> ## 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.

# Manage Your Salestools Subscription Plan and Billing

> Track credits in real time, switch plans, update your payment method, resolve failed payments, and review a full credit activity log.

Your Subscription settings give you a single place to see which plan you are on, how many credits you have left this cycle, and exactly what every action across Salestools costs. Account owners can change plans, update their payment method, and resolve payment problems here. Team members see their personal credit allocation assigned by the account owner.

Open this page at **Settings → Account → Subscription**.

## What you can do

* **See your plan at a glance** — plan name, price, billing interval, and renewal date, with a **Current** badge when the subscription is active.
* **Track credits in real time** — a remaining-budget bar shows credits left vs. your monthly allotment, and turns amber then red as you run low.
* **Change plans** — open the plan picker, toggle between **Monthly** and **Annual**, and switch to any other available plan.
* **Manage your payment method** — update your card in the secure billing portal.
* **View invoices** — open your billing portal to download past invoices.
* **Renew early** — reset your credits and start a fresh billing cycle today (when available).
* **Recover from failed payments** — get tailored guidance and retry the charge when a payment fails.
* **Review credit activity** — a live, newest-first log of every credit spend across your account.
* **See per-operation pricing** — exactly how many credits each action costs.
* **Check billing history** — owners get a record of past plans, renewal dates, and prices.

## Understanding your credits

Credits are the shared currency for everything Salestools does on your behalf — sending emails, generating AI messages, extracting prospects, and importing leads. Your plan includes a monthly credit allotment that **resets at the start of each billing cycle**.

The **Credits** bar shows how many credits remain. The fill color shifts as you draw down:

* **Full bar** — plenty of credits remaining.
* **Amber** — under 30% remaining; consider upgrading or planning an early renewal.
* **Red** — under 15% remaining; action is recommended soon.

<Warning>
  When the credits bar turns red (under 15%), Sally may not be able to complete ongoing outreach sequences. Upgrade your plan or renew early to avoid disruption.
</Warning>

<Tip>
  If you are an account owner, the credits bar reflects your whole team's shared pool. If you are a team member, it shows only the personal allocation your owner assigned to you.
</Tip>

### Credit costs per operation

| Operation                        | 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       |

## How to change your plan

<Steps>
  <Step title="Open the plan picker">
    On the **Plan** card, click **Change plan**. A side drawer opens listing every plan available to your account.
  </Step>

  <Step title="Pick a billing interval">
    Use the **Monthly / Annual** toggle at the top of the drawer to switch between billing intervals. Annual plans are billed once a year and typically offer a lower effective monthly rate.
  </Step>

  <Step title="Choose a plan and switch">
    Each plan card shows its price, included credits, and a short description. The most popular option is flagged with a **Popular** badge. Click **Switch** on the plan you want to select.
  </Step>

  <Step title="Complete checkout if prompted">
    Depending on the type of change, you may be taken to a secure checkout page to confirm payment. Once complete, you return to this page and your new plan displays the **Current** badge.
  </Step>
</Steps>

<Note>
  The plan picker only lists plans other than the one you are currently on. If no options appear, you are already on the top tier — contact support to discuss your options.
</Note>

## How to update your payment method

<Steps>
  <Step title="Locate the Payment method row">
    On the **Plan** card, find the **Payment method** row. Your card details are managed in a secure external billing portal and are not stored in the Salestools app itself.
  </Step>

  <Step title="Open the billing portal">
    Click **Update**. The billing portal opens in a new tab where you can add or replace your card.
  </Step>

  <Step title="Save your changes">
    Update your card in the portal and save. The change applies to your next charge automatically.
  </Step>
</Steps>

## How to view and download invoices

<Steps>
  <Step title="Click Invoices">
    On the **Plan** card, click **Invoices**. This opens the same secure billing portal in a new tab.
  </Step>

  <Step title="Download what you need">
    From the portal, view and download past invoices and receipts for your records or accounting team.
  </Step>
</Steps>

## How to renew early

Renewing early resets your credits immediately and starts a new billing cycle today — useful when you have run out of credits before your scheduled renewal date.

