Billing

This ensures your account remains active and up to date, with clear visibility into your balance, usage, and subscription details.

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Account Balance and Usage

Under Settings → Billing, you can monitor your available funds and current spend in real time. Here, you’ll also find your credit usage metrics for:

• Inbox – messages and conversations
• Calling – outbound and inbound calls
• Text Marketing – campaign sends and follow-ups

These insights help you track resource usage and plan ahead for upcoming campaigns or call activity.

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Managing Payments

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Upgrade Plan

Select Upgrade Plan to switch to a higher-tier plan or unlock additional features. Your plan details and rates are displayed so you can easily compare options and adjust based on your business needs.

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Add Payment Method

Add or update your payment method to ensure seamless billing and uninterrupted service. SalesCaptain supports major credit and debit cards for quick and secure payments.

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Add Funds

If you’re on a prepaid account, you can add funds to your balance directly from the Billing page. Your new balance updates automatically once the transaction is complete.

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Statements and Payments

The Statements & Payments section gives you a clear record of all past transactions.

• View transaction history to see your payment activity and billing cycles.
• Download receipts for accounting or reimbursement purposes.
• Check payment status to verify successful renewals or fund additions.

This ensures complete transparency for every charge and payment related to your SalesCaptain account.

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Manage Subscription

The Manage Subscription tab provides full control over your active plan and account setup. You can:

• View subscription details, including plan type and renewal date.
• Manage workspaces for different locations or departments.
• Add or remove phone numbers associated with each workspace.
• Create new workspaces to expand your operations while keeping billing unified.

These options make it easy to scale as your business grows without losing visibility or control over billing.

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Best Practices

• Review your credit usage regularly to prevent interruptions in service.
• Keep payment details up to date to avoid failed renewals.
• Download monthly statements for clear bookkeeping records.
• Use workspaces to separate billing and analytics across different business locations.
• Adjust your plan as your messaging, calling, or campaign volume increases.