Billing Overview

Access: Use Settings → Account → Billing.

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What Business Users Usually Need Here

Most finance and admin users come to Billing to answer a small set of questions:

• Which plan are we on?
• How much usage have we consumed this month?
• Are extra charges building up?
• Where do I change payment method or download invoices?

If you only need a quick health check, start with Current Subscription. If you are comparing options or planning a change, start with Plans.

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Billing Area

The billing page is organized into tabs. What you actually see depends on the current account’s billing state and your permissions:

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Parent Billing and Billing Transfer

If the current account is still paid by a parent account, the billing area behaves differently:

• parent-billed subaccounts can have billing-management actions disabled
• the platform blocks plan-changing actions until the account can manage its own billing
• some users can still see Usage if their role includes usage access

During an active billing transfer, the Current Subscription area can switch into a guided setup state instead of showing the normal subscription summary. In that state, the parent account is still temporarily paying while the client adds a payment method and chooses a plan.

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How Charges Are Calculated

itellicoAI combines plan billing with usage-based charges:

• Plan subscription: your base plan and billing period (monthly or annual)
• Usage overage: billed when usage exceeds included minutes
• Extra charges: premium providers, recording, outbound connection, and other billable items
• Phone number charges: number rental/setup costs and telephony-related charges where applicable

When extra charges are present, a Pending Extra Charges card appears in Current Subscription. Check it during the month to avoid end-of-cycle surprises. See Usage Pricing for the full breakdown.

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Payment Methods and Invoice History

For active paid plans, use Manage Billing to open the secure billing portal. From there, you can typically:

• update payment methods
• review invoice history
• handle subscription-level billing details managed by the payment provider

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Permissions and Visibility

• You need Billing access to manage plans or subscription details.
• Plan-changing actions require manage billing permission.
• The Usage tab appears only when your role can read usage data.
• Billing and Usage permissions are evaluated separately, so some roles can view usage without changing plans.

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Next Steps