Billing projections, invoice history, and payment methods

Open Settings → Billing to review your prices and this month’s usage, set usage limits and alerts, review projected usage charges and flat fees, view invoice history, and manage payment details. Billing read access allows viewing the page and invoice history; listing the sessions behind a charge also requires access to view sessions, and listing a workflows price’s runs requires access to view workflows. Billing write access is required to open the payment portal and to change usage limits. Organization admins have all of these. The page’s sections, Payment methods and bank transfers, Plan, Next invoice, and Invoice history, start collapsed so the page reads as a summary. Select a section’s header to expand or collapse it.

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Billing organizations

Usage from the main billing organization and its linked organizations is pooled. Each metered product’s monthly included allowance is applied once to its combined usage. Your agreement can price a group of organizations separately, for example Consumer Chat. That group’s usage is billed against its own allowance and rates, on its own lines named after the group, and does not count toward the shared allowance. Its charges appear on the same invoices as the rest of the product. A linked organization displays an alert naming its main billing organization. If you are also a member of that organization with admin or billing access, Open billing for … switches you directly to its billing page. Payment details, projected charges, and invoice history are shown only in the main billing organization.

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Flat fees

Companion as a Service and Outbound are billed as monthly flat fees. Their billing line items have no included usage, overage, rollover, usage limits, or usage details. Partial-month fees are prorated by active UTC calendar days. Quarterly invoices combine the applicable monthly fees. Separately priced groups of organizations can have additional flat fees on the same invoice. Existing AI resolution and AI voice-minute charges continue alongside these fees. Refresh an already-open billing page after a newly released product is added to your agreement to see its pricing and projected charges.

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Plan, usage, and limits

The Plan section lists each active price: the shared price and any separately priced group of organizations. Companion as a Service and Outbound show their monthly flat fee. Companion shows its monthly flat fee and included usage (see Companion usage). AI resolutions and AI voice minutes show their monthly flat fee, included units, and extra-unit rate (and when unused allowance rolls into the next month), with this month’s usage:

• Recorded: sessions or minutes already counted for billing.
• In progress: open sessions the AI is answering, and calls still being processed. They count toward your limit until they finish.
• Included: the month’s included units plus any rollover you can use.
• Limit: the included amount plus your overage limit, when one is set.

Sessions count when they close and calls a few minutes after they end, so usage can lag by a few minutes. All dates use UTC.

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Workflows prices

Your agreement can price groups of workflows separately, each as its own workflows price named by its label, for example Workflows · Agent QA. Plan shows one card per workflows price:

• The workflows it covers: All workflows (including workflows created later), All workflows except a number of workflows priced on their own, or a number of selected workflows.
• Whether it Counts all runs or Counts successful runs only. Successful runs are runs that complete; failed and canceled runs don’t count on such a price.
• Its monthly flat fee, included runs and extra-run rate, and when unused runs roll into the next month.
• This month’s runs: Recorded, Included (the month’s included runs plus any rollover you can use) and Limit (when one is set). Workflow tests and call flow previews never count.

Select View runs to list the runs the price counts, newest first, with each run’s workflow, organization, status and start time. Pick another month of the price’s billing history in Month, and select Load more for older runs. A workflow that was permanently removed shows by its ID. Without access to view workflows, View runs is visible but disabled.

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Companion usage

Usage in linked organizations counts toward the main billing organization’s Companion usage. Companion usage resets on the 1st of each month (UTC). Without a Companion price, every main billing organization has a free monthly Companion allowance, shown in Plan as Companion usage · Free tier (Fair usage). The card shows this month’s usage and the allowance in USD, and when it resets. When the allowance is used up, Companion keeps working, but to maintain fair usage for all users it uses less capable models until the month ends. The card then shows Less capable models until the reset date. From 30% of the allowance, Companion shows a notice above its composer with a Learn more link that explains the allowance. Members with billing read access in the main billing organization see the amounts in dollars there; everyone else sees the percent used. To get more Companion usage, contact the Open team. With a Companion price, Companion is billed by usage:

