PlatformDocs

Plan, billing & credits

Your plan, who can manage it, invoices and how credits are used.

Billing shows your plan, invoices and payment method; Credit history shows every credit used and refunded.

Who can manage billing: before your account pays (trial or expired trial), anyone on the team can open Billing and upgrade. Once it pays, only the account owner and teammates with the Billing & plan permission can; other teammates see who the owner is and can ask them. The owner gives that permission under Team.

Try it on the real dashboard
Try it on the real dashboard
  1. Billing: plan, invoices, invoice emails (with a CC).
  2. Credit history: every charge and refund, by source.
  3. Change, pause or cancel the plan from Billing (owner or the Billing & plan permission). A cancelled plan stays usable until the end of the period you paid for, and you can restart it before then.
Try it on the real dashboard

Choose or change your plan

Try it on the real dashboard

Go to Billing and click Change plan (on a trial, any Upgrade button opens the same page).

  1. How many leads per month? Move the slider; the price follows your volume. Excluding people you don't sell to (your ICP) keeps the number you need lower.
  2. Optional power-ups add to the price per lead: LinkedIn Verification, Email Waterfall, Inbox Creation (mailboxes and domains for your campaigns) and, from 10,000 leads a month, White-label.
  3. Tick Save 30% with annual billing to pay yearly.
  4. Check the summary, then Subscribe Now.
  5. Pay: use your saved card or + Use a new card. Have a promo code? Type it and click Apply. To put your company name, VAT or tax number and address on your invoices, click Set up next to business details and Save details. Then confirm the payment. You can add or change them later on the Billing page (business details, Edit); they apply to the next invoices.

On a paid plan, the same page changes it. More leads: the difference is charged today and the extra credits are added straight away. Fewer leads: the change is scheduled for your next billing date, and nothing is charged or refunded now.

How credits are used

One credit is used for each new lead, and every one is listed in Credit history with your balance before and after. Your plan includes a number of leads per billing cycle; leads bought on top are used only after those run out, at your plan's price per lead.

Never charged:

  • Returning visitors. A person is charged once; coming back is free.
  • Duplicates. If the same lead is created twice, the copy is removed and refunded.
  • Leads your Lead quality bar, ICP or Qualify rules block. They are never shown, so never charged.
  • Your own team. Visits from you and your teammates are free.

Hiding or deleting a lead does not give the credit back, because you were shown it. To get this cycle's credits back for leads you don't want, raise the Lead quality bar on the Leads page and remove the leads under it.

When your leads run out

If you use all your plan's leads before it renews, new website visitors stop being identified until the next billing date. To keep going:

  • Auto top-up adds a pack of leads each time you run out, at your plan's price per lead with no extra fee, and never spends more than the monthly limit you set. Turn it on in the auto top-up card on Billing (it is also offered right after you subscribe), and change or switch it off there any time.
  • Buy extra leads once from the rollover leads card on Billing. Bought leads roll over until you use them.
  • Or move to a bigger plan under Choose or change your plan.

Common questions

What is a credit? What is a lead? A lead is one person Platform identified for you (a website visitor, or someone found by Prospector, AI Scout, Web Scraping or 3rd-party intent). A credit is what one lead costs: your plan gives you a number of credits per billing cycle and each new lead uses one. The same person coming back is free.

What happens when my trial ends? New leads stop; nothing is deleted. Your leads, Qualify, automations, Slack, CRM, webhooks and alerts keep working. Details: When your trial ends.

What happens when I run out of credits? New visitors stop being identified until your next billing date; everything else keeps working. On a paid plan, auto top-up buys a pack of leads the moment you run out, at your plan's price per lead, within the monthly limit you set; or buy extra leads once, or move up a plan (When your leads run out). Auto top-up needs an active paid plan with a card on file; it does not run on a trial, a lifetime deal or a paused plan.

Do unused leads roll over? Your plan's leads refresh at each billing date. Leads you bought on top (rollover leads, auto top-up packs) stay until you use them.

Can I pause instead of cancelling? Yes, for 1 to 6 months: nothing is charged, no new leads come in, and the plan resumes by itself (Cancel or pause your plan).

Who can see and change billing? The account owner and teammates with the Billing & plan permission (anyone, while the account is still on a trial). Other teammates see the owner's email so they can ask.

How do I put my company name and VAT number on invoices? Billing → business details → Set up (or Edit), fill in the company name, VAT or tax number and address, then Save details. They appear on the next invoices.

More on billing

Every control on this screen

Every button, field and switch, with what it does.

