Plans & Billing page allows you to check and control payment-related activities as well as make changes to your billing plans in Reply.
Using the page, you can easily upgrade, downgrade, or modify subscription plans to align with your needs and preferences. In addition, you can add funds, track your payment history, review invoices, and stay updated on your financial interactions with the platform.
Outline:
Plans & Billing page: Quick Overview
To access the Plans & Billing page, follow these steps:
Click on your account name, located in the upper-right corner of the platform.
From the dropdown menu, select "Plans & Billing."
Alternatively, you can access the page through the Settings menu.
Once you're on the Plans & Billing page, you'll find three blocks:
Subscription: This block provides information about your current subscription plan, including details such as the plan type, duration, and any associated benefits or limitations. Additionally, you can manage your billing plans.
Wallet: This block allows you to view your current balance and add funds to your account.
Calls: Payment history: This block displays your payment history for calls made through the platform. You can review the details of each transaction, including the date, amount, and type of the transaction.
Let's take a look at each block in more detail.
Subscription
Subscription section provides you with comprehensive details about your current billing plan. Here, you can easily access information about your next billing day and review any add-ons you have purchased.
This section also allows you to explore all available billing plans, providing the flexibility to upgrade or downgrade to a different plan whenever you need to. This enables full control over your subscription and the ability to customize it according to your requirements.
Upgrade / Change plan button
The name of your current billing plan will be mentioned at the top, near the Upgrade / Change plan button.
By clicking on the "Upgrade/Change Plan" button, you will be directed to the billing wizard, which provides an overview of all the available plans.
Within the billing wizard, you have the flexibility to downgrade or upgrade to any plan that suits your needs. The available plans may include options such as Email Volume, Multichannel, or AI SDR.
Billing Overview
The next component on the Plans & Billing page is the billing overview table, which provides a convenient summary of important details such as:
Billing Period: This indicates whether your billing cycle is monthly or annual, depending on the chosen plan.
Next Billing Date: This specifies the date when you need to renew your subscription, marking the end of your current billing cycle.
Next Invoice Total: Here, you can easily see the total amount required to renew your subscription for the upcoming cycle.
If you are currently in the Trial period, the billing overview will display relevant details regarding the expiration date of the trial, allowing you to keep track of the trial period's duration.
Team shared add-ons
Team shared add-ons section provides an overview of the various features available for your team: seats for users, mailboxes, cloud calls, LinkedIn accounts, as well as credits for email validation and realtime B2B data search.
These add-ons are shared among all team members, meaning that the total number of seats or limits per add-on is calculated collectively for the entire team.
For instance, let's say your subscription includes five mailboxes, and one team member has already utilized one of them. In this case, four mailboxes will remain available for your team to utilize.
Please note. If you are using Reply for organizations, add-ons will be calculated for the entire organization (which may possibly encompass multiple teams). Consequently, the team-shared add-ons section will display the number of shared add-ons in your organization.
To adjust the number of add-ons, whether increasing or decreasing, you can visit the billing wizard in the Subscription section. For more detailed information, read the detailed article on the system of seats.
In this section, you can increase Email validation and AI and Live Data credits by clicking on the + button.
When you click on the button, the billing wizard will show the available packages for email validation or realtime B2B data search. Select the one you'd like to purchase from the drop-down list, then click "Recalculate Total" to update the billing information.
User shared add-ons
User shared add-ons section is dedicated to individual user-specific limits, including the number of unique contacts a user can reach out to per month and the API limits available for their usage. The calculation of these add-ons is done separately for each user.
To view the specific number of used and available limits for a particular team member, you can select their name from the drop-down list located at the top of the section. This provides you with a clear overview of the limits usage for each individual within your team.
Furthermore, by clicking on the "Payment method & invoices" button, you can access detailed information about your payments and conveniently download your invoices. This ensures easy access to your billing history and allows you to keep track of your financial transactions accurately.
If you have any questions or need assistance, don't hesitate to reach out to our support center. Simply click on the "Contact us" button, and our support team will be ready to address any inquiries or concerns you may have.
Wallet
Wallet section allows you to check the current sum as well as add funds to your account to pay for Direct Calls, SMS, and phone number validation.
To add funds to your account and make payments for Direct Calls, SMS, and phone number validation, follow these steps:
Click on "Add funds".
A pop-up will appear where you can enter the desired amount of money. Click "Confirm" to proceed.
You will be redirected to the payment details page. Provide your account information, billing information, and payment method details.
Click on "Subscribe" to complete the transaction.
Additionally, you have the option to set up automatic wallet refills. This ensures that funds are automatically added when the balance reaches a certain threshold and gets lower by a certain amount of money.
To enable this feature, follow these steps:
Toggle the "Automatically re-fill" slider.
Select the desired amount of money that will be added automatically as well as the balance at which the funds should be refilled.
Click "Save settings" to save your preferences.
Calls: Payment history
This section displays all transactions made by all team members.
Here you can track the activities related to adding funds as well as all types of transactions related to direct calls.
Total spent is shown at the top and represents the amount spent on all transactions by all accessible users. The value will change dynamically once you change the filters.
The list of transactions will be shown in the table with such details as: date, user, amount (spent with “-” sign or added with “+” sign), balance (after the transaction), contact (the phone number with whom the direct call was initiated), type of transaction;
When you click on the name of a team member, you will be redirected to the Calls dashboard where you can check all the details regarding activities made by a team member with calls.
The types of transactions include:
Add funds
CallerID verification
Calls
Calls record storage
Inbound Call
Phone number - monthly rental
Phone number validation
Refill
Rent phone number
SMS sending
Use filters to filter the list of transactions (the total amount spent and the data in the table will change accordingly).
You can filter the list of transactions by
Type of transaction;
Team members — you can filter by all users to whom you have access, or you can choose one or a few specific team members;
Time — select the default time intervals: last week, last month, last year, all time, or select a custom timeframe and choose the start and end dates.
Click Export CSV to download all the payment histories in the CSV file on your local device.
An exported file will consist of the header with field names in each column as they are named in a table. In this way, you can get the list of calls and then use it to calculate metrics in spreadsheets.