Billing

Overview of Billing and Subscription Management

Managing your workspace’s billing and subscription is crucial to ensure uninterrupted use of Salesnode’s powerful features. Each workspace has its own subscription plan, billing cycle, payment methods, and usage quotas, allowing you to tailor the service to your needs and budget. Understanding how to navigate and manage these settings helps you optimize costs and maintain control over your account.

Managing Your Subscription Plans

Your workspace can be on one of several subscription plans: Free, Growth, Pro, or Scale. Each plan offers different features and usage limits tailored to various business sizes and needs. You can easily upgrade or downgrade your plan depending on your current requirements.

When upgrading your plan, you will be charged the updated fee immediately, and any unused time from your current plan will be credited to your account. Downgrading, however, takes effect at the end of your current billing cycle, and the new fee will be charged then.

How to Upgrade or Downgrade Your Plan

1. Navigate to the Sidebar and click on Settings.
2. Select the Billing tab.
3. Choose the Plans section.
4. Click Upgrade or Downgrade next to your current plan.
5. Confirm your selection to apply the changes.

Viewing and Managing Invoices

Keeping track of your invoices is simple and transparent in Salesnode. You can view and download all your past invoices directly from the billing section, making expense tracking and accounting easier.

Steps to Access Invoices

1. Go to Settings from the sidebar.
2. Click on the Billing tab.
3. Scroll to the Invoices section.
4. Select the invoice you want to view or download.

This section also provides an overview of your usage limits based on your current plan, with links to detailed articles explaining these limits.

Using and Adding Credits Plans

Credits are an essential part of your subscription, required for specific actions like annotations or campaign sends. Each subscription plan includes a set amount of credits, but you can increase your credit limit by adding a credits plan.

Adding Credits Plans

1. Navigate to Settings → Billing.
2. Click on Add credits.
3. Choose the credits plan that suits your needs.
4. Confirm your selection to add credits to your workspace.

Credits usage is tracked and shown in your dashboards, helping you monitor consumption and avoid unexpected shortages.

Understanding Credits Usage

• Certain actions, such as sending campaigns or using AI annotations, consume credits.
• Built-in AI models usage will deduct credits from your balance.
• You can also bring your own API keys for AI providers like OpenAI to manage usage separately.

Cancellation and API Key Management

If you decide to cancel your subscription, the process is straightforward and can be completed within the billing settings. Additionally, you can manage your API keys for AI providers, which integrate seamlessly with your workspace.

How to Cancel Your Subscription

1. Open Settings and go to the Billing tab.
2. Click the Cancel button.
3. Confirm your cancellation when prompted.

Adding API Keys for AI Providers

1. In the Billing section, locate the Bring-your-own-key option.
2. Add your API key for providers such as OpenAI.
3. Save the changes to start using your own AI models.