Managing your billing
Subscription dashboard, credit usage, invoices, Stripe portal, and cancellation.
The Billing page (left sidebar → Billing) is your single view for subscription status, credit usage, and payment history.
When you open Billing you'll see three live counters at the top:
- Plan — your current plan name and monthly price
- Credits remaining — how many credits you have left this billing cycle
- Renews on — the exact date your plan renews and credits reset
Below that is a usage bar showing credits used vs total for the current period.
Each plan includes a monthly credit allowance that resets on your renewal date. Credits are consumed by:
| Action | Credits used |
|---|---|
| Lead found in a search job | 1 credit |
| AI enrichment (icebreaker + email copy + insight) | 1 credit per lead enriched |
| Pitch Pack generation (WhatsApp / Quick Wins / Video Script) | Cached after first use — no additional credits |
| Pro Database email lookup | 1 credit per verified email found |
Credits do not roll over to the next month. If you run out mid-cycle, buy a credit top-up pack or upgrade your plan.
A low-credit notification fires automatically in your bell icon when you drop below 20% of your monthly allowance.
- Open Billing → scroll to the plan cards
- Click Upgrade on the plan you want
- You're taken to Stripe Checkout — enter your card details there
- Payment succeeds → your plan upgrades instantly and credits reset to the new plan's allowance
Upgrades are pro-rated: if you're 10 days into a 30-day cycle and upgrade from Starter to Growth, you pay only 20/30ths of the price difference for the remainder of the cycle.
- Open Billing → click Switch plan or contact support
- Downgrades take effect at the end of your current billing period — you keep all current features until renewal
Click Manage subscription (opens the Stripe Customer Portal). From the portal you can:
- Update your card
- Download invoices as PDFs
- View full payment history
- Cancel your subscription
All invoices are generated by Stripe and available in the Customer Portal. You can also view recent invoices at Billing → Invoices in the dashboard. Each invoice shows:
- Date and billing period
- Plan and amount charged
- Credit card last 4 digits
- PDF download link
The bottom of the Billing page shows your last 10 credit transactions. Each row shows:
- What consumed the credits (e.g.
lead_found,ai_enrichment,topup_pack_500) - How many credits were added (+) or consumed (-)
- Date and time
This is useful for auditing usage — e.g. seeing which job consumed the most credits.
- Open Billing → Manage subscription → opens Stripe portal
- In the portal, choose Cancel plan
- Your plan cancels at the end of the current billing period
- You stay on your current plan until renewal, then drop to Free
Your data is preserved for 90 days after cancellation. You can reactivate at any time.
Stripe retries failed payments automatically (day 1, day 3, day 7). You'll receive an email from Stripe each time. If payment fails after all retries your account downgrades to Free — upgrade again once your card is fixed to restore access.
My credits reset but they show wrong. Credits reset exactly when your Stripe invoice is paid (usually within seconds of renewal). If there's a delay, refresh the page — the webhook updates your balance as soon as Stripe confirms.
Can I share my subscription across multiple workspaces? Each workspace has its own subscription. Credits don't transfer between workspaces.
I upgraded but my plan still shows Free. Wait 30 seconds and hard-refresh. If it still shows Free, open a support ticket — Stripe webhooks occasionally have brief delays.