Skip to main content
A failed plan payment doesn’t lock you out of the workspace — pay the open invoice to reactivate the plan, update your payment method, or manage top-up credits and Auto-Topup.

​
Pay an open plan invoice

If a plan payment fails, paid plan features and included plan credits are removed immediately. The workspace remains accessible so an owner can recover billing:
  1. Open Settings → Plan.
  2. Select Pay invoice to open the latest payable invoice.
  3. If no payable invoice is available, the action opens Manage billing instead.
The paid plan becomes active again after the payment is successfully confirmed.
Purchased top-up credits remain in the wallet after a failed plan payment. Only plan credits and plan-dependent limits or features are removed.

​
Manage billing

The Manage billing card at the end of the Plan page opens:
  • invoice history and invoice PDFs,
  • payment methods,
  • cancellation at the end of the billing period.
Change plans on Settings → Plan, where you can compare available prices, features, and add-ons.

​
Top-up invoices

Successful manual and automatic credit top-ups generate an invoice in the workspace’s billing account. Credits are added only after the payment succeeds. A failed top-up never changes the existing wallet balance.

​
Auto-Topup

Open Settings → Balance to turn on Auto-Topup so the workspace never runs dry mid-campaign. Once enabled, set two amounts:
  • When credit balance drops below — the threshold that triggers a top-up.
  • Top up amount — how much credit to purchase each time the balance crosses that threshold.
The first manual credit purchase on the Balance page saves a card; Auto-Topup reuses that saved card automatically, so no separate card entry is needed once one top-up has gone through. If the balance drops below the threshold and Auto-Topup is off (or unavailable), the workspace instead gets a low-balance notification.
Set the threshold high enough to cover an in-progress call’s credit hold — see How usage is billed for how holds work — so a burst of calls doesn’t outrun the top-up.

​
Refunds and cancellations

Purchased credits are consumed in real time and are not refunded once used. Canceling a paid plan stops the next renewal but does not refund the current billing period — the plan and its included credits remain active until the period ends.

​
API and MCP

The Public API exposes:
  • POST /api/v1/billing/invoice-payment
  • POST /api/v1/billing/portal
Both return a short-lived billing_url on your platform or white-label domain. These two REST endpoints remain available with a valid credential when API Access is paused after a failed plan payment, so an owner can recover billing. Authentication, role, and billing:read scope checks still apply. The equivalent MCP tools are create_invoice_payment_link and create_billing_portal_link. MCP access remains controlled separately by Connect AI / MCP.