Choose a preset top-up pack, or enter a custom number of credits within the allowed range. For the exact range and pack sizes, see Credits & expiration.
2. Review the total. The dialog shows the credits you're buying and the amount due.
3. Turn on auto top-up (optional). Set an amount to buy and a balance threshold that triggers it, so credits refill automatically when you run low.
4. Continue to payment. This takes you to checkout.

Top-up credits are the durable pool. See Credits & expiration for how long they last and the order credits are spent in.

Raising a usage limit

On a paid tier, the Plans tab has a usage limits per seat tier block. The limit lets seats draw credits beyond their included allocation.

1. Set limit / Edit limit. Opens a dialog to set the extra credit amount seats can draw.
2. Adjust or remove. Change the amount, or remove the limit entirely, from the same dialog.

If you've hit your own member spend cap and need more before the monthly reset, that's a separate request. See Credits & expiration for how member caps and usage requests work.

The checkout flow

Continuing from a plan change or a credit top-up opens the checkout page. It handles both.

1. Confirm what you're buying. For a plan, set the seat count and billing interval. For a top-up, confirm the credit amount.
2. Add a promo code (optional). Enter a code to apply a discount; the page tells you if a code can't be used.
3. Check the total. The page shows the total due, per month, per year, or today for a top-up.
4. Pay. Payment is handled by an embedded Stripe form on the page. On success you're returned to billing with the plan or credits applied.

Getting started

1. Open Settings > Billing.
2. Read your credit balance and current plan on the Plans tab.
3. To change tier, pick a plan in the tier row and confirm in the preview dialog.
4. To add credits, click Buy credits, choose a pack or custom amount, then Continue to payment.
5. To let seats draw extra credits, use Set limit in the usage-limits block.
6. Complete payment in the checkout page.

Where to go next

• Usage & billing: how seat price, credits, and storage make up your bill.
• Credits & expiration: the credit pools, the spend order, and when each kind expires.
• Savings Plan: commitment billing, arranged by order form instead of self-serve checkout.
• Access management: which roles can manage billing.