---
title: "Understanding the Billing Portal"
description: "Understanding this portal ensures there’s no disruption in service, provides full transparency into billing events."
url: https://support.agentsuite.ai/en/articles/225-understanding-the-billing-portal
collection: "Agency Settings"
updated: 2026-11-06
language: en
---

# Understanding the Billing Portal

Understanding this portal ensures there’s no disruption in service, provides full transparency into billing events.

**Step-by-Step Process:**

#### **1\. Access the Billing Portal**

-   From your workspace, go to **Settings > Billing**.
    

![](https://staticfiles.gleap.io/gattachments/waOxJhnn2jSSrvuXgphX1QdqL33wjHKXadH1ILpQBtZBgSpsmtlcXzZilpbVSk3oYSHND6XbmXf.png)

-   You will see:
    
    -   Card on file
        
    -   Auto-pay toggle
        
    -   Current subscription info
        
    -   Wallet balance
        
    -   Transaction history
        

#### **2\. Understand Subscription vs Wallet**

-   **Subscription** = Monthly recurring charge for platform access (plus extras like phone numbers or voice features).
    
-   **Wallet** = Prepaid balance for usage-based billing (e.g., calls, messages).
    
-   Usage charges are deducted from the **wallet**, not charged directly to your card each time.
    

#### **3\. Update Payment Info**

-   Click **“Update Card Info”** to change the card used for refilling the wallet or paying subscription fees.
    

#### **4\. Enable Auto-Pay (Recommended)**

-   Click **“Enable Auto-Pay”** to ensure your wallet refills automatically when it drops below a certain threshold.
    
    -   This prevents service interruptions during high-usage periods (like large call deployments).
        

#### **5\. Add Wallet Balance Manually**

-   If auto-pay is off, click **“Add Balance”** to manually fund the wallet.
    
-   Funds are immediately available for usage billing.
    
-   We recommend to always **ENABLE AUTOPAY** this will help avoid disruptions
    

#### **6\. Review Transaction History**

-   Transactions are categorized as:
    
    -   **Credit**: Funds added to your wallet (manual or auto-pay)
        
    -   **Debit**: Usage deductions (e.g., $0.05 for a message)
        
-   This history acts as a ledger and shows every charge and refill.
    

#### **7\. Download Invoices**

-   For **credit transactions**, click **“Download Invoice”** to access a PDF of the charge.
    
-   Includes full metadata (Stripe ID, reference info).
    

#### **8\. Trace Usage Events**

-   Each **debit transaction** includes an event link (e.g., call or message).
    

![](https://staticfiles.gleap.io/gattachments/EDbf791TuP0H2mPzxxtXGuNhMQP1xTaPUIubKyfOlQ6ocbPSxpAf6F9rKmh9I96zkMvjy1cH6Gt.png)

-   Click the link to open the original event in a new tab and verify the charge (e.g., call duration, usage type).
    
-   Click 3 dots (...) to open event and capture more information
    

#### **9\. Review Sub-Account Level Charges**

-   Sub-account actions (like adding phone numbers or voice features) roll up to the main workspace billing.
    
-   You can:
    
    -   See all numbers added under the **Subscription** section.
        
    -   View associated sub-accounts for each item.
        
    -   Repeat for **Voice Knowledge Bases**.
        

![](https://staticfiles.gleap.io/gattachments/zwsvtXNFqdz4QzygJoYGxYVJbWFygP0qkdIZmJLU8QlyqM21l67pGNa0kzPmHyGd96fKtKZ27Ke.png)

* * *

### **FAQs**

**Q: What’s the difference between a subscription and the wallet?**  
A: Subscription = platform access + add-ons. Wallet = pay-as-you-go usage.

**Q: Why am I seeing lots of tiny charges?**  
A: Those are usage debits from your wallet, not your card. Your card is only charged when adding balance.

**Q: How do I stop my wallet from running dry?**  
A: Enable **auto-pay** to auto-refill your wallet below a certain threshold.

**Q: How do I trace where a charge came from?**  
A: Click the **event link** in the transaction history to see the specific call/message.

**Q: Can I download invoices for charges?**  
A: Yes, invoices are available for all credit (card) transactions.