> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Credits & Billing: Plans, Credit Usage, and Payments

> Track your Salestools credit balance, understand what each action costs, manage your plan and seats, renew early, and fix payment issues.

Credits are the fuel for everything Salestools does on your behalf — sending AI-drafted emails, researching prospects, importing leads, and more. Every action Sally takes on your account draws from a monthly credit pool included with your plan. When your credits run low, you can upgrade your plan, renew early to reset the pool immediately, or wait for your next billing cycle. This page explains how credits work, what each operation costs, and how to keep your billing healthy.

<Note>To open the Subscription page, go to **Settings → Subscription**. Your live credit balance also appears as a widget in the sidebar and keeps itself up to date as you work.</Note>

## How the credit bar works

The Subscription page shows your remaining balance as a budget bar. The colour tells you your headroom at a glance:

* 🟢 **Green** — you have plenty of credits remaining (above 30%)
* 🟡 **Amber** — you're below 30% remaining; start thinking about upgrading or renewing
* 🔴 **Red** — you're below 15% remaining; action is recommended to avoid interruptions

Credits reset to your full plan allowance at the start of each billing cycle. Unused credits do **not** roll over.

<Warning>When credits run out, credit-gated actions — like sending AI emails, extracting new prospects, or importing leads — are blocked until you top up. You'll see a message showing how many credits the blocked action needs. Upgrade your plan or use **Renew now** to continue without waiting for your next cycle.</Warning>

<Tip>If you consistently end the month with a large balance, you may be on a higher plan than you need. If you keep running out before the cycle ends, upgrading gives you a larger monthly allowance that better matches your usage.</Tip>

## What each action costs

Pricing is per operation and consistent across the platform. Every credit spend is recorded in **Credit activity** on the Subscription page — an itemised log showing the operation name, description, credits used, and timestamp.

| Action                           | Credits |
| -------------------------------- | ------- |
| Email send (AI Agent)            | 1       |
| AI message generation            | 1       |
| Add prospect to AI Agent         | 1       |
| Search extraction (new prospect) | 1       |
| Prospect → Lead import           | 1       |
| Prospect conversion to lead      | 2       |
| CSV import (prospects)           | 1       |
| Prospect export                  | 1       |

<Note>The authoritative, always-current list lives in the **What costs credits** card on your Subscription page. Check there if you're unsure about a specific operation.</Note>

## Change your plan

<Steps>
  <Step title="Open the plan picker">
    On the Subscription page, find the **Plan** card and click **Change plan**. If you don't have an active plan yet, the button reads **Choose a plan** instead.
  </Step>

  <Step title="Select your billing interval">
    A drawer opens showing the available plans. If both monthly and annual billing are available, use the **Monthly / Annual** toggle at the top to switch between them. Each plan card shows its price, a short description, and how many credits it includes per cycle.
  </Step>

  <Step title="Switch to the new plan">
    Click **Switch** on the plan you want. If checkout is required, you'll be redirected to complete payment. Otherwise the change applies immediately and the Subscription page refreshes with your new plan details.
  </Step>
</Steps>

<Note>Your current plan never appears in the picker. If you're already on the only available plan, the drawer tells you so and provides a link to contact support for custom options.</Note>

## Renew early and reset your credits

If you've used up your monthly credits before the billing cycle ends, you can start a new cycle immediately rather than waiting for the renewal date.

<Steps>
  <Step title="Find the Early renewal option">
    On the **Plan** card, look for the **Early renewal** row. This option only appears when your current plan is eligible for early renewal.
  </Step>

  <Step title="Confirm and renew">
    Click **Renew now** and confirm in the dialogue. Your credits reset to the full plan allowance immediately, and a brand-new billing cycle starts today.
  </Step>
</Steps>

<Warning>Renewing early starts a new billing cycle right away — your previous cycle ends and any remaining credits are replaced by the new full allowance, not added on top. Only renew early if you genuinely need more credits now rather than at your normal renewal date.</Warning>

## Fix a payment issue

If a charge fails, a recovery banner appears at the top of the Subscription page showing the specific problem — for example *Card issue*, *Insufficient funds*, or *Authentication required* — along with guidance tailored to that exact decline reason.

<Steps>
  <Step title="Read the guidance">
    The banner explains what went wrong and what to do next, matched to the actual decline reason from your bank or card network. Read the suggested steps before taking action.
  </Step>

  <Step title="Retry the payment">
    Click **Retry payment** to attempt the charge again with your existing payment method. If extra verification is needed (such as 3D Secure), you'll be redirected to complete it in your bank's interface.
  </Step>

  <Step title="Update your payment method">
    If retrying doesn't work, click **Update payment method** to open the secure billing portal in a new tab. Replace your card details there — changes sync back to Salestools automatically.
  </Step>
</Steps>

<Note>High-urgency issues — such as a past-due payment — also show a **Contact support** link that opens a pre-filled email to the Salestools team. Use this if the standard recovery steps don't resolve the issue.</Note>

## Download invoices and update your card

Salestools manages payment details and invoices through a secure billing portal rather than storing card numbers in the app.

To access the portal, click **Invoices** (top right of the Plan card) or the **Update** button in the **Payment method** row. The portal opens in a new tab where you can download past invoices and update your saved payment method. Changes sync back automatically.

## Teams and seats

The **Seats** row on the Plan card shows how many people are using your subscription. The number of available seats depends on your plan:

| Plan       | Seat limit |
| ---------- | ---------- |
| Startup    | 2 seats    |
| Starter    | 5 seats    |
| Pro        | 10 seats   |
| Enterprise | Unlimited  |

* **Account owners and managers** see the full plan, billing details, seat count, and the complete shared credit pool. Managers can filter **Credit activity** by team member to see who is spending what and on which operations.
* **Team members** see a simplified view: a **Member** badge and a **Your credits** bar showing the allocation carved out of the team's shared pool. Billing and seat management are handled by the account owner.

<Tip>If the team is running low on credits, the account owner can upgrade the plan or renew early — the larger pool flows down automatically to everyone's individual allocation.</Tip>

## FAQ

<Accordion title="Do unused credits roll over to the next month?">
  No. Credits reset to your full plan allowance at the start of each billing cycle. The Subscription page shows your next reset date directly below the credit bar. If you consistently have credits left over, consider whether you're on the right plan size.
</Accordion>

<Accordion title="Why is my credit bar amber or red?">
  The bar turns amber when you drop below 30% of your monthly allowance and red when you fall below 15%. These thresholds are early warnings so you have time to upgrade or renew before credit-gated actions start getting blocked.
</Accordion>

<Accordion title="I'm a team member — why can't I see billing or change the plan?">
  Team members receive a credit allocation from the shared pool, but the plan, payment method, and seat management are controlled by the account owner. Ask your account owner to upgrade the plan or adjust allocations if you're running low.
</Accordion>

<Accordion title="Where do I download an invoice?">
  Click **Invoices** on the Plan card. Salestools opens a secure billing portal in a new tab where your invoices and saved payment card are stored. You can download any past invoice as a PDF from there.
</Accordion>

<Accordion title="My payment failed — what should I do?">
  Follow the recovery banner at the top of the Subscription page. It identifies the exact issue and offers one-click **Retry payment** and **Update payment method** options. For high-urgency issues, a **Contact support** link in the banner opens a pre-filled email to the Salestools team.
</Accordion>

<Accordion title="An action says I don't have enough credits. How do I continue?">
  The error message tells you how many credits the action needs. You have two options: upgrade your plan to get a larger monthly allowance, or click **Renew now** on the Subscription page (when available) to reset your credits and continue immediately.
</Accordion>

<CardGroup cols={2}>
  <Card title="Onboarding" icon="map" href="/getting-started/onboarding">
    Complete the guided setup to activate your free credits and launch your first campaign.
  </Card>

  <Card title="Core Concepts" icon="book" href="/getting-started/core-concepts">
    Understand agents, ICPs, personas, and how Sally works your pipeline.
  </Card>

  <Card title="Quickstart" icon="rocket" href="/getting-started/quickstart">
    The fastest path from sign-up to your first live AI sales agent.
  </Card>

  <Card title="Integrations" icon="plug" href="/setup/integrations">
    Connect your mailbox, CRM, and calendar to unlock the full platform.
  </Card>
</CardGroup>