Billing

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Overview

Manage your SmartAlex subscription, view invoices, and add prepaid credits through the Billing page.

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Subscription

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Current Plan

View your active subscription:

• Plan name and tier
• Monthly price
• Included features
• Renewal date

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Changing Plans

Upgrade or downgrade your subscription:

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Cancellation

To cancel your subscription:

1. Go to Billing → Cancel Subscription
2. Complete the cancellation survey
3. Confirm cancellation

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Payment Methods

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Adding a Card

1. Go to Billing → Payment Methods
2. Click Add Payment Method
3. Enter card details
4. Click Save

Accepted cards:

• Visa
• Mastercard
• American Express
• Discover

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Default Payment Method

Your default payment method is used for:

• Monthly subscription charges
• Automatic wallet top-ups
• Overage charges

To change default:

1. Go to Payment Methods
2. Click the menu on the card you want as default
3. Select Make Default

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Removing a Card

You cannot remove your only payment method while you have an active subscription. Add a new card first, then remove the old one.

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Invoices

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Viewing Invoices

Access all invoices from Billing → Invoices:

• Invoice date
• Amount charged
• Payment status
• Download PDF

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Invoice Details

Each invoice includes:

• Subscription charges
• Usage charges (overage)
• Wallet top-ups
• Phone number fees
• Taxes (if applicable)

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Receipts

Payment receipts are automatically emailed to your account email. Download past receipts from the invoice detail page.

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Wallet

The Wallet is a prepaid credit system for usage beyond your plan’s included minutes.

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How It Works

1. Add credits to your wallet
2. Usage charges are deducted automatically
3. Low balance alerts notify you when to top up

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Adding Credits

Credits are added immediately and never expire.

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Auto Top-Up

Enable automatic top-ups to never run out of credits:

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Wallet Balance

View your current balance and recent transactions:

• Current balance
• Recent charges (call costs)
• Recent top-ups
• Transaction history

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Usage & Costs

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Understanding Usage

Usage is measured in calling minutes. Beyond your included minutes, calls average about $0.05/min (the exact cost varies by call), deducted automatically from your prepaid wallet.

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Included Minutes

Each plan includes monthly minutes:

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Overage

When you exceed included minutes:

1. Charges are deducted from your prepaid wallet automatically
2. Keep your wallet topped up so calls and outbound campaigns keep running
3. If your wallet runs out, outbound campaigns pause until you add credit

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Usage Tracking

Monitor usage in real-time:

• Minutes used this period
• Minutes remaining
• Projected monthly usage
• Cost breakdown by call type

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Billing FAQ

When am I charged?

Your subscription renews monthly on the anniversary of your signup date. Usage overage and wallet charges may occur anytime during the month.

Can I get a refund?

Monthly subscriptions are non-refundable. Wallet credits can be refunded within 30 days if unused. Contact support for refund requests.

How do I update my billing email?

Invoices are sent to your account email. Update your email in Account Settings to change where invoices are sent.

Is my payment information secure?

Yes. SmartAlex uses Stripe for payment processing. We never store your full card number, only a secure token.

Do you offer annual billing?

Yes. Pay annually on Professional or Real Estate to save vs. monthly billing. Contact sales for Enterprise terms.