<Steps>
  <Step title="Find the Early renewal row">
    If your plan supports early renewal, an **Early renewal** row appears on the **Plan** card.
  </Step>

  <Step title="Confirm the renewal">
    Click **Renew now**. A confirmation dialog appears because this action resets your credit balance and begins a fresh billing cycle — and charge — immediately.
  </Step>
</Steps>

<Warning>
  Early renewal resets your credit usage to zero and triggers a new billing cycle and charge right away. Only renew early if you genuinely need more credits before your next scheduled reset.
</Warning>

## How to resolve a failed payment

If a payment fails, a banner appears at the top of the page with a title matching the specific problem. Each scenario has tailored resolution steps:

<AccordionGroup>
  <Accordion title="Card issue">
    Your card was declined due to a general card error. Verify your card number, expiry date, and CVV are correct, then click **Retry payment**. If the error persists, contact your card issuer or click **Update payment method** to try a different card.
  </Accordion>

  <Accordion title="Insufficient funds">
    Your card did not have enough funds to cover the charge. Add funds to the account associated with your card, then click **Retry payment**. Alternatively, click **Update payment method** to use a different card.
  </Accordion>

  <Accordion title="Authentication required">
    Your bank requires additional verification (such as 3D Secure). Click **Retry payment** — you will be redirected to complete the authentication step with your bank before the charge goes through.
  </Accordion>

  <Accordion title="Payment past due">
    Your account has an overdue balance. Click **Retry payment** to attempt the charge again with your current card, or click **Update payment method** to switch cards first. For urgent situations, click **Contact support** to reach the Salestools team directly.
  </Accordion>
</AccordionGroup>

## How to review credit activity

<Steps>
  <Step title="Open the Credit activity card">
    Scroll to **Credit activity** on the Subscription page to see your most recent credit spends, displayed newest first. Each row shows the operation type, a short description, the number of credits used, and how long ago it happened.
  </Step>

  <Step title="Filter by team member (managers only)">
    If you are a manager with more than one team member, use the **All members** dropdown to focus the log on a specific person.
  </Step>

  <Step title="Refresh for the latest data">
    Click **Refresh** to pull in the newest activity at any time.
  </Step>
</Steps>

## Team members vs. account owners

What you see on this page depends on your role:

* **Account owners and managers** see the full Plan card, can change plans, manage payment details and invoices, renew early, and review billing history. The credits bar reflects the team's shared pool.
* **Team members** see a simplified Plan card marked **Member**, showing only their personal credit allocation. All billing and seat management is handled by the account owner.

## FAQ

<AccordionGroup>
  <Accordion title="When do my credits reset?">
    Credits reset at the start of each billing cycle. The **Credits** row shows the exact next reset date. You can also reset them immediately with **Renew now** if early renewal is available on your plan.
  </Accordion>

  <Accordion title="Where are my card details stored?">
    Your card is never stored inside Salestools. It's managed in a secure external billing portal, which you reach via the **Update** or **Invoices** buttons. Those open in a new tab.
  </Accordion>

  <Accordion title="Why don't I see a Change plan button?">
    You're likely signed in as a team member rather than the account owner. Plan changes, payment, and invoices are managed by the owner of your team's subscription.
  </Accordion>

  <Accordion title="What happens when I switch plans?">
    Switching moves you to the new plan and its credit allotment. If you want a clean start with a fresh credit balance and cycle, use **Renew now** (when early renewal is available). If you're unsure how a specific change affects your current cycle, contact support before switching.
  </Accordion>

  <Accordion title="My credits show as full but I've been using the app — is that wrong?">
    A freshly renewed or newly switched plan starts the cycle at zero usage, so the bar reads as full. Check the **Credit activity** log to confirm recent spends are being recorded.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="The billing portal won't open">
    If clicking **Invoices** or **Update** shows an error, the portal may be temporarily unavailable. Wait a moment and try again. If it persists, contact [support@salestools.io](mailto:support@salestools.io).
  </Accordion>

  <Accordion title="My retry keeps failing">
    Repeated failures usually mean a card problem — expired, insufficient funds, or a block from your bank. Use **Update payment method** to switch cards, or contact your bank to authorize the charge, then retry.
  </Accordion>

  <Accordion title="Credit activity is empty">
    If the log shows "No credit activity yet," no credits have been spent in the current view. Managers can switch the member filter to **All members**, then click **Refresh**.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Settings" icon="gear" href="/setup/settings">
    Configure your account, team roles, and workspace preferences.
  </Card>

  <Card title="Integrations" icon="plug" href="/setup/integrations">
    Connect mailboxes, CRMs, LinkedIn, and other tools to Salestools.
  </Card>

  <Card title="AI Setup" icon="robot" href="/setup/ai-setup">
    Set up the AI context your agents use to write and research prospects.
  </Card>

  <Card title="AI SDR Builder" icon="wand-magic-sparkles" href="/ai-agents/ai-sdr-builder">
    Build the AI agents that generate the most credit activity in your account.
  </Card>
</CardGroup>