In this chapter, you will learn how to manage billing, ensuring the smooth operation of various teams within your organization. This involves handling add-ons, managing user seats and teams, and overseeing token allocations. By navigating to the "Billing" tab in the settings section, you can view and manage aspects of your billing, such as subscriptions, payment methods, and invoices. You will also learn how to set up token allocations, track token usage, and effectively manage financial responsibilities to maintain accuracy across your organization.

Your general billing settings allow you to view and manage your subscription, payment methods, and invoices. Adding a payment method requires an active credit card, billing address, and valid email address. The billing section also provides access to current and past invoices, including detailed breakdowns of costs and any prorations due to mid-cycle changes. By clicking the “See Breakdown” button, you can view a detailed financial summary for each team or branch. Exportable summaries of charges are available by selecting the "Download Snapshot" option. These steps help ensure transparency in your organization’s financial operations.

In the Billing tab, you can see a breakdown of your total monthly tokens and any Top-up tokens purchased. Top-up tokens can be acquired for periods of increased activity and can be set up for one-time purchase or autobuy when a threshold is met. The Historical Token Usage feature allows SuperUsers to track token consumption over different periods and filter by team and user. At the bottom of the page, you can establish Token Allocation Templates for recurring monthly allocations based on team needs. The Billing portal provides comprehensive management and oversight of token allocation and usage, ensuring effective resource distribution across the organization.

A key responsibility for SuperUsers is managing team seats and teams in Bonzo. In the "Teams" tab, you can view the total number of seats available versus the total number used. To add additional seats, you must first purchase them via the "Users" tab under the "Management" dropdown or the "Addons" tab under "Settings." After purchasing seats, you can assign them to team members. It’s crucial to remove seats if team members leave to avoid unnecessary charges. Managing teams follows a similar process, where additional teams can be purchased and team details established. After creating a team, assign Team Leads and Members accordingly. Inactive teams without users can be identified and deleted using the filter dropdown. These steps help ensure efficient operations and cost management within your organization.

Addons enhance the platform’s capabilities with features such as pipelines, IVR, Reputation IQ, Local Presence, and Bonzo Legends. To manage add-ons, navigate to the “Add-ons” page under your “Company” tab. First, purchase the desired addons, then apply them to specific user or team member accounts. Use the "Users" or "Teams" tab to assign or remove addons as needed. If a user leaves the organization, remove their associated addons to avoid unnecessary charges. By effectively managing add-ons, SuperUsers can provide necessary resources while maintaining budgetary control, optimizing resource allocation, and ensuring financial efficiency across the organization.