Objective
This article outlines the steps to access and manage the billing section, including plans, payments, and usage notifications.
Key Steps
Accessing the Billing Section 0:00
Click on your profile picture located in the upper right corner.
Select 'Billing' from the dropdown menu.
Understanding the Billing Dashboard 0:13
Review the current plan details at the top of the billing section:
Monthly plan information
Minutes used
Contacts used
Messages (coming soon)
Flows used
Managing Plans 0:34
Scroll down to the 'Plans' section.
To upgrade or downgrade your plan:
Click the appropriate button for your desired action.
Follow the on-screen steps to complete the process.
Updating Payment Information 0:48
Navigate to the 'Payments' section.
Here you can:
Update your payment method.
Add or remove payment methods.
View your billing history.
Cancel your subscription if necessary.
Analyzing Usage 1:00
Go to the 'Usage' section to analyze your usage statistics.
Setting Up Notifications 1:18
Enable or disable notifications for usage:
Choose to be notified at 80% or 95% usage.
Enable 'Overage' notifications to continue usage beyond your plan.
Configuring Overage Settings 1:54
Set the top-up amount for overage:
Select the amount to top up (e.g., $100 or $500).
Specify the trigger point (e.g., below 20 minutes).
Cautionary Notes
Ensure you review your plan and usage regularly to avoid unexpected charges.
Be cautious when enabling overage settings to prevent excessive charges.
Tips for Efficiency
Regularly check your billing section to stay informed about your usage and plan.
Set notifications to avoid running out of minutes unexpectedly.