• The price has a monthly flat fee and an amount of included Companion usage, both in your invoice currency. Companion usage is measured in US dollars and converted to your invoice currency at the exchange rate of the day it’s calculated, so the same usage can show a slightly different amount from one day to the next. Usage above the included amount is billed in whole units of your invoice currency at 1.00 each: EUR 28.57 above it is billed as 28 × EUR 1.00. In a partial month, the flat fee and the included usage are prorated by active days. Unused included usage doesn’t roll over.
• Plan shows Companion like your other prices, with this month’s usage, the included usage, and your limits in your invoice currency.
• Past the included usage, Companion keeps working on its standard models and the extra usage is billed, unless you set limits.

To bound Companion usage, select Set limits on the Companion price and enter either or both, as amounts above the included usage:

• Switch to less capable models at: from this point until the month ends, Companion uses less capable models. Usage keeps being billed, at a lower cost.
• Stop Companion at: from this point until the month ends, new Companion messages are refused. Tasks Companion is already running finish, and published mini apps keep working.

0 applies the limit at the included usage; leave a field empty for no limit. Stop Companion at must be higher than Switch to less capable models at. Raising or removing a limit takes effect right away. Limits are amounts in your invoice currency, compared with your usage in that currency. If your invoice currency changes, limits set before the change are converted to the new currency at the day’s exchange rate until you save them again. Companion shows a notice above its composer from 80% of the next limit, and while it uses less capable models or is stopped. Without limits, it shows no notice. Companion usage can lag by a few minutes, so usage can go slightly past a limit.

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Set a usage limit

Select Set limit on a price and enter an Overage limit: the sessions or minutes allowed above the included amount and any rollover each month. 0 stops at the included amount; leave it empty for no limit. Limits reset on the 1st of each month (UTC). In a partial month, the limit counts from that month’s prorated included amount. When a product has more than one price, the shared price’s limit can apply to Each price separately or to All prices together. A separate limit pauses only the organizations of that price. One limit for all prices counts the overage of every price, each against its own allowance, and pauses every organization of the billing organization when reached.

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When a limit is reached

The AI keeps answering sessions and calls it already started. New ones go to your team instead: AI voice calls still record resolutions and count toward the AI resolutions limit, but only the AI voice minutes limit stops calls. Companion limits are described in Companion usage, and workflows limits in Workflows limits. While a limit is reached, the inbox shows a notice to everyone on your team, and the Plan section shows AI paused since with the date. Raising or removing the limit lets the AI take new sessions and calls right away. Sessions already handed to your team stay with your team. Limits are checked when a session gets its first AI reply and when a call starts, so a few sessions or calls arriving at the same moment can go slightly past a limit.

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Workflows limits

Each workflows price has its own limit and alerts: select Set limit on that price. Its overage limit is in the runs the price counts, all runs or only successful ones, above its included runs and any rollover. There is no limit for all workflows prices together. While the limit is reached, the price’s card in Plan shows Workflows paused since with the date. When a workflows price’s limit is reached, the workflows it covers start no new runs until the limit resets on the 1st (UTC) or is raised, whatever would start them: events, schedules, webhooks, forms, macros, the AI, and call flows. A limit doesn’t affect runs already in progress, including runs waiting on a delay: they finish. Workflows that no workflows price covers keep running, and workflow tests and call flow previews always run.

• Run now, running a workflow on a session, and the API’s workflow trigger, invoke and rerun answer 429 with feature_limit_reached and the message “This workflow is paused until … because its billing limit is reached.” The workflow’s webhook URL answers 429 too.
• A scheduled workflow skips its runs and keeps its schedule.
• The AI agent and phone agents don’t offer the paused workflows as tools; a phone agent asking for one is told the workflow is paused.
• An incoming call to a number whose call flow is paused rings your team, as on a number without a call flow.
• Inactivity workflows don’t fire, so one set to run only once can still fire for a session after the limit resets.

