> ## Documentation Index
> Fetch the complete documentation index at: https://docs.open.cx/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing projections and payment methods

> Review AI resolution fees and usage, manage payment methods, and find bank-transfer details for your billing organization in OpenCX.

Open **Settings → Billing** to review projected AI resolution charges and manage payment details. Billing read access allows viewing the page; billing write access is required to open the payment portal. Organization admins have both.

## Billing organizations

Usage from the main billing organization and its linked organizations is pooled. The main organization's monthly included allowance is applied once to that combined usage.

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 and projected charges are shown only in the main billing organization.

## Understand the projection

The **Next invoice** section shows the upcoming billing period. 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.
* A separate overage row with excess sessions, the price per extra session, and the projected charge, when overage applies.
* The projected total for that month.

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 by active calendar days, including the start date. That partial first month has no overage charge. The page explains the proration.

A contract ending mid-month also prorates the final month's flat fee for its service days, with no overage charge for that partial final month.

<Note>
  These amounts are projections, not final invoices or requests for payment. Every displayed month
  uses current billing settings. They exclude rollover, taxes, credits, and products other than AI
  resolutions. Changes to billing settings can change the displayed estimates. Opening this page
  does not generate an invoice or account for which months have already been invoiced.
</Note>

**Next invoice expected** shows the anticipated issuance date, not the payment due date. Consult your issued invoice for its final amount and payment deadline.

## Manage cards and issued invoices

Select **Manage payments and invoices** to add or update a card and view or pay issued invoices. This action requires billing write access. Subscription changes and cancellation are not available in the payment portal.

## Pay by bank transfer

Where supported, the page displays bank-transfer details assigned to your billing organization in its billing currency. Missing payment details are prepared automatically when you visit the page. Billing admins also initiate setup when adding line items.

Use the displayed account details and currency. Refer to your issued invoice for the amount to transfer; the projection is not an amount due.

If bank transfer is unavailable for the billing currency or account, contact [cfo@open.cx](mailto:cfo@open.cx) 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.