Billing

Overview

The Billing page is your financial hub. Here you manage your account balance, payment methods, company details, and review your transaction history and usage.

Balance

At the top of the page, a card displays your Available Balance — the funds currently in your account. If you're in Europe, the balance is shown in your local currency with the USD equivalent below.

Click Add funds to top up your balance. Before your first payment, you'll be prompted to complete your company profile and add a payment method.

Quick links below the balance let you:

• Company details — Open the company information form.
• Stripe portal — Access your Stripe billing portal for invoices and payment history.

Usage overview

Below the balance card, usage cards summarize your current month's spending across three categories:

• Lead Spending — Total spent on leads, number of leads received, active subscriptions, and your remaining budget.
• Calling — Call spending, total calls made, and minutes used.
• Claude Agent — AI agent costs, number of requests, and tokens consumed.

Billing tab

The Billing tab shows your payment methods and auto-recharge settings:

Payment methods

You can view your saved payment methods (credit/debit cards). From here you can:

• Add a new payment method — Opens a dialog to enter your card details via Stripe.
• Delete a payment method — Remove a saved card.

Auto-recharge

If you have active lead plan subscriptions, you can configure auto-recharge to automatically top up your balance when it runs low. This ensures uninterrupted lead delivery.

Transaction history tab

Switch to the Transaction History tab to see a paginated list of all transactions on your account. Each entry shows the date, description, amount, and status.

Adding funds

When you click Add funds:

1. If your company profile is incomplete, a Complete Company Profile dialog appears first. Fill in your company name, registration number, phone, and address, then click Save Company Information.
2. If you have no payment methods, you'll be prompted to add one.
3. Once both are set, the Add Funds dialog shows your saved payment methods. Select one, enter the amount, and click Pay.

A confirmation toast appears when the payment is processed successfully, and your balance updates immediately.