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Billing, Plans, and Credits

Billing controls feature access, limits, and credit usage.

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Billing page structure

Most workspaces use two billing views:

• Overview: current plan, credits, auto top-up, usage, billable events
• Billing History: invoice/payment history and cycle records

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Plan model

Plans define:

• available feature families
• usage ceilings
• retention windows
• team and workspace capabilities

Typical feature-gate areas include:

• analytics depth and export surfaces
• conversion and attribution modules
• integration catalog and automation controls
• affiliate program and payout modules
• enterprise identity/governance modules

Plan period typically supports:

• monthly billing
• yearly billing (discounted effective monthly rate)

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Credits and balances

Credits are used for billable analytics/traffic-linked operations depending on your pricing model. Two pools are commonly visible:

• Plan credits: included with subscription and reset each cycle
• Purchased credits: add-on balance that does not expire

Track:

• current balance
• usage over billing period
• auto-recharge status
• top-up and ledger history

Balance operations should be monitored for:

• deduction source correctness (which balance pool is used)
• recharge trigger behavior
• failed recharge fallback behavior
• reconciliation between ledger and visible balance

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Billable event model (typical)

Your workspace can be billed by event class. Typical unit costs:

• click events
• fraud checks (higher unit cost than clicks)
• conversion events

Always validate event mix in the Billable Events panel before finance close.

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Auto top-up behavior

Auto top-up is designed to prevent traffic interruption from low balance. Typical controls:

• enable/disable auto top-up
• threshold amount (trigger when balance drops below this)
• recharge amount (how much to add on trigger)

Operational constraints typically include minimum threshold and minimum recharge amount. Best practices:

• keep auto top-up enabled in production
• use a threshold above your normal hourly burn
• validate payment method availability

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Upgrades, downgrades, and gates

When plan changes occur:

• feature access changes immediately or at billing transition
• locked features become read-only or unavailable
• limits are re-evaluated against current usage

Downgrade readiness checklist:

• verify which modules will be hidden or restricted
• verify custom domains and integrations that exceed target plan policy
• verify retention policy shift implications for reports and exports
• verify role-based access behavior after gate changes

Typical downgrade side effects to pre-check:

• custom domain behavior on lower plans
• API key and webhook access changes
• advanced routing or analytics feature lockouts
• operational access for team members near new plan limits

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Stripe and billing outcomes

Monitor and handle:

• payment success/failure events
• card update requirements
• subscription state changes
• invoice and retry outcomes

Recommended Stripe sandbox validation before launch:

1. initial subscription success
2. payment failure and retry path
3. card replacement and recovery
4. cancellation and downgrade transition
5. webhook reliability and duplicate delivery handling

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Subscription lifecycle states

Common subscription states include:

• active and renewing
• canceled but active until cycle end
• reactivated before cycle-end downgrade

When canceled, workspace often remains functional until the end-of-cycle date.

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Operational runbooks

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Runbook: Low credit risk

1. Check current balance and burn rate.
2. Confirm auto top-up status and payment method.
3. Buy add-on credits if top-up is disabled or failing.
4. Verify billable event mix anomalies (click/fraud/conversion spikes).

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Runbook: Plan migration review

1. Compare current usage against target plan limits.
2. Identify modules that will be hidden/limited.
3. Confirm data retention impact.
4. Validate post-migration access for key operators.

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Best-practice billing operations

• enable auto-recharge with safe thresholds
• review ledger and usage weekly
• test downgrade behavior before production plan migrations

Related:

• /user-guides/manual/monetization/currencies-cost-models-and-fx
• /user-guides/manual/monetization/plan-gate-validation-playbook
• /user-guides/manual/data/data-retention-and-lifecycle