Account & Subscription

Where this lives

Click Settings → Billing in the top nav. The page has four tabs:

• Subscription — your platform plan and current usage
• Payment Methods — saved cards, auto-recharge
• History — every wallet transaction
• Tenant Billing — your Stripe Connect setup (covered in Tenant Billing & Stripe)

The first three are about us billing you. This chapter covers all of them.

Trial → Active

Every new partner account starts in TRIAL state for 14 days. During trial:

• You can do everything the platform supports
• You won't be charged
• A countdown banner appears at the top of every page
• Your trial-end date is shown on the Subscription tab

To activate, click Activate Account on the Subscription tab. You'll need a payment method on file (see Payment Methods below). On activation, your card is charged for the first month's platform fee plus a small initial wallet credit, prorated based on the time left in the current calendar month.

If you don't activate before trial ends, the account is suspended. Suspended accounts can't take inbound calls or place outbound calls. You can reactivate by adding a payment method and clicking Activate Account at any time.

The four platform tiers

Tier	$/mo	Max Extensions	Per-Ext	DID /mo (Local / TF)	Local /min	Toll-Free /min
Starter	$249	300	$3.00	$1.75 / $2.50	$0.020	$0.022
Professional	$549	1,000	$2.00	$1.50 / $2.25	$0.016	$0.019
Business	$999	unlimited	$1.25	$1.25 / $2.00	$0.014	$0.017
Enterprise	custom	unlimited	custom	custom	custom	custom

The monthly fee is your subscription. It covers platform access, support, and infrastructure.

The per-unit rates are what we charge you on top of the subscription, based on what your tenants actually use:

• Per-extension — billed monthly per extension your tenants have provisioned, regardless of usage
• DID monthly rate — billed per phone number assigned to a tenant; local and toll-free DIDs are priced separately (toll-free is more expensive everywhere because the receiving party pays the carrier fee, not the caller)
• Per-minute — billed for actual call time (inbound + outbound). Local and toll-free traffic is metered and rated separately. Toll-free minutes carry a higher per-minute rate on every tier because the upstream carrier surcharges toll-free termination.

You then mark these up and bill your tenants whatever you like. The difference is your margin. Most partners run a 2-5x markup on per-minute and 50-100% on extensions/DIDs.

Why local vs. toll-free is split out

Voice carriers charge us different wholesale rates for local termination vs. toll-free termination, and the gap is not small. Showing them as one blended "per-minute" number would either short-change you on toll-free-heavy tenants or pad the rate for local-only ones. We pass through the distinction so your margin math stays honest.

Rate changes (Terms of Service §6.5)

Per Terms of Service section 6.5, upstream carrier pricing can change at any time without prior notice. When that happens, we update the platform rates prospectively — meaning new charges metered after the change use the new rate, but anything already billed stands. We post any rate change at least 30 days in advance on the Subscription tab and email your billing contact. If you can't accept a change, you can downgrade or cancel before it takes effect.

Changing your plan

On the Subscription tab, click Change Plan. You'll see all three tiers as cards (Enterprise hides behind a "Contact Sales" link). Pick one, click Confirm.

A summary modal appears showing:

• New monthly fee
• Prorated charge for the rest of this month
• Amount to be charged immediately

Click Confirm. The change is instant — your new rates apply going forward.

Upgrades are charged immediately (prorated). Downgrades take effect at the end of the current billing cycle so you're not refunded for the current month.

If you're at the extension cap on Starter and trying to add an 301st extension, you'll get a friendly upgrade prompt instead of a hard error.

The wallet

Your wallet holds prepaid credit. All usage charges (extension monthly, DID monthly, per-minute local, per-minute toll-free) draw from the wallet. Your platform subscription fee is charged separately to your card on the same day each month.

Why a wallet instead of just billing your card monthly? Two reasons:

1. Predictability — you know how much you've prepaid. No surprise bills.
2. Resilience — if your card expires or is declined, your service keeps running until the wallet hits zero. We email you well before that happens.

The wallet balance is visible at the top of the Subscription tab. Click Top Up Wallet to add funds. You'll be charged immediately and the balance updates within seconds.

Auto-recharge

Set this once and forget the wallet exists. Click the Payment Methods tab. Find the Auto-Recharge card.

• Enable auto-recharge when balance falls below $X — recommend $50 for small operations, $500+ for larger
• Recharge amount — how much to add each time the threshold trips. Recommend 4-6 weeks of typical usage so you're not getting recharged daily.

Auto-recharge fires at most once per hour. If a recharge fails (card declined, etc.), we email you immediately and disable auto-recharge until you fix it. Service continues until your wallet hits zero.

Payment methods

The Payment Methods tab shows all saved cards. Click Add Payment Method to attach a new one. We use Stripe Elements — your card data never touches our servers, only Stripe's.

Designate one card as Default. The default card is used for:

• Platform subscription monthly charge
• Wallet top-ups
• Auto-recharge

Delete a card by clicking the trash icon. If you delete the only card on file, auto-recharge is automatically disabled (otherwise we'd have nothing to charge).

ACH/bank account is supported but takes a few days to verify with Stripe — useful for higher-volume partners who want to avoid card processing fees.

Transaction history

The History tab is a complete ledger of every wallet credit and debit. Filter by date range and type (top-up, monthly DID, monthly extension, per-minute local usage, per-minute toll-free usage, refund, manual adjustment).

Export to CSV via the button in the top right. Useful at year-end for accounting.

Subscription invoices

Every monthly platform fee charge generates an invoice. Find them under the History tab — they're flagged as subscription_invoice and have PDFs attached. Download for accounting/tax purposes.