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.
- Billing: plan, invoices, invoice emails (with a CC).
- Credit history: every charge and refund, by source.
- 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.
Choose or change your plan
Go to Billing and click Change plan (on a trial, any Upgrade button opens the same page).
- 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.
- 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.
- Tick Save 30% with annual billing to pay yearly.
- Check the summary, then Subscribe Now.
- 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
- Cancel or pause your plan, and restarting it.
- Trials, offers and lifetime deal codes.
Every control on this screen
Every button, field and switch, with what it does.
Billing & plan · 109 controlsNeeds: billing
| Invoice emails card | Shows information | |
| Invoice emails switch | Switch · saves by itself | |
| CC (optional) | Text box | |
| Save (invoice emails) | Button · changes your account | |
| Change recipients (invoice emails) | Shows information | shows once the switch is on |
| Send invoices to | Text box | empty = the account owner |
| Cancel (invoice emails) | Shows information | |
| Plan status (Active / Payment issue / Cancels / Paused) | Shows information | |
| Account suspended — payment required | Shows 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 required | Shows 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 banner | Shows information | |
| ▶ Unpause now → | Opens a panel or page | restarts billingAccount owner only |
| Plan change scheduled banner | Shows information | |
| ✕ Cancel scheduled change | Button · changes your account | acts on one click, no confirm step |
| Cancels on <date> banner | Shows information | |
| ↩ Reactivate subscription → (banner) | Opens a panel or page | restarts billing |
| Plan card (tier, leads/mo, price, customer since) | Shows information | |
| Usage this period (left, reset date) | Shows information | |
| Rollover leads left | Shows information | |
| What happens when my leads run out (auto top-up note) | Shows information | |
| Switch to annual and save | Shows information | ?annual=1 scrolls to it; also on /upgrade when changing plan |
| Switch to annual | Opens a panel or page | |
| Confirm — pay $X/year | Opens a panel or page | charges now |
| Cancel (switch to annual) | Shows information | |
| You are on annual billing | Shows information | |
| Done (annual switch) | Shows information | |
| Rollover leads card (buy one-off leads) | Shows information | also on the upgrade success screen |
| Buy one-off rollover leads | Opens a panel or page | |
| 100 / 250 / 500 / 1,000 leads | Opens a panel or page | |
| Rollover leads to add now | Opens a panel or page | |
| Buy N credits for $X | Opens a panel or page | charged now, non-refundable |
| Cancel (buy leads) | Shows information | |
| Auto top-up card | Shows information | |
| Auto top-up switch | Switch · saves by itself | off saves at once; on with no pack opens the edit form |
| Edit (auto top-up) | Shows information | only shown while auto top-up is on |
| Leads to add each time (presets) | Button · changes your account | |
| Leads to add each time you run out | Text box | |
| Monthly spend limit: Recommended | Button · changes your account | |
| Monthly spend limit: Extra headroom | Button · changes your account | |
| Monthly spend limit: No limit | Button · changes your account | |
| Monthly spend limit (USD) | Text box | never 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 limit | Shows information | |
| Last top-up failed | Shows information | |
| Add-on: LinkedIn Verification | Shows information | |
| Add-on: Email Waterfall | Shows information | |
| Add-on: Session Recordings ($9/mo, LTD) | Shows information | |
| Enable / Disable LinkedIn Verification | Opens a panel or page | ?addon=li opens the confirm |
| Enable / Disable Email Waterfall | Opens a panel or page | ?addon=email opens the confirm |
| Enable / Disable Session Recordings | Opens 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-on | Opens a panel or page | prorated charge |
| Cancel (add-on dialog) | Shows information | |
| × (add-on dialog) | Shows information | |
| Outreach domain (expiry) | Shows information | |
| Domain auto-renew switch | Button · changes your account | saves on click; first domain in the list |
| Edit (business details) | Shows information | |
| Set up → (business details) | Shows information | |
| Business details on invoices | Shows information | |
| Business details dialog | Shows information | |
| Company name | Text box | |
| VAT / Tax number | Text box | |
| Invoice recipient email | Text box | |
| Address | Text box | |
| City | Text box | |
| Country | Text box | |
| Save details | Button · changes your account | |
| Cancel (business details) | Shows information | |
| × (business details) | Shows information | |
| + Add card | Opens a panel or page | |
| Add one → (no saved cards) | Opens a panel or page | |
| Add a payment card dialog | Shows information | |
| Cardholder name | Opens a panel or page | |
| Card details (Stripe) | Opens a panel or page | secure Stripe field — the customer types the card |
| Save card → | Opens a panel or page | the new card becomes the default |
| Cancel (add card) | Shows information | |
| Saved card (brand, last 4, expiry, Default) | Shows information | |
| Set as default | Button · changes your account | acts on one click |
| Remove card | Opens a panel or page | the last card cannot go while a subscription is active |
