*** title: Billing & Usage description: 'Manage your subscription, view usage, and understand billing in Gail.' ------------------------------------------------------------------------------------ # Billing & Usage Manage your Gail subscription, monitor usage, and access invoices. ## Current Plan View your current plan at **Settings** → **Billing**: ``` Current Plan: Professional Billing Cycle: Monthly Next Payment: February 1, 2024 Amount: $199.00 ``` ### Plan Features | Feature | Starter | Professional | Enterprise | | -------------- | ------- | ------------ | ---------- | | Agents | 2 | 10 | Unlimited | | Minutes/month | 500 | 5,000 | Custom | | Phone Numbers | 2 | 10 | Unlimited | | Knowledge Base | 1 GB | 10 GB | Unlimited | | Team Members | 3 | 10 | Unlimited | | Support | Email | Priority | Dedicated | ## Usage Tracking ### Minutes Usage Monitor your monthly minute consumption: ``` Minutes Used: 3,247 / 5,000 Days Remaining: 12 Projected Usage: 4,870 minutes ``` **Usage Breakdown:** * Inbound calls: 2,100 minutes * Outbound calls: 1,147 minutes ### Usage Alerts Set alerts to avoid overages: 1. Go to **Settings** → **Billing** → **Alerts** 2. Set threshold (e.g., 80% of limit) 3. Choose notification method 4. Save ## Changing Plans ### Upgrading 1. Go to **Settings** → **Billing** 2. Click **Change Plan** 3. Select a higher plan 4. Review changes 5. Confirm upgrade Upgrades take effect immediately. You're charged a prorated amount. ### Downgrading 1. Click **Change Plan** 2. Select a lower plan 3. Review what you'll lose 4. Confirm downgrade Downgrades take effect at the next billing cycle. Before downgrading, ensure you're within the new plan's limits (agents, numbers, etc.). ## Payment Methods ### Adding a Payment Method 1. Go to **Settings** → **Billing** → **Payment Methods** 2. Click **Add Payment Method** 3. Enter card details 4. Save ### Accepted Payment Methods * Credit cards (Visa, Mastercard, Amex) * Debit cards * ACH bank transfer (Enterprise) * Wire transfer (Enterprise) ### Updating Payment Method 1. Click on the payment method 2. Update details 3. Save changes ### Removing Payment Method You must have at least one payment method on file for active subscriptions. ## Invoices ### Viewing Invoices Access all invoices at **Settings** → **Billing** → **Invoices**: | Date | Amount | Status | Download | | ----------- | -------- | ------ | -------- | | Jan 1, 2024 | \$199.00 | Paid | PDF | | Dec 1, 2023 | \$199.00 | Paid | PDF | | Nov 1, 2023 | \$199.00 | Paid | PDF | ### Invoice Details Each invoice includes: * Plan charges * Minute overages (if any) * Phone number fees * Additional services * Taxes ### Billing Email Invoices are sent to the billing email address. Update it at: **Settings** → **Billing** → **Billing Contact** ## Overages ### How Overages Work If you exceed your plan's included minutes: * Service continues uninterrupted * Overages are billed at per-minute rates * Charges appear on next invoice ### Overage Rates | Plan | Overage Rate | | ------------ | ------------- | | Starter | \$0.10/minute | | Professional | \$0.08/minute | | Enterprise | Custom | ### Avoiding Overages * Monitor usage regularly * Set usage alerts * Upgrade if consistently over limit * Contact sales for custom limits ## Billing Cycle ### Monthly Billing * Charged on the same day each month * Based on your signup date * Includes base plan + any overages ### Annual Billing Save with annual billing: * 2 months free (pay for 10, get 12) * One annual payment * Same great service To switch to annual: 1. Go to **Settings** → **Billing** 2. Click **Switch to Annual** 3. Review savings 4. Confirm ## Credits & Promotions ### Applying Credits If you have a promo code: 1. Go to **Settings** → **Billing** 2. Click **Apply Credit** 3. Enter the code 4. Credit is applied to next invoice ### Referral Credits Earn credits by referring others: * You get: \$50 credit * They get: \$50 credit * Both applied after first payment ## Cancellation ### Canceling Your Subscription 1. Go to **Settings** → **Billing** 2. Click **Cancel Subscription** 3. Complete the cancellation survey 4. Confirm cancellation **What happens:** * Access continues until end of billing period * Data retained for 30 days after cancellation * Phone numbers are released ### Reactivating To reactivate a canceled account: 1. Log in to your account 2. Go to **Settings** → **Billing** 3. Click **Reactivate** 4. Choose a plan ## Tax Information ### Tax Exemption If your organization is tax-exempt: 1. Go to **Settings** → **Billing** → **Tax Info** 2. Upload exemption certificate 3. Submit for review ### Updating Tax ID Add your VAT or Tax ID: 1. Go to **Settings** → **Billing** → **Tax Info** 2. Enter your Tax ID 3. Save ## Next Steps * [Team Management](/platform/settings/team-management) - Manage team access * [Security Settings](/platform/settings/security-settings) - Configure security