Workflows limits show no inbox notice and tag no sessions. A run counts as soon as it starts (on a price counting successful runs, once it completes), and usage is read up to a minute behind, so runs started in that time can go slightly past a limit.

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Usage alerts

Email alerts send an email when usage reaches a percentage you choose, once per percentage each month:

• With a limit, percentages are of the overage limit. For example, with 10,000 included and a limit of 5,000, an 80% alert is sent at 14,000.
• Without a limit, percentages are of the included amount. Turn alerts on in the limit settings to use them.

Companion also sends an email when it switches to less capable models. Setting a first limit turns on alerts at 80% and 100%, sent to the price’s billing contacts. You can change the percentages and recipients, including people outside your organization. When a limit is reached, every paused organization also receives the feature_limit.reached webhook.

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Understand the projection

The Next invoice section groups all configured products by expected invoice date and currency. Products belonging to the same invoice appear together in each monthly table. Each monthly subtotal includes all its line items. Different invoice dates or currencies have separate invoice groups within this section. The Next invoice header shows the projected total so far, even while the section is collapsed, for example USD 6,394.80 so far. With more than one billing currency, it shows one total per currency; amounts in different currencies are never added together. AI voice minutes appear only when your main billing organization has an unarchived voice billing line item, including when usage is zero or no AI resolutions plan is configured. Products without billing terms are omitted. Displayed months begin no earlier than your contract’s starting month or September 2026. All billing dates and month boundaries use UTC. Each monthly breakdown uses invoice-style rows with a description, quantity, unit price, and amount:

• A flat-fee row with the included AI resolutions or voice minutes.
• Overage rows with excess sessions or minutes, the applicable rates, and projected charges. Tiered pricing shows one row per used tier; volume pricing shows one row at the selected rate.
• For Companion, a flat-fee row with the included usage in your invoice currency, and an overage row with the whole units of usage beyond it, at 1.00 each.
• For AI voice minutes priced per call, one row per call-duration band instead of overage rows (see Per-call pricing by call duration).
• A negative discount row when a line item discount applies, and a minimum commitment row when the line item has one (see Line item discounts and Minimum commitment).
• The projected total for that month.

A separately priced group of organizations has its own flat-fee and overage rows, with the group’s name after each description, such as AI resolutions — flat fee · Consumer Chat. Each workflows price likewise has its own rows under its label, in the runs it counts: Workflows — flat fee · Agent QA with Includes 1,000 successful runs, and Workflows — overage · Agent QA with the runs beyond them (just runs when the price counts all runs). Voice usage sums the recorded billable minutes across all call origins, including test calls. AI participation time is rounded up to whole minutes per call. Usage belongs to the UTC month when its billing record is created, so calls processed later can appear in a later month. Recent calls may take time to appear. The table shows included and excess minutes, without a separate total-usage figure. Monthly billing shows one month. Quarterly billing shows the calendar quarter’s months separately, including scheduled flat fees for future months. Future overage quantities are marked Not started. For example, an October 1 monthly invoice is projected from September; an October 1 quarterly invoice covers July–September, with months before September 2026 omitted from this view. A mid-month service start prorates the first month’s flat fee and included units by active calendar days, including the start date. Prorated included units round to the nearest whole unit, with halves rounding up. Usage above them, after any eligible rollover, is charged at the agreed extra-unit rate. The page explains the proration. A contract ending or archived mid-month prorates its final month the same way for its service days. This applies to both AI resolutions and AI voice minutes, with or without a flat fee. With no allowance, all usage during the service period counts toward overage. For example, a plan with a $310 flat fee, 100 included units, and a $2 extra-unit rate that starts on October 16 is active for 16 of October’s 31 days. October’s flat fee is $160 and it includes 52 units (100 × 16 ÷ 31 = 51.6), so 60 units used cost $16 in overage. Partial months before October 2026 keep the earlier rule: with a flat fee greater than zero, a partial month has no overage charge; with no flat fee, usage above the full monthly included allowance is charged. Next invoice expected shows the anticipated issuance date, not the payment due date. Consult your issued invoice for its final amount and payment deadline.

