Skip to main content

​
Overview

The Billing page centralizes everything related to the workspace’s financial cycle: the contracted plan, subscription status, Credits consumed, and billing history. Access is restricted to the workspace owner — only this role has the manage_billing permission.
FieldDescription
Active planName and status of the contracted subscription
CycleMonthly or annual, with next renewal date
Period CreditsTotal included in the plan vs. consumed so far
Subscription statusactive, past_due, pending, or canceled
The past_due status indicates that the last charge failed. The workspace continues to work during the grace period, but access may be suspended if payment is not resolved. Update the card to trigger a new automatic retry.

​
Adding or updating a payment method

1

Go to Settings > Billing

In the sidebar, click Settings and select Billing.
2

Click Update payment method

The button is in the Payment section of the page.
3

Enter card details

A secure form is displayed. Enter the card number, expiration date, CVV, and cardholder name. Data is transmitted directly to the payment processor — Timely.ai does not store card data on its servers.
4

Confirm and save

Click Save card. A $1.00 verification charge may be made and automatically reversed to validate the instrument.
If the subscription has past_due status, updating the card automatically triggers a new charge attempt. No additional action is required — the system will attempt to process the pending payment shortly after.

​
Payment statement

The statement table lists all charges made to the subscription:
Statement IDCharge dateStatusAmount
Unique transaction identifierDate the charge was processedPaid, Pending, or FailedAmount
Click Download receipt on any row to get the document as a PDF. Receipts can be used for reimbursement, tax documentation, or internal accounting entries. Each workspace has exactly one linked subscription. Understanding this link is important for managing multiple workspaces:
  • Credits, member limits, and agent executions are counted per workspace — they are not shared between separate workspaces on the same account.
  • The plan of workspace A does not affect the plan of workspace B, even if both are linked to the same credit card.

​
Best practices

  • Set the billing email to a finance group inbox (e.g., finance@company.com) to ensure invoices arrive even when team members change.
  • Download and archive receipts monthly to simplify accounting reconciliation at the end of the fiscal year.
  • Monitor Credit consumption in the Usage tab before deciding on an upgrade — retroactive upgrades are not applied.
  • Keep the credit card always up to date. Expired cards cause past_due and can interrupt service on connected channels.
  • Review the plan every quarter comparing actual usage against contracted limits — growing workspaces often underutilize higher-tier plans for too long.