Billing & plan · 109 controlsNeeds: billing
Invoice emails cardShows information
Invoice emails switchSwitch · saves by itself
CC (optional)Text box
Save (invoice emails)Button · changes your account
Change recipients (invoice emails)Shows informationshows once the switch is on
Send invoices toText boxempty = the account owner
Cancel (invoice emails)Shows information
Plan status (Active / Payment issue / Cancels / Paused)Shows information
Account suspended — payment requiredShows information
Pay outstanding invoice →Opens a panel or page
+ Add new card → (suspended banner)Opens a panel or page
Contact support (suspended banner)Shows information
Payment failed — action requiredShows information
Pay now → (payment failed banner)Opens a panel or page
Update payment method → (opens the Stripe portal)Opens a panel or page
Update card (opens the Stripe portal)Opens a panel or page
Subscription paused bannerShows information
▶ Unpause now →Opens a panel or pagerestarts billingAccount owner only
Plan change scheduled bannerShows information
✕ Cancel scheduled changeButton · changes your accountacts on one click, no confirm step
Cancels on <date> bannerShows information
↩ Reactivate subscription → (banner)Opens a panel or pagerestarts billing
Plan card (tier, leads/mo, price, customer since)Shows information
Usage this period (left, reset date)Shows information
Rollover leads leftShows information
What happens when my leads run out (auto top-up note)Shows information
Switch to annual and saveShows information?annual=1 scrolls to it; also on /upgrade when changing plan
Switch to annualOpens a panel or page
Confirm — pay $X/yearOpens a panel or pagecharges now
Cancel (switch to annual)Shows information
You are on annual billingShows information
Done (annual switch)Shows information
Rollover leads card (buy one-off leads)Shows informationalso on the upgrade success screen
Buy one-off rollover leadsOpens a panel or page
100 / 250 / 500 / 1,000 leadsOpens a panel or page
Rollover leads to add nowOpens a panel or page
Buy N credits for $XOpens a panel or pagecharged now, non-refundable
Cancel (buy leads)Shows information
Auto top-up cardShows information
Auto top-up switchSwitch · saves by itselfoff saves at once; on with no pack opens the edit form
Edit (auto top-up)Shows informationonly shown while auto top-up is on
Leads to add each time (presets)Button · changes your account
Leads to add each time you run outText box
Monthly spend limit: Extra headroomButton · changes your account
Monthly spend limit: No limitButton · changes your account
Monthly spend limit (USD)Text boxnever below the plan price; empty = no limit
Save / Turn on (auto top-up)Button · changes your account
Cancel (auto top-up)Shows information
Spent this cycle / monthly limitShows information
Last top-up failedShows information
Add-on: LinkedIn VerificationShows information
Add-on: Email WaterfallShows information
Add-on: Session Recordings ($9/mo, LTD)Shows information
Enable / Disable LinkedIn VerificationOpens a panel or page?addon=li opens the confirm
Enable / Disable Email WaterfallOpens a panel or page?addon=email opens the confirm
Enable / Disable Session RecordingsOpens a panel or page?addon=rec opens the confirm
Upgrade to enable (add-ons)Shows information
Enable / Disable add-on dialog (charge today, next cycle)Shows information
Confirm — $X now / Disable add-onOpens a panel or pageprorated charge
Cancel (add-on dialog)Shows information
× (add-on dialog)Shows information
Outreach domain (expiry)Shows information
Domain auto-renew switchButton · changes your accountsaves on click; first domain in the list
Edit (business details)Shows information
Set up → (business details)Shows information
Business details on invoicesShows information
Business details dialogShows information
Company nameText box
VAT / Tax numberText box
Invoice recipient emailText box
AddressText box
CityText box
CountryText box
Save detailsButton · changes your account
Cancel (business details)Shows information
× (business details)Shows information
+ Add cardOpens a panel or page
Add one → (no saved cards)Opens a panel or page
Add a payment card dialogShows information
Cardholder nameOpens a panel or page
Card details (Stripe)Opens a panel or pagesecure Stripe field — the customer types the card
Save card →Opens a panel or pagethe new card becomes the default
Cancel (add card)Shows information
Saved card (brand, last 4, expiry, Default)Shows information
Set as defaultButton · changes your accountacts on one click
Remove cardOpens a panel or pagethe last card cannot go while a subscription is active
Yes, remove (card)Opens a panel or page
Keep (card)Shows information
Outstanding invoicesShows information
Pay now → (outstanding invoice)Opens a panel or page
Upcoming invoice (renewal in ≤10 days)Shows information
💳 Pay invoice → (renewal early)Opens a panel or page