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Review invoice history

Invoice history, below Next invoice, shows your billing organization’s issued invoices, including invoices our finance team issues separately from the monthly billing run. Drafts and voided invoices are hidden. Expand the section to see the five most recently issued invoices. Select Load more to view older invoices, five at a time. Each invoice shows its number, issue date, currency, and due date when available. Monthly tables show the recorded descriptions, quantities, unit prices, and amounts in the same format as the projection. Historical charges do not change when current billing terms change. Each invoice also shows its subtotal, final total, amount paid, and remaining balance. An unavailable amount appears as —, rather than zero. All dates use UTC. An invoice issued separately by finance lists each charge’s description, quantity, and amount in one table, followed by its final total, amount paid, and remaining balance. It has no monthly tables, unit prices, or billed sessions and calls link. Finance can correct which billing organization owns an imported invoice. Once assigned, an eligible issued invoice appears in that organization’s history and contributes to its payment status. If an invoice is missing or listed under the wrong organization, contact your billing administrator to review its assignment. The Invoice history header shows a badge for each of these statuses with its number of invoices, for example 2 Overdue and 9 Paid. The badges count every issued invoice in your history, not only the ones loaded on the page. Statuses with no invoices have no badge. These invoice cards are read-only, with no payment actions; to pay, select Manage payments and invoices. Invoice history remains available even when no current billing terms are configured. If history cannot load, select Retry; previously loaded invoices remain visible when loading an older page fails.

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Overdue payment notice

By default, while any issued invoice is open and past its due date, a red Payment overdue notice floats at the top of every page, for everyone in your billing organization and its linked organizations. Pay the overdue invoices to avoid service interruption. Billing administration can change who sees the notice, its color, title, and messages for the entire billing group. The notice shows no amounts or invoice numbers; Invoice history has the details. It cannot be dismissed, but you can drag it left or right if it covers something, and it stays where you leave it in that browser. It disappears once every overdue invoice is recorded as paid. A payment still in progress, such as a bank transfer, keeps it showing until the payment is received.

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Configure the notice in billing administration

Users with access to Billing administration can select Extra settings, below Rollover and Limits on the main billing organization’s row. The sheet applies to that organization and all its linked organizations.

• All org users shows the notice to everyone when enabled.
• Users with billing permission keeps the notice visible to users with billing read access when All org users is off. Turn both switches off to hide the notice for everyone. Both are enabled by default.
• Snooze notice temporarily hides the notice for everyone in the billing organization and its linked organizations. Enter a positive whole number in Snooze for (days), or choose Or snooze until. Each day is 24 hours from saving; a date ends the snooze at midnight at the start of that date in your local timezone. Review the displayed expiry, then select Save settings. Snoozing enables All org users, so the notice automatically returns for everyone at expiry if a payment is still overdue, even if visibility was previously off. Clear snooze, followed by Save settings, ends it early.
• Notice color accepts a six-digit hex value such as #dc2626, or a selection from the color picker. Default restores the usual red appearance.
• Notice title and the three message fields customize the wording for billing users, other members, and linked organizations. In the linked-organization message, {payerName} inserts the main billing organization’s name. The fields start with the current default wording.

Review the previews, then select Save settings. Changes appear in the billing audit log with the previous and new settings, including the snooze expiry, and who saved them. Restore defaults resets the form and clears any snooze; select Save settings to apply it. Open pages pick up changes when they refresh their payment status, including when returning to the tab after a minute. Pages that have loaded an active snooze also refresh automatically at expiry. These settings only change the notice; they do not change invoices, payment status, or usage limits.

