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Billing & Subscriptions

Manage your subscription plan, payment methods, and view billing history.

Administrator Access Required

Only users with Administrator privileges can access billing settings.

Accessing Billing​

Navigate to Company Settings from the sidebar and navigate to the Subscriptions tab.

Current Plan​

Plan Overview​

View your current subscription details:

InformationDescription
Plan NameYour current subscription tier
Billing CycleMonthly or Annual
PriceCurrent subscription cost
Renewal DateNext billing date
StatusActive or Inactive

Usage Metrics​

Monitor your current usage:

MetricDescription
UsersActive users / Included seats
ExtensionsActive extensions / Included extensions

Upgrading Your Plan​

  1. Review available plan options.
  2. Select your desired plan.
  3. Review the pricing difference.
  4. Click Confirm Upgrade.
Prorated Billing

When upgrading mid-cycle, you only pay the prorated difference for the remainder of your billing period.

Downgrading Your Plan​

  1. Click Change Plan.
  2. Select a lower-tier plan.
  3. Review any feature limitations.
  4. Click Confirm Downgrade.
Feature Loss

Downgrading may disable certain features or limit usage. Review carefully before confirming.

Payment Methods​

Adding a Payment Method​

  1. Click Add Payment Method.
  2. Choose the payment type:
    • Credit/Debit Card
    • Bank Account (ACH)
  3. Enter the required details.
  4. Click Save.

Managing Payment Methods​

ActionDescription
Set as DefaultMake this the primary payment method
EditUpdate card or account details
RemoveDelete the payment method
At Least One Required

You must have at least one valid payment method on file to maintain your subscription.

Billing History​

Viewing Invoices​

The billing history table shows:

ColumnDescription
InvoiceInvoice number
DateInvoice date
AmountTotal charged
StatusPaid, Pending, or Failed
ActionsDownload PDF, View details

Downloading Invoices​

  1. Find the invoice in your billing history.
  2. Click Download or the PDF icon.
  3. The invoice downloads to your computer.

Usage-Based Charges​

Beyond your subscription, you may incur usage-based charges:

Charge TypeDescription
Overage MinutesVoice minutes exceeding plan limits
Additional SMSText messages exceeding plan limits
Additional NumbersPhone numbers beyond included amount
International CallsCalls to international destinations
Premium FeaturesAdd-on features or integrations

Monitoring Usage​

  1. Navigate to Billing & Subscriptions.
  2. View the Usage Summary section.
  3. Set up Usage Alerts to receive notifications when approaching limits.

Billing Alerts​

Configure notifications for billing events:

Alert TypeDescription
Payment SuccessfulConfirmation when payment processes
Payment FailedAlert when payment cannot be processed
Usage ThresholdWarning when usage reaches a percentage of limits
Invoice ReadyNotification when new invoice is available

Canceling Your Subscription​

  1. Navigate to Billing & Subscriptions.
  2. Click Cancel Subscription.
  3. Review the cancellation terms.
  4. Provide feedback (optional).
  5. Confirm cancellation.
Data Retention

Upon cancellation, your account data is retained for 30 days. After this period, data may be permanently deleted. Export any needed data before canceling.

Tax Information​

Adding Tax ID​

For business invoicing:

  1. Navigate to Billing Settings.
  2. Click Add Tax ID.
  3. Enter your VAT/GST/Tax ID number.
  4. Save changes.

Tax IDs appear on all future invoices.

Contact Billing Support​

For billing questions or disputes: