Plans, billing, and invoices

Who this is for

• Account owners checking limits and plan status.
• Teams reviewing billing and invoice history.
• Users troubleshooting feature access tied to plan level.

Before you start

• Know your current campaign volume and expected usage.
• Collect invoice references before contacting support.
• Decide who can approve plan changes in your team.

Step-by-step workflow

1. Open Settings.
2. Review plan/tier information and current usage.
3. Check invoice/billing section for recent charges.
4. If needed, contact support with account email and invoice reference.

How to verify success

• Displayed plan matches what your team expects.
• Invoice details match your finance records.
• You understand which features are available on your tier.

Common mistakes / troubleshooting

• If tier seems wrong, sign out/in and check again.
• If invoice data looks wrong, send exact invoice ID to support.
• If a feature is still locked, include screenshot in ticket.

What to do next

• Set a monthly usage review in your team calendar.
• Document plan-change approval process.