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Review billed sessions and calls

Each product in a monthly table, in both Next invoice and Invoice history, has a link on its flat-fee row: View billed sessions for AI resolutions and View billed calls for AI voice minutes. It opens a panel listing every billed item behind that month’s charge, newest first. A separately priced group has its own link, listing only its organizations’ usage; the shared rows list everyone else’s. The list covers the period the charge bills. For Next invoice, that is the month from your contract start until now. For an issued invoice, it is the service period recorded when the invoice was created, so later changes to billing terms do not change it. The panel shows the totals for the period, its start and end times, and when the list was last updated. All times use UTC. Usage from linked organizations is included, with an Organization column when more than one organization has billed usage. Session numbers in your current organization open the session in the inbox. To open a linked organization’s session, switch to that organization.

• Filter by organization, channel, or, for voice minutes, call origin. Each option shows its count for the period.
• Search by session number (for example, #1234) or session ID. When the session was not billed for that product and month, the panel says so.
• Select Load more for older rows, or Download CSV to export every row matching the current filters and search.

Recent activity can take a few minutes to appear. When the list holds fewer sessions or minutes than the charge, the panel notes that it is still catching up. When an issued invoice was adjusted after it was created, the panel says so and lists usage as recorded. The link is unavailable when nothing was billed for that product and month, and hidden for months that have not started. Without access to view sessions, the link is visible but disabled.

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Monthly invoice preparation

Completed service months are prepared for billing on the first of each month at 03:00 UTC, starting with September 2026 service. Invoices remain drafts for finance review before issuance; preparing a draft does not send an invoice or charge a saved card. Overage quantities are rounded down to whole units before applying the agreed unit price. For example, 1.5 excess units are billed as 1 unit, and 0.5 excess units produce no overage charge. Monthly plans are billed for the completed month. Quarterly plans retain separate monthly charges and are prepared after the calendar quarter closes. If a contract ends or its plan is archived earlier, its remaining charges are prepared on the next monthly run. Archiving stops service at the archive timestamp; the existing partial-month rules apply. Rollover allowance accounting is recorded monthly. When an invoice is created, each uninvoiced month is calculated from recorded usage using the current billing settings, including product, currency, flat fee, included units, and overage rate or tier schedule. This also applies to earlier months on a quarterly invoice. Saving the invoice fixes its pricing and charges. Retrying an interrupted generation uses that saved invoice; later pricing edits do not alter it. Products can share an invoice when the invoice date, currency, payment terms, and grace period match; differing terms produce separate invoices. If a plan is added after a month’s invoice has been prepared, its additional charges appear on a separate draft. Charges already assigned to the original invoice are not repeated. Separately priced groups follow the same rule: each month not yet invoiced is billed with the groups and organizations configured when its invoice is created. A group added later starts with the first month not yet invoiced; earlier invoices keep those organizations at the shared price. Removing a group bills its organizations at the shared price for every month not yet invoiced.

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Generate or regenerate an invoice

Billing administrators can open an organization’s invoices in Admin → Billing, then select Generate or regenerate invoice. Choose a completed Service month (UTC) from September 2026 onward. Generate missing invoice is available when that period has no existing invoice created here. Use Regenerate existing invoices to replace the period’s invoices after correcting billing settings. A paid invoice covering the period prevents regeneration. Select Preview drafts to review every included month, the previous charges and the new totals. Regeneration recalculates recorded usage using all current billing settings, including newly added products and tier pricing. It replaces complete billing periods, so a quarterly invoice includes all its months. Different billing dates, currencies or payment terms can produce multiple drafts. If corrected settings leave no charges due, the preview shows that no replacement will be created. Manual edits on the previous invoice are discarded in the replacement; the old invoice and its edit history remain available. Existing drafts are removed from the billing provider and unpaid issued invoices are voided before replacement drafts are created. If the provider cannot retire an invoice, the operation remains incomplete and shows the error. Resolve the payment with the billing provider, then retry; no replacement is created until retirement succeeds. If an invoice becomes paid during confirmation, regeneration stops and records the reason in history. Enter a written Reason, then select Confirm generation or Confirm regeneration. The new invoices remain drafts. Finalizing and emailing are separate actions, and generation does not charge a saved card. Generation history records the administrator, reason, reviewed charges and links to previous and replacement invoices. Retry saved generation resumes an interrupted operation using the saved charges, even if settings have changed since confirmation.