| Yes, remove (card) | Opens a panel or page | |
| Keep (card) | Shows information | |
| Outstanding invoices | Shows 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 invoices | Shows information | |
| Invoice (amount, Paid / Refunded / Void) | Shows information | |
| Invoice PDF | Shows information | |
| Pay now → (open invoice) | Opens a panel or page | |
| Load older invoices | Shows information | |
| See every lead that used a credit → | Shows information | |
| Get your referral link → | Shows information | |
| Everything included | Shows information | |
| Next charge / Resumes / Cancels | Shows information | |
| Plan, leads/month, cycle, price, discount, credits refresh | Shows information | |
| Change plan → | Opens a panel or page | opens the plan picker (upgrade / downgrade) |
| Cancel plan | Opens a panel or page | opens the cancel flow; pausing is offered inside it |
| ↩ Reactivate subscription | Opens a panel or page | |
| Discount applied | Shows information | |
| Email support | Shows information | |
| Book a setup call | Shows information |
Billing — only the owner can manage it (teammates) · 3 controls
| Only the account owner can manage billing | Shows information | |
| Owner email (mailto) | Shows information | |
| ← Back to my leads | Shows information |
Upgrade — choose your plan · 43 controls
| Choose your plan | Shows information | |
| 50% off your first month banner | Shows information | |
| Lifetime deal — leads included banner | Shows information | |
| Subscription paused banner | Shows information | its unpause button is paused-unpause |
| How many leads per month? | Shows information | |
| Leads per month slider | Button | drag; locked when a deal is applied |
| More → (higher volumes) | Button | |
| Smaller plan note | Shows information | |
| Exclude who you do not sell to (cut the bill) | Shows information | |
| Remove the discount? dialog | Shows information | |
| Keep the discount | Button | |
| Remove it and go smaller | Opens a panel or page | |
| Optional power-ups | Shows information | |
| Power-up: LinkedIn Verification | Shows information | click switches it on/off in the price |
| Power-up: Email Waterfall | Shows information | |
| Power-up: Inbox Creation | Shows information | LTD 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 LTD | Shows information | |
| LTD White-label | Shows information | click 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 / year | Shows information | |
| Save 30% with annual billing | Tick box | not shown when changing an existing plan |
| Price breakdown | Shows information | |
| Charged today / credits / next charge (plan change) | Shows information | |
| Confirm upgrade — pay $X today / Schedule downgrade | Opens a panel or page | downgrade asks once more |
| Cancel (downgrade) | Shows information | |
| Subscribe Now — $X/mo → | Opens a panel or page | goes to the payment step |
| Bonuses when you subscribe today | Shows information | |
| Bonus (expand for details) | Shows information | |
| Power-ups summary | Shows information | |
| 🎟️ Your LTD codes (show / hide) | Shows information | |
| LTD codes and their status | Shows information | |
| Invoice emails switch (plan change) | Button | |
| Already subscribed? Manage billing → | Shows information |
Upgrade — payment step (after Subscribe) · 20 controls
| ← Change plan | Shows information | |
| Payment details | Shows information | |
| Saved card | Opens a panel or page | |
| + Use a new card | Opens a panel or page | |
| Cardholder name | Opens a panel or page | |
| Card details (Stripe) | Opens a panel or page | secure Stripe field — the customer types the card |
| Promo code | Text box | Enter applies it |
| Apply (promo code) | Button | |
| Remove (promo code) | Button | |
| Subscribe — $X/mo → / Pay $X/mo | Opens a panel or page | charges the card |
| Set up → (business details) | Shows information | |
| Edit / Cancel (business details) | Shows information | |
| Company name | Text box | |
| VAT / Tax number | Text box | |
| Address | Text box | |
| City | Text box | |
| Country | Text box | |
| Save details | Button · changes your account | |
| Cancel (business details) | Shows information | |
| Order summary | Shows information |
Upgrade — success · 8 controls
| Plan upgraded / Downgrade scheduled / You are live | Shows information | |
| Never stop identifying visitors (auto top-up offer) | Shows information | |
| Recommended (auto top-up) | Button · changes your account | |
| More headroom (auto top-up) | Button · changes your account | |
| Turn on auto top-up | Button · changes your account | |
| No thanks — pause visitors when my leads run out | Shows information | |
| Invoice emails switch | Button | |
| Go to Dashboard → | Shows information |
Credit history · 13 controlsNeeds: leads view
| Billing cycle | Drop-down | only shown with more than one cycle; values are 0 = current, 1 = previous… |
| Plan leads, used, left now, cycle renews | Shows information | |
| How this cycle adds up | Shows information | |
| What we never charge for | Shows information | |
| By source | Shows information | |
| Daily credit usage | Shows information | |
| Search person, email or company | Text box | |
| Type (charges / refunds) | Drop-down | Options: CHARGE, REFUND |
| Source | Drop-down | |
| Workspace | Drop-down | only with more than one website |
| Export CSV | Shows information | |
| Transactions (date, lead, why, credits, balance) | Shows information | |
| Show more | Shows information |