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

# Billing

> The Billing section in SalesCaptain helps you manage your account’s subscription, payments, and usage across all communication tools. From here, you can view your current spend, add funds, upgrade plans, and access detailed transaction records — all in one place.

This ensures your account remains active and up to date, with clear visibility into your balance, usage, and subscription details.

## **Account Balance and Usage**

Under **Settings → Billing**, you can monitor your **available funds** and **current spend** in real time.

Here, you’ll also find your **credit usage metrics** for:

* **Inbox** – messages and conversations
* **Calling** – outbound and inbound calls
* **Text Marketing** – campaign sends and follow-ups

These insights help you track resource usage and plan ahead for upcoming campaigns or call activity.

## **Managing Payments**

### **Upgrade Plan**

Select **Upgrade Plan** to switch to a higher-tier plan or unlock additional features.

Your plan details and rates are displayed so you can easily compare options and adjust based on your business needs.

### **Add Payment Method**

Add or update your **payment method** to ensure seamless billing and uninterrupted service. SalesCaptain supports major credit and debit cards for quick and secure payments.

### **Add Funds**

If you’re on a prepaid account, you can **add funds** to your balance directly from the Billing page. Your new balance updates automatically once the transaction is complete.

## **Statements and Payments**

The **Statements & Payments** section gives you a clear record of all past transactions.

* **View transaction history** to see your payment activity and billing cycles.
* **Download receipts** for accounting or reimbursement purposes.
* **Check payment status** to verify successful renewals or fund additions.

This ensures complete transparency for every charge and payment related to your SalesCaptain account.

## **Manage Subscription**

The **Manage Subscription** tab provides full control over your active plan and account setup.

You can:

* View **subscription details**, including plan type and renewal date.
* Manage **workspaces** for different locations or departments.
* Add or remove **phone numbers** associated with each workspace.
* Create **new workspaces** to expand your operations while keeping billing unified.

These options make it easy to scale as your business grows without losing visibility or control over billing.

## **Best Practices**

* Review your credit usage regularly to prevent interruptions in service.
* Keep payment details up to date to avoid failed renewals.
* Download monthly statements for clear bookkeeping records.
* Use workspaces to separate billing and analytics across different business locations.
* Adjust your plan as your messaging, calling, or campaign volume increases.