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Manage billing line items

Billing administrators open Admin → Billing → Manage line items for an organization to view its line items in a sheet. Choose Add line item to open the product-selection sheet above it. Selecting a product opens a third sheet on top, where you configure its pricing and terms. Each save creates one line item. Products already configured cannot be selected again. Before saving, use Back or close the top sheet to reveal product selection beneath it. Selecting the same product preserves entered values; selecting a different product resets the form to its creation defaults. For every product, a new line item starts today in UTC. Billing preferences are prefilled from non-archived line items whose service has not ended, including future service periods:

• Billing emails are the addresses shared by all eligible items.
• Invoice frequency is monthly if any eligible item is monthly; otherwise it is quarterly.
• Service ends on the latest end date among eligible items.
• Currency, payment terms, and grace period come from the most recently created eligible item.

Every prefilled field remains editable. Prices are entered separately. Without eligible items, the existing defaults apply: USD, monthly invoicing, organization admin emails, 30-day payment terms and grace period, and a one-year service period. Editing opens the saved terms in a sheet above the line-item list. The product is fixed after the first successful save; pricing, allowances, and other terms remain editable. To correct a product selection, archive the existing item and add a new one. Archiving preserves the original item’s saved terms and history.

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Price selected organizations separately

To bill some of the payer’s organizations at different terms, select Add price under the line item’s pricing fields while adding or editing a line item:

1. Enter a Label, such as Consumer Chat. It appears on invoice lines and on the customer’s billing page, so use a name the customer recognizes. Each price on a line item needs a different label.
2. Select the Orgs it covers: the main billing organization or any of its linked organizations. An organization can have only one price per product.
3. Set the Flat fee (0 by default). For AI resolutions and AI voice minutes, also set the included allowance, extra-unit rate or tier schedule (or, for AI voice minutes, per-call duration bands), rollover option, and any discount or minimum commitment.

Saving the line item saves its prices. For metered products, their usage leaves the shared allowance and is billed against their own allowance and rates. The flat fee is charged in addition to the line item’s flat fee. Currency, contract dates, invoice frequency, payment terms, grace period, and billing emails always follow the line item, so its prices share its invoices. Each price tracks its own rollover, and its reset option appears after the price is first saved. Remove a price with its delete button and save. Its organizations return to the shared price for every month not yet invoiced. Archiving a line item also archives its prices. The line-item list shows each price’s label, organizations, and terms.

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Tiered overage pricing

AI resolutions and AI voice minutes can each have an independent tier schedule and pricing mode. Without tiers, the single extra-unit rate applies. Tier thresholds count only excess usage after included units and eligible rollover are deducted. They reset every UTC calendar month, even when you receive a quarterly invoice. In a partial month, excess usage counts from the prorated included units.

• Graduated is the default. Each portion of excess usage is charged at its tier’s rate.
• Volume applies the rate of the tier reached to all excess units for that month. Reaching a cheaper tier can reduce the total overage charge.

