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For admins

Billing and your plan

What is on your Terry invoice, where to see it, and how AI credits are counted. Open Settings, then Billing.

The Billing page shows this month's invoice as it builds up: your plan, anything added to it, the AI credits you used, and the tax. Only admins can see it. Open Settings, then Billing, under Workspace.

Billing. This month so far, with each line of the invoice, the payment card and Invoices.

What you are billed for

The top card shows the month so far and its total. Each line of the invoice is a row; press one to see what it counts.

LineWhat it means
Your plan's subscriptionThe monthly price of your plan. It includes a number of seats and AI credits.
Extra seatsActive people beyond the seats your plan includes, counted at the highest number during the month.
LinkedIn accountsEach connected LinkedIn account, for any month it was connected.
Chat app accountsEach connected WhatsApp, Instagram or Telegram account beyond any your plan includes.
Texting number and texts sentWhen texting is set up.
Growth packsMore sending beyond your plan. A growth pack is $29 a month for 1 domain, 3 mailboxes, about 90 more a day. Connected mailboxes beyond your allowance (your plan's shared mailboxes plus one per active seat) are counted in whole packs: 1 to 3 extra is one pack, 4 to 6 is two.
AI credits addedCredits an admin added this month.
AI credits beyond the planAI work past what your plan and any added credits cover.

Only lines that apply to you appear. The tax comes last. The subtotal, any promo code, any account credit and the amount due are in The full billing detail (see below). Until tax collection at checkout is switched on, the amount shown is before tax.

Below the invoice, a card shows the Next invoice, the Payment method and who it is Billed to. Invoices lists past months, with their status and amount.

How connected accounts are counted

LinkedIn accounts, chat app accounts, mailboxes (in growth packs) and the texting number bill per connected account, for any month it was connected. Seats are counted the same way. Terry counts the highest number connected at any point in the month, not the number on the day the month closes. An account connected for one week bills as a full month. Swapping one account for another within a month bills one, not two. An account that stayed disconnected all month is not billed. These lines are charged once a month, after the month ends.

AI credits

Press AI credits used on the invoice. The panel shows how many you used of what is in the plan, anything beyond the plan, and where they went:

  • By purpose: what the AI was used for.
  • By model: which AI model did the work.

A credit is 1,000 tokens of model work, which is the unit Terry uses for all AI. Set a spend cap in the same panel opens Settings, AI and credits.

If your workspace has it, Add credits at the top of the page buys more for this month. Pick a bundle, read the exact change to your invoice, and tick I understand before it is added. Every admin gets an email confirming the change. See Credits and AI allowances.

If your workspace has Buy more AI credits, press Buy on a pack to pay by card at checkout instead. Nothing is added to the invoice, the credits arrive as soon as the payment clears, and they last 12 months. Each pack shows on the invoice at $0.00 with the credits it has left and the date it lapses.

Change seats, mailboxes and credits

Press More at the top of the page, then Seats, mailboxes and credits. On Choose your setup you pick the number of Seats, Growth packs and Extra AI credits, and see the monthly total before you confirm. Pro includes a sending setup of 2 domains, 6 mailboxes, about 180 a day; each $29 growth pack adds 1 domain, 3 mailboxes, about 90 more a day. Growth packs come with Pro; on Starter you send from your team's own mailboxes.

The full billing detail

Press More, then The full billing detail. It adds, below the page:

  • Your pricing: the prices set for your workspace. To change them, ask us. The same card holds Apply promo code: type a code and press Apply. It also shows your credit balance.
  • Three tiles: Seats (active people, and how many your plan includes), AI credits (used, and how many your plan includes) and Credits left. AI use is always counted in credits. If your workspace uses its own AI key, your provider's own bill shows what the model cost.
  • AI by purpose and AI use by model, with the number of calls, the credits or tokens and the share of the total.
  • Invoice history: past months, with tax, status and total.

More, AI budgets and the spend cap opens Settings, AI and credits.

If a payment is late

A banner appears at the top of every page with a link to update the payment method. While a payment is past due, sending carries on for now. If it stays unpaid, Terry pauses automated sending until the payment is sorted out.

In Classic

  • Open Settings, then Billing. The invoice lists every line, then Subtotal, any promo code, Tax, any account credit and Amount due.
  • The three tiles, AI credits this month, AI by purpose, AI spend by model, Your pricing and Invoice history are all on the page.
  • Press the link Change your seats, mailboxes and credits at the top of the page to reach Choose your setup.
  • Add credits sits on the AI credits card.