Recent invoicesShows information
Invoice (amount, Paid / Refunded / Void)Shows information
Invoice PDFShows information
Pay now → (open invoice)Opens a panel or page
Load older invoicesShows information
Everything includedShows information
Next charge / Resumes / CancelsShows information
Plan, leads/month, cycle, price, discount, credits refreshShows information
Change plan →Opens a panel or pageopens the plan picker (upgrade / downgrade)
Cancel planOpens a panel or pageopens the cancel flow; pausing is offered inside it
↩ Reactivate subscriptionOpens a panel or page
Discount appliedShows information
Email supportShows information
Book a setup callShows information
Billing — only the owner can manage it (teammates) · 3 controls
Only the account owner can manage billingShows information
Owner email (mailto)Shows information
← Back to my leadsShows information
Upgrade — choose your plan · 43 controls
Choose your planShows information
50% off your first month bannerShows information
Lifetime deal — leads included bannerShows information
Subscription paused bannerShows informationits unpause button is paused-unpause
How many leads per month?Shows information
Leads per month sliderButtondrag; locked when a deal is applied
More → (higher volumes)Button
Smaller plan noteShows information
Exclude who you do not sell to (cut the bill)Shows information
Remove the discount? dialogShows information
Keep the discountButton
Remove it and go smallerOpens a panel or page
Optional power-upsShows information
Power-up: LinkedIn VerificationShows informationclick switches it on/off in the price
Power-up: Email WaterfallShows information
Power-up: Inbox CreationShows informationLTD goes to the mailbox wizard
Power-up: White-label (min 10,000 leads)Shows information
Power-up: Session Recordings ($9/mo, LTD)Shows information
Learn more → (power-up)Shows information
Sequence steps per lead −Button
Sequence steps per lead +Button
Inbox cost breakdown (domains, mailboxes)Shows information
Optimize articles pack (beta)Shows information
Add-ons for LTDShows information
LTD White-labelShows informationclick switches it on/off in the price
Additional websites −Button
Additional websites +Button
What $X per lead buys you (included features)Shows information
Included feature (pick to read it)Shows information
Your plan: price per month / yearShows information
Save 30% with annual billingTick boxnot shown when changing an existing plan
Price breakdownShows information
Charged today / credits / next charge (plan change)Shows information
Confirm upgrade — pay $X today / Schedule downgradeOpens a panel or pagedowngrade asks once more
Cancel (downgrade)Shows information
Subscribe Now — $X/mo →Opens a panel or pagegoes to the payment step
Bonuses when you subscribe todayShows information
Bonus (expand for details)Shows information
Power-ups summaryShows information
🎟️ Your LTD codes (show / hide)Shows information
LTD codes and their statusShows information
Invoice emails switch (plan change)Button
Already subscribed? Manage billing →Shows information
Upgrade — payment step (after Subscribe) · 20 controls
← Change planShows information
Payment detailsShows information
Saved cardOpens a panel or page
+ Use a new cardOpens a panel or page
Cardholder nameOpens a panel or page
Card details (Stripe)Opens a panel or pagesecure Stripe field — the customer types the card
Promo codeText boxEnter applies it
Apply (promo code)Button
Remove (promo code)Button
Subscribe — $X/mo → / Pay $X/moOpens a panel or pagecharges the card
Set up → (business details)Shows information
Edit / Cancel (business details)Shows information
Company nameText box
VAT / Tax numberText box
AddressText box
CityText box
CountryText box
Save detailsButton · changes your account
Cancel (business details)Shows information
Order summaryShows information
Upgrade — success · 8 controls
Plan upgraded / Downgrade scheduled / You are liveShows information
Never stop identifying visitors (auto top-up offer)Shows information
More headroom (auto top-up)Button · changes your account
Turn on auto top-upButton · changes your account
No thanks — pause visitors when my leads run outShows information
Invoice emails switchButton
Go to Dashboard →Shows information
Credit history · 13 controlsNeeds: leads view
Billing cycleDrop-downonly shown with more than one cycle; values are 0 = current, 1 = previous…
Plan leads, used, left now, cycle renewsShows information
How this cycle adds upShows information
What we never charge forShows information
By sourceShows information
Daily credit usageShows information
Type (charges / refunds)Drop-downOptions: CHARGE, REFUND
SourceDrop-down
WorkspaceDrop-downonly with more than one website
Export CSVShows information
Transactions (date, lead, why, credits, balance)Shows information
Show moreShows information

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