For example, suppose the first 5,000 excess units cost 0.10 each, the next 15,000 cost 0.08 each, and units above 20,000 cost 0.05 each. At 25,000 excess units, graduated overage is 1,950.00; volume overage is 1,250.00. Any monthly flat fee is added separately. Each used tier’s charge is rounded to currency cents before the line amounts are summed. A used free tier remains visible with a zero charge. Billing administrators configure tiers in Admin → Billing → Line items. Enable Tiered overage pricing, choose the pricing mode, and enter each tier’s Through limit and rate. The editor derives each start automatically from the included allowance or the previous tier’s end. For example, with 2,000 included units, a tier ending at 5,000 covers units 2,001–5,000; the next tier starts at 5,001. Ends must increase, and the final tier is unlimited, so there are no gaps or overlaps. Every finite tier must cover a positive whole number of excess units. Eligible rollover shifts these ranges without changing their widths: 500 rollover units move that first range to 2,501–5,500. The editor shows ranges before rollover; monthly charges use the eligible rollover for that month. Rates can be zero, rise, or fall. Saving changes updates Settings → Billing projections immediately and affects subsequent invoice creation. Existing invoices keep their saved charges.

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Per-call pricing by call duration

AI voice minutes can be priced per call instead of per minute. Each call is priced by the band its duration falls in, with a flat price per call. A band can also charge a price per started minute above its start. Per-call pricing replaces the extra-unit rate and tiers for that line item. For example: With these bands, a 4 minute 1 second call costs 1.20 and a 5 minute 1 second call costs 1.40. Durations are the AI’s time on the call in whole seconds, rounded up, as shown in View billed calls. Included minutes and eligible rollover still apply. They cover the month’s calls in call order, each call counting its minutes rounded up. The call that uses up the remaining included minutes is priced only on its uncovered seconds: with 2 included minutes left, a 3-minute call is priced as a 60-second call. Calls the included minutes cover in full are free and are counted on the flat-fee row, for example Includes 1,000 minutes · covered 412 calls. The invoice and the Next invoice projection show one row per band, including free bands, with the number of calls and the price per call, then a row for the extra minutes of each band that charges them. Bands reset every UTC calendar month. Usage limits and alerts for AI voice minutes keep counting minutes, rounded up per call. Billing administrators choose Per call by duration when editing an AI voice minutes line item or price, then enter each band’s upper limit in seconds and its price per call, and optionally a price per started minute. The final band is unlimited.

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Line item discounts

AI resolutions, AI voice minutes, Companion, and workflows line items, and their separately priced groups of organizations, can each have a percentage discount. A discount has one or more thresholds, each with a percentage. Each month, the highest threshold the line item’s usage charges reach applies its percentage to all of those charges. A single threshold from 0 discounts every month. For example, with 10% from 20,000.00 and 15% from 40,000.00, usage charges of 25,000.00 get 2,500.00 off, and 45,000.00 gets 6,750.00 off. Usage charges of 19,999.00 get no discount. Select Discount includes the flat fee to count the flat fee toward the thresholds and discount it too. The discount is rounded to cents and shows as its own negative row on the invoice and in the projection, naming the percentage, the discounted amount, and the threshold reached, such as AI voice minutes — volume discount · 10% of USD 25,000.00 · tier from USD 20,000.00. Thresholds are monthly, also on quarterly invoices, which show one discount row per month.

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Minimum commitment

AI resolutions, AI voice minutes, Companion, and workflows line items, and their separately priced groups of organizations, can have a monthly minimum commitment. The month’s flat fee and usage charges, after any discount, count toward it. When they are below the commitment, a minimum commitment row charges the difference, for example Commitment USD 7,500.00 − USD 6,200.00 after discount, charging 1,300.00. When they meet it, the row still shows with a zero amount, for example Commitment USD 7,500.00 · met by USD 18,900.00 after discount. In a partial month, the commitment is prorated by active calendar days like the flat fee: a 7,500.00 commitment starting on October 16 is 3,870.97 for October. Flat-fee-only products (Companion as a Service and Outbound) have no discounts or commitments.

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Monthly allowance rollover

AI resolutions and AI voice minutes each have their own rollover option. To term end is the default: unused allowance is recorded month by month, without reducing later usage charges or creating an automatic renewal credit. With To next month, the current month’s allowance is used first, followed by unused allowance from the immediately preceding service month. Older rollover cannot be used again. For example, with 100 included units and 40 carried units, 150 units used produces 10 excess units. Using 120 units produces no excess and no new rollover; using 80 units leaves 20 new units for the next month. A partial month earns rollover from its prorated included units and uses eligible rollover like a full month. Partial months before October 2026 earn no rollover. Rollover is tracked separately for each product and billing line. Updating an existing line’s end date preserves its recorded rollover; a reset must be explicitly selected. Changing rollover mode preserves recorded rollover. To next month makes only the immediately preceding month’s rollover eligible; changing back to To term end counts all unreset records again. Amounts voided by earlier mode changes or explicit resets remain voided. A reset voids that product’s recorded balance, including the immediately preceding month, while retaining its history. Neither a reset nor a mode change alters charges already prepared.

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Manually set a month’s rollover

Staff billing admins can open Rollover for an organization in the billing administration page, then select Edit rollover for the product. The editor opens in a separate stacked sheet. Linked organizations share their payer’s rollover; resolutions and voice minutes are managed separately. Choose any past, current, or future source month. The amount is prefilled with that month’s existing rollover total. Enter the replacement total and a required reason, then select Save rollover. Non-negative decimals are supported, including 0 to clear the month. The entered amount replaces the total; it is not added to automatically earned rollover. A manually set total remains authoritative when the source month is processed later. History retains the old amount, new amount, reason, author, and time of each change. For To next month, January’s total applies only in February, after February’s included allowance. Any unused portion expires after February. The balance card shows recorded carry usable in the current UTC month; future entries remain visible in their source month’s history. For To term end, manual totals count toward the recorded balance without reducing monthly charges. Explicit resets clear both recorded manual and automatic rollover while retaining history. You can change rollover even if the receiving month’s charges have already been processed. A warning explains that its invoice may need regeneration. Saving rollover does not regenerate invoices or change already-prepared charges.

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Manage cards and issued invoices

Select Manage payments and invoices, at the top of the Billing page, to add or update a card and view or pay issued invoices. This action requires billing write access, and the button appears once your billing organization’s payment details are set up. Subscription changes and cancellation are not available in the payment portal. The Saved cards section shows each card’s brand, last four digits, expiration date, and whether it is the default. Expired cards and missing defaults are shown explicitly. If card information cannot be loaded, the page shows it as unavailable; this does not mean no card is saved. Select Refresh cards after changing a payment method. Saving a card does not enable automatic collection or change your agreed payment terms. Your billing organization has a collection preference, managed by finance. Finance approves collection for each invoice and can select a different saved card for that invoice without changing your default card. When finance approves card collection during finalization, collection starts after approval, without waiting for a payment-term due date. Failed payments may be retried automatically. An invoice finalized for manual payment can instead receive a single card-payment attempt after finance approval; that action does not enable automatic retries. A saved card does not guarantee payment will succeed, and you may need to authenticate a payment or update the card. Successful card payments receive an email receipt when email delivery is configured. If a payment requires your action, follow the payment link in the email. Contact [email protected] if you need help with an issued invoice.

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Pay by bank transfer

Where supported, the page displays bank-transfer details assigned to your billing organization for each currency used by its unarchived billing line items, including voice-only plans. Payment details are set up for you when your billing terms are added; visiting the page never creates them. Until then, the page says they aren’t set up yet, and [email protected] can help. Use the displayed account details and currency. Refer to your issued invoice for the amount to transfer; the projection is not an amount due. Bank transfer is not available for every billing currency or account. If the page shows no details for your currency, contact [email protected] for payment options. If setup temporarily fails, the affected bank-details section is hidden while saved billing terms and available projections remain visible. Select Retry, or contact the same address for help.