Read your usage report and invoices
Review credit spending, manage payment methods, download invoices and cancel or resume your subscription.
On this page
Open Settings → Billing to review spending and payments. Admins can access usage, payment methods and invoices on both Free and Premium.
The two views answer different questions: Usage shows how credits were spent. Invoices, under Overview, show subscription charges and credit purchases. For rates and allowances, read How billing works.
The usage report
The Usage tab shows Usage Explorer, with a spending chart, Total, Average and Peak, followed by breakdown tables.
Group spending by category to compare assistant, template, broadcast, workflow and miscellaneous usage. Group by member to identify whose activity used credits. The report does not list individual charges or link them to a specific campaign or workflow.
Reading the explorer
- Choose a period
Open Usage and choose a preset or custom date range. Select daily, weekly or monthly granularity.
- Find the source of spending
Group by category or member. Filter to a category to inspect it more closely, then compare the chart with the totals and breakdown tables. Change the chart between bar, stacked, line and area as needed.
For example, a rise in broadcast spending is a reason to inspect the recent audience sizes, Adaptyle models and generation settings. It does not tell you which individual broadcast cost the most.
The report loads when you open the tab and refreshes when you change its filters. Reload the page or change a filter to see recent activity. Check the workspace currency when comparing usage with purchases; one credit equals one unit of that currency.
Payment methods
- Open payment methods
On Overview, find Payment methods. Check which card is the default.
- Add a card
Click Add card and enter the payment details. Complete any verification your bank requires. Check the default payment method before the next renewal or credit purchase.
The saved payment method is used for subscription renewals, manual credit purchases and auto reload. A payment requiring additional verification must be completed before its credits are added.
Invoices
On Overview, find Invoices. Each row shows the invoice number, amount, status and date. Open View invoice or Download PDF when available. An unpaid invoice can show Pay now.
Premium subscription invoices include the base plan and reserved record packs. There is no seat charge. Credit purchases have invoices on both plans. If the workspace has never been charged, the list is empty.
Email overage and AI usage spend credits rather than appearing as separate invoice line items. To investigate those costs, use Usage and the AI and usage credits reference.
Mid-month record-capacity increases and their extra email quota are prorated after successful payment. Reductions apply at the next paid monthly renewal. See subscription changes for the calculation.
Keep an eye on spend
After a large send, refresh Usage and compare recorded spending with your estimate. Check the workspace's prepaid balance separately; a credit purchase funds the wallet, while the usage report shows how that funding was spent.
Invoices update as new invoices become available. A change in subscription charges can reflect reserved record capacity; a credit purchase reflects wallet funding. Review the line items before comparing periods.
Cancelling your subscription
- Review running work
Check scheduled campaigns and active workflows. Stop or pause work you no longer want to run, and plan for Free's 100-email monthly cap. Cancelling Premium does not cancel automation.
- Schedule cancellation
On Billing, choose Cancel subscription from the plan card and confirm. Premium stays active until the end of the paid period. Choose Resume subscription before then to undo cancellation.
When the subscription ends, the workspace returns to Free with a new 100-email monthly allowance cycle. Purchased credits carry over. Admins retain usage and invoices, and can still buy credits or use auto reload. No credit gift is issued when the plan changes.
Top-ups do not increase the Free email cap. If work stops, inspect whether it is waiting for funding, out of email allowance or failed for another reason before retrying.
Where billing fits together
Read How billing works for plan charges and AI and usage credits for usage rates. To fund your wallet, follow add credits and set